Goals and Challenges - How To Invite Users to a Challenge

Introduction

This article provides instructions on how to invite users to participate in a challenge. This information is useful to clients who want to invite participants to a challenge.

Overview

After creating a challenge, your next step is inviting users to join. You can either manually add users directly into the challenge, or you can invite your users to join the challenge. You can do so via an in-app invite sent straight to your users’ Engage challenges section.

How To Invite Users Using an In-app Invite

1. From the Challenges tab in the Admin Center, click on the name of the challenge you want to invite users to
2. Select the Invites tab below your challenge details
3. Select Send In-app Invite in the upper right-hand corner
4. Select users to invite. The pop-up will only show existing users who have not already joined the challenge. 
5. Add individual users by searching or scrolling through the list and selecting. You can add all users to the challenge by clicking Send to all Users.

6.  After making your selections, click the Send Invite button. Confirm your invite on the pop-up screen by selecting Send Invite once more.
7. All users selected will receive an in-app invite. Invites are visible to users on the Challenges dashboard on the Engage app.

Managing Sent Invites

In the invites tab, you’ll also be able to view and manage your previously sent in-app invites. Users that appear in this table have been invited to the challenge, but have not yet accepted and joined.

Cancelling Invites

To cancel an invite, follow the steps below:

1. Select the box next to each existing user you’d like to un-invite, or click Select All to select all users
2. Click the Cancel Invites button to un-invite selected users from the challenge. This will remove the challenge invitation from their dashboard. Once you’ve cancelled an invite, you will either need to manually add the user to the challenge or they will need to join on their own to participate.

FAQs

Why Don’t I See the Invites Tab on My Challenge Page?

If you have a final join date set for your challenge, the Invites tab will disappear once the final join date has passed. To add or remove users from your challenge after the final join date has passed, follow the instructions in the following Help Center article: Goals and Challenges - How To Add and Remove Participants from Challenges

Where Does an In-app Invite Appear for Users?

Challenge invites will appear at the top the Challenges dashboard in the Engage app, above your Your activity section.

How Long Will the In-app Invite be Visible From a User’s Dashboard?

An in-app invite will appear on a user’s dashboard until accepted, or until the final join date has passed. If there is no final join date set, invites that have not been accepted will remain on a user’s dashboard until the challenge ends.