Overview

The article provides detailed guidance on manually managing participants' progress in multi-stage challenges, including advancing them through stages or marking challenges as completed when activities are not automatically tracked. It covers the process of awarding points, using the 'I've completed the call' button, and logging non-challenge activities to ensure advocates receive credit for their contributions.

 

Information

Some challenges have many stages and it can be easy for an advocate to be stuck on a stage for an extended period of time.

Perhaps they completed the activity required for that stage, but forgot to return to the challenge and mark it as completed. This could arise if they have completed a reference call, written a blog post, written a review on a third party site, or completed any other external contribution which is not automatically tracked in AdvocateHub.

 

• 1. Manually Advance a Challenge
• 2. Manually Complete an Entire Challenge

 

Manually Advance a Challenge

To see the list of advocates who are in the process of completing a challenge, go to the challenge page and click on the In Progress tab.

This advocate is on stage 2 of 3, Call Prospect, where they must now complete the actual reference call. Perhaps you know that they have completed the call, and want to award them the points right away. There's no need to wait for the advocate to return. You can click on the blue I've completed the call button to award them points indicated.

The text and point value will change depending on the stage. However, it is possible to manually advance an advocate through any time of stage.

You may complete this same process from the advocate's profile page as well. To do so, go into the advocate's profile , click on the Challenges tab, and you will be able to find the same button under the In Progress tab.

 

 

Manually Complete an Entire Challenge

You can also advance somebody through an entire challenge, if necessary. Open the Candidates tab in the challenge for a list of Advocates to advance completely through the challenge.

This video will guide you through this process.

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Advocates sometimes complete activities that are not part of challenges, that you may want to give them credit for, such as leading a user group or hosting a webinar. To see how to log those activities for advocates, click here .

 

FAQ

How can I manually advance a participant to the next stage of a challenge?

You can manually advance a participant by navigating to the challenge page, selecting the 'In Progress' tab, and clicking the 'I've completed the call' button (or the equivalent for the specific stage) to award the points and advance them to the next stage.

What should I do if a participant has completed an entire challenge but hasn't marked it as complete?

You can mark an entire challenge as completed for a participant by accessing the 'Candidates' tab within the challenge, viewing the list of Advocates, and advancing them completely through the challenge.

Can I give credit to advocates for activities that are not part of the challenges?

Yes, you can log non-challenge activities for advocates to give them credit. There is a guide available that explains how to log these activities.

Where can I find instructions for logging non-challenge activities for advocates?

Instructions for logging non-challenge activities can be found by clicking the link provided in the article, which directs you to the relevant guide.

Is there a visual guide available to help me understand the process of advancing candidates through challenges?

Yes, there is a video guide included in the article that walks you through the process of advancing candidates through challenges.