Challenges Field Reference
This page documents all fields available when creating or editing a Challenge in Novigem.
Basic Information
| Field | Description |
|---|---|
| Name | The display name of the challenge shown throughout the user interface. Use a short, motivating title such as “Big Quarter” or “Lead Machine”. |
| Type | The timing behavior of the challenge: One-time (complete once, no time limit), Timebound (must complete within date range), or Recurring (resets on a cadence). |
| Description | A brief explanation of what participants should do to complete the challenge. Example: “Close $75,000 in deals this quarter.” |
Timing
Required for Timebound challenges:
| Field | Description |
|---|---|
| Start Date | When the challenge starts tracking progress. |
| End Date | When the challenge stops tracking progress. Must be later than Start Date. |
For Recurring challenges, progress resets automatically based on the cadence (weekly, monthly, quarterly).
Goal Configuration
Define how progress is measured:
| Field | Description |
|---|---|
| Metric | Choose Sum to add field values, or Count to count matching records. |
| Object | The Salesforce object to track (e.g., Opportunity). |
| Field | The numeric field to sum when using Sum metric (e.g., Amount). |
| Target | The goal value participants must reach to complete the challenge. |
Example: “Sum | Opportunity | Amount | to reach 75,000” means participants must close $75,000 in Opportunity Amount.
Completion Rewards
| Field | Description |
|---|---|
| Completion Bonus | Bonus points awarded once when a participant completes the challenge. |
| Completion Badge | The badge awarded to participants when they complete the challenge. Select from existing badges or leave as “None”. |
Linked Rules
The Linked Rules section shows which rules contribute to this challenge. Use the + Link Rule button to associate rules with the challenge.
Rules define the specific actions that award points toward the challenge goal. Each linked rule shows:
- Rule name
- Object and trigger type
- Points awarded per match
Challenge Status
Challenges can be set to:
| Status | Description |
|---|---|
| Draft | The challenge is being configured and is not yet live. |
| Active | The challenge is running and awarding points. |
| Paused | Temporarily stop scoring. |
| Ended | Lock the challenge as historical. |
Best Practices
- Use descriptive names that communicate the goal
- Set realistic targets based on expected activity volume
- Include a clear description so participants understand what actions earn points
- Link relevant rules before activating the challenge
Next steps
- Rules Builder: Define the logic for awarding points.
- Badges Builder: Create rewards for challenge completion.
- Designing Effective Challenges: Best practices for building high-impact programs.
- Core Concepts: Challenges: Understand how challenges drive behavior change.
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