Challenges

This section explains how Challenges can be created and used in your loyalty program.

🚀 Challenges is a new feature!

Challenges are being gradually rolled out to all clients. If you don't see Challenges in your sidebar yet, don't worry — we'll reach out to you directly to help with the migration.

In the meantime, if you have any questions, feel free to contact our support team.

Challenges Overview

Challenges in Open Loyalty let you define goals that members work toward by completing specific actions — such as making purchases, logging custom events, or referring friends. Each challenge is built from milestones (individual tasks a member must complete) and rules & effects (the rewards or actions triggered when progress is made or the challenge is finished).

Admins can also manually update a member’s challenge progress or completion status from the member profile. This is useful for support, corrections, migrations, or exceptional cases where progress needs to be adjusted outside the standard trigger flow.

🚀 What You'll Learn in This Section

• How to create a challenge step by step — from basic info through milestones, rules, and budget controls.

• How to manage challenges — view analytics, edit settings, activate or deactivate, and duplicate.

• How to delete challenges — individually or in bulk.

Learn more about

Creating Challenges

Walk through the five-step wizard to set up a new challenge with milestones, rules, effects, and budget controls.

Managing Challenges

View challenge analytics, edit configuration, activate or deactivate, and duplicate challenges.

Deleting Challenges

Remove challenges individually from the detail view or in bulk from the list.