Activity Definitions

Create preset activity definitions that advocates can request and admins can approve or quick-grant.

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What Are Activity Definitions?

Activity Definitions are predefined rewards tied to a wallet configuration. Instead of manually entering an amount and reason each time you credit an advocate’s wallet, you define reusable definitions like “Hosted a test ride = 500 points” or “Submitted a testimonial = 200 points.”

Activity definitions support two workflows:

• Advocate-initiated — Advocates request activities from their site. Requests go to your inbox for approval (or auto-approve instantly).
• Admin-initiated — Admins use quick-reward buttons on an advocate’s wallet page to credit with one click.

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Creating an Activity Definition

1. Navigate to Settings > Wallet Configurations.
2. Click the wallet configuration you want to add activity definitions to.
3. Click Manage Activity Definitions.
4. Click New Activity Definition.
5. Fill in the fields:
   • Name — A short label (e.g., “Hosted a test ride”).
   • Description — Optional details shown to advocates.
   • Amount — The reward amount to credit.
   • Requires approval — When enabled, requests go to your inbox. When disabled, requests are auto-approved and credited immediately.
   • Advocate requestable — When enabled, advocates can request this activity from their rewards page. When disabled, only admins can grant it.
   • Notes requirement — Whether advocates must, may, or cannot include notes with their request (none, optional, or required).
6. Click Save.

You can reorder activity definitions using the Move Up and Move Down controls. The order determines how activity definitions appear to advocates.

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Approving and Denying Activities

When an advocate submits an activity request that requires approval, it appears in your Inbox.

Approving an Activity

1. Open the activity in your inbox.
2. Click Approve.
3. Confirm the approval. The advocate’s wallet is credited automatically.

Denying an Activity

1. Open the activity in your inbox.
2. Click Deny.
3. Optionally enter a denial reason.
4. Click Deny Activity. No wallet credit is applied.

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Auto-Approved Activities

Activity definitions with Requires approval turned off skip the inbox entirely. When an advocate submits an activity, their wallet is credited immediately. The transaction is recorded as “auto-approved” with no admin attached.

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Quick Reward Buttons

On any advocate’s wallet page, you’ll see quick-reward buttons for all activity definitions tied to that wallet configuration — including admin-only definitions that advocates can’t request themselves. Clicking a button credits the advocate’s wallet with the definition’s preset amount.

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Advocate Experience

Advocates see available activity definitions on their Rewards page. They can:

1. Browse available activity definitions with names, descriptions, and reward amounts.
2. Click Request to submit an activity.
3. Add notes if the activity definition requires or allows them.
4. Link a conversation if the activity definition is tied to a conversation type.
5. View their activity history and status (pending, approved, denied, or auto-approved).

Advocates can also submit activities directly from a conversation page using the Request Reward option in the actions menu, which pre-fills the conversation as the subject.

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Configuration Import & Export

Activity definitions are included in the community configuration export/import. They are nested under their wallet configuration in the YAML file. When importing, activity definitions are matched by name within each wallet configuration — existing definitions are updated, new ones are created.