Walk Through - Creating a Social Media Activity

In this walkthrough, we'll create a Social Media activity which asks your BrandChamps to make a post to one of their social media networks.

Add an Activity Type

Each Activity shown to BrandChamps in their portal is defined in the "Activity Types" tab of the admin site, under the "Activities" page:

Click the "New Activity Type" dropdown. Some Activities, like the Referral and Onboarding Activities, can only be created once so they may be grayed out in the list. Below them are some pre-defined activity templates which set up some default values appropriate to the type of activity. If none of those types fit, you can always use the "Custom Activity" option and set up each field yourself.

For this walkthrough, let's select "Social Share Activity":

This will start off a new Activity Type and pre-fill some fields with values that are appropriate for a social share type of activity:

Note: The preview on the right side of the screen displays how the activity will be presented in the ambassador portal. This preview will update as you go through the process of creating your activity. 

We start off on the General tab which lets us describe what we want the BrandChamp to do for this activity.

General Details

Title Field
This field pre-fills as "Social Media Post" when you creating a "Social Share" activity.

For this walkthrough, we'll keep the title "Social Media Post".

Note: The title of the activity will be used at the end of the activity's permalink/URL. This permalink can then be shared with your BrandChamp's to easily access the activity you want to be completed. 

Instructions Field

In this field, you should clearly describe what you want your BrandChamps to do. So, for example, for a social media post you should describe:

  • What social networks you want to target (if you want to focus on particular ones)
  • What type of images you'd like your BrandChamps to post including any products you'd like visible
  • What hashtags they should include

In this walkthrough, we'll enter the following:

Image Field

The image field allows you to select 2 types of images

  • Icon: Fun icons provided by BrandChamps
  • Custom Image: Upload a file of any image

For this walkthrough, we'll select a BrandChamp icon.

Resources Field

The "resource" area lets you share assets with your ambassadors and define some pre-defined content to share out on social networks. 

Click the "Add Resource" dropdown. Then select "referrals" to share some text and links to be shared out by BrandChamps. For example:

Title: Please Share your Link or Code!

Referral Details: Check the box for "Referral Links" and "Discount Codes"

BrandChamps will be able to share the link or code by copying it to their clipboard so they can paste it into applications like Instagram. 

Note: Instagram do not provide any way for third parties to share a post on behalf of a user, so this is the only option available for that network.

Sorting Order Field

Set this to 100 to ensure it gets sorted first in the list of available activities in the BrandChamp portal.

Finally, select "Tasks >" to define how the ambassador will submit the activity. 

Tasks Details 

The next section defines each section on the screenshot below and breaks down what we need BrandChamps to do in order to verify that they've completed the task successfully. In the case of a social media post, this would naturally be to give us a link to their post.

Title Field

This field allows you to change the title for the task at hand. This field will pre-fill after creating the activity's title in the "General Tab". 

To change the title for the task click "same title as activity" and to add multiple tasks select "+add task". 

For this walkthrough, we'll leave the title pre-filled. 

Completion Instructions Field

Because we chose the "Social Share Activity" template, we get pre-defined content here to get us started:

Completion Format Field

Because we want the BrandChamp to give us a link to their post, we choose "Web address" as the format of the data they will enter. This lets us validate that they enter a correct web address and enables the "Pick" buttons below.

For other types of activities, we can also choose Text field to let them enter in some free text or the File upload to let them attach a photo, screenshot or document.

Pick Social Media Posts Field

We need BrandChamps to give us a link to their post, so how will they do that?

We might ask that they just copy and paste the address into BrandChamp, but this can be fiddly (especially on mobile) and hard to explain to some users who may not be as technically savvy as others.

So BrandChamp offers an option to let them view their previous posts from Instagram, Facebook or Twitter inside the BrandChamp portal and simply click to select the relevant post which will pre-fill the web address automatically, making it super easy for BrandChamps.

For this example, let's click to enable picking from all the available social networks in the "Pick Social Media Posts" area:

Note: if you are running an Instagram only activity for example, you'd only want to select Instagram here etc.

When we complete the Activity Type and a BrandChamp views it in their portal, here's what they'll see (highlighted in red):

The first time they click on one of the "Pick..." buttons, they will be prompted to authenticate with the relevant network, after which they will see a preview of their recent posts and full timeline.

For example, if a BrandChamp clicks on the Instagram "Pick..." button and authenticates with the network, they would see something like:

They can then simply click the on the post and BrandChamp will automatically pre-fill the web address of the selected post in the verification section and give them a preview so they can be sure they've selected the correct one (the preview also works if you copy and paste an address or type it in manually):

Automated Approval

This section allows us to automatically approve the activity once it is submitted from our ambassadors. If you leave the box unchecked, then the activity will be manually reviewed by yourself.

Approval Outcomes Field

For this walkthrough, we can leave the "Approval Outcomes" field at the default option. For more information on this area, see the Activity Types section.

Click on the blue highlighted text "Rewards & Limits >" button or the "Rewards & Limits" tab to configure the Activity's reward. 

Rewards & Limits Details 

Limits Field

We can control how many instances of this type of activity a BrandChamp can complete in a given time period. For example, we can say that they can complete it 4 times per month, 2 times per week, or even configure it to be a one-time or two-time only activity etc.

For social media posts, you may want to select a weekly limit to encourage more participation on a regular basis. For example, you could set the activity up to allow 8 posts per month but this might encourage people to do a lot of posts in bulk towards the end of the month, limiting the spread and reach of the campaign. So instead, it would be better to allow 2 posts per week in that case.

So let's set up our activity to allow 2 posts per week:

Reward Field

When a BrandChamp completes an activity they can either receive points that they can use to select from a rewards catalog later, or receive an Activity Reward token for an actual reward such as a $10 off discount voucher etc, or a USD cash balance.

For this walkthrough, we're going to give 50 points on completion of the activity:

Let's then click the "Availability" button

Availability Details

The Availability tab allows you to define specific details about who can see your activity and how long the activity will be available for submission. 

BrandChamp Tags Filter Field

This area is useful if you want to have different BrandChamp "tiers". For example, you might have a " vip " level. In this case, an administrator would tag each VIP BrandChamp with the " vip " tag either at onboarding time or by going into the BrandChamp admin page and adding the tag in the "User" tab. ( Note: BrandChamps never see the tag that has been assigned to them by an administrator).

Then for activities you only want available to VIPs, you would add the " vip " tag in this field. That means a BrandChamp who has not been assigned the VIP tag by an admin would not see this activity in their portal but a BrandChamp with that tag would.

For the sake of this walk through though, we'll leave this field empty so that all BrandChamps can view and complete this activity.

Start Date Field

The start date field allows you to specify when the activity will be available for your ambassadors. 

Note: This is a great feature to utilize when you want to run specific marketing campaigns and track participation.

For this walkthrough, we'll select the current day as we want this activity available immediately: 

End Date Field

After selecting the start date for our activity we can now define the end date. 

For this walkthrough, we'll select the end date for the next month 

Availability Field

This controls whether the activity is displayed and available for completion in the BrandChamp portal. You'll want to set this to true.

Preview and Save

Remember! The system provides a preview of what the activity will look like in BrandChamp portal on the right side of the page.

Be sure to scroll down to preview all the details and then click Save to create your first Activity Type!

The next walk through will cover how a BrandChamp can complete the activity.

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