---
title: Challenge setup fields
slug: challenge-setup-fields
docTags: 
createdAt: 2021-11-09T17:33:52.000Z
---

:::hint{type="info"}
**Who can do this:&#x20;**

- Anyone with editing permissions for Challenges, Homescreen (if selecting Availability), and Messages (if sending a message)
- Additional viewing permissions are needed for tied content (e.g., Forms, Media Collections)
:::

In addition to the standard [common sections](docId\:ceoUiF4_lCm4I65KxXKX5), each field provides options to select the type of challenge, set the goal, and choose how scoring is calculated.

## Title

Enter a header for your challenge, preferably under 40 characters to ensure fit. The character limit is 200.

## Icon

Select a small graphic from the dropdown, which appears to the left of the Title. In the right panel, a preview shows how it will appear on the homescreen.

## Description

This field auto-fills the **Goal summary** based on your entries for Type, Timeframe, Period, and Calculation type. If you make changes to any of these fields, update the **Description** to reflect the latest summary.

To do this:

&#x20;1\. Click **Copy to description**.

![](https://api.archbee.com/api/optimize/aL1TvWcESMCDQPkBf0hc--fMcnKNzmYqVXxsUNP79B3-20250624-223220.png)

&#x20;2\. Delete any older version(s) of your **Goal summary&#x20;**&#x66;rom the **Description** field.

## Upload image&#x20;

If an image was already included in your piece of content, it is automatically attached. You can replace the image by clicking **x** and then **Upload image.&#x20;**&#x55;se a high-resolution image in JPG or PNG format.

## Type&#x20;

In the dropdown, select the type:

- **Content, event, or form:&#x20;**&#x54;his is based on digital engagement within the Refresh app. Self-Reporting is also in this category, as it uses a form.
- **Step tracking:** This uses a third-party app to count steps.

## Trigger

This field appears when **Content, event, or form&#x20;**&#x69;s selected. The *trigger* is the content employees need to view to complete the goal.&#x20;

The Trigger field is auto-filled with your selected content, but you can change this.

To add or change the trigger:

&#x20;1\. Select the **Trigger**.

![](https://api.archbee.com/api/optimize/UvIid87QOyOAFNtwAJwuq/kGiKGDjCiQtP9Yujs2Tgg_group-138-2.png)

&#x20;2\. In the content chooser, select an item or page.

![](https://api.archbee.com/api/optimize/UvIid87QOyOAFNtwAJwuq/DAtPAou20407huM_OiyhU_screenshot-2024-05-20-at-251.png)

## Timeframe

For the scoring period, select from the timeframes described below. This is when the challenge is open and users can receive *completions* and collect points. A completion is when the goal is completed.

### Recurring period

Select this to count the scores or completions for a specific period, on an ongoing basis.&#x20;

**Period:&#x20;**&#x49;n the dropdown, select how often you want scoring to occur. Scores reset according to the period you select:

- **Daily:&#x20;**&#x53;cores reset every morning.
- **Weekly:&#x20;**&#x53;cores reset every Monday.
- **Monthly:** Scores reset the first of every month.
- **Yearly:** Scores reset the first of every year.

:::hint{type="success"}
**How do I start a recurring challenge?&#x20;**

It's recommended to align the visibility of a recurring challenge with the beginning of the scoring period, which you can do using the [Hide/Show dates.](./#extra-options) For instance, in a weekly challenge the score resets every Monday, so you could make it visible on a Monday.
:::

### Rolling lookback

Select this to recount the score or completions each day, starting from that day and looking back a specific amount of time.&#x20;

- **Period:&#x20;**&#x49;n the dropdown, select the number of days, weeks, or months you want to look back.&#x20;

### Custom fixed

Select this to specify a timeframe in the future, during which scores or completions are counted.

- **Period**: Select a start and end date and time.

## Calculation type&#x20;

Choose how scores are calculated within the **Period** you selected.&#x20;

- **At least once:** Scoring is calculated at least once.&#x20;
- **Total:** One total score is given for the period.
- **Daily consistency:&#x20;**&#x41; daily average percentage is computed.

For example, if you select recurring, weekly, and at least once, scores will be calculated at least once every week.

## Goal summary

The goal summary is auto-generated, based on the information you entered in the previous fields. Click **Copy to description** to update the Description field with the latest goal summary.

## Extra options

Tick the options you want:

**Award points on completion:&#x20;**&#x41;ssign a certain number of points for a completion. These are additional to any points accrued during the challenge.&#x20;

**Completion text:** Enter a message users receive once they complete a challenge in a given period.

:::hint{type="success"}
**How do I give Rewards using points?**

Granting points can be tied to giving Rewards, such as gift cards. Learn more at [Build a Points system](docId:-oFBlhGtM0by1zBqxCD6J).
:::

**Opt-in challenge: &#x20;**&#x54;his requires users to click **Join challenge** to start scoring. If unselected, everyone who you created the challenge for is automatically enrolled.&#x20;

**Solo challenge:&#x20;**&#x54;his prevents users from seeing a leaderboard and each others' scores.

## Scheduling

Optionally, set **Hide/show dates** to control when the challenge (including the leaderboard) appears. For example, announce the challenge before it starts, or keep it visible a few days after scoring ends.

## Availability

### Groups, Teams

Select the **Group(s)&#x20;**&#x6F;r **Team(s)** that you want the challenge to be visible to:

- If no Group is selected, the challenge can be viewed by everyone.&#x20;
- If a Group or Team is selected, ensure the employees you want to reach are in that Group or Team.

Learn more at [Segmentation & visibility](docId:-CEVPklxNJHPmYjvrv8ha).&#x20;

### User Tags

If you want, select &#x61;**&#x20;User tag**. User tags are useful when you have special project or event that you want to assign to a custom selection of employees.

Learn more at [Create & assign user tags](docId\:N6V-vlNUotdZgJpjx3qHt).

## Save

To save, select one of the following:

**Save and close:** The challenge is immediately published to the Challenges section of the app, unless you selected Hide/show dates.

**Save and send message:&#x20;**&#x54;he challenge is saved and the Compose page opens, where you can enter a message to send to selected recipients. See [Send a message](docId:2VZswdvo8OGaheFDjeZ5J).
