Tasks
ReferralHero Tasks allow administrators to create custom activities that subscribers can complete as part of a campaign.
Tasks provide a flexible way to engage subscribers through additional campaign activities and track participation beyond standard referral actions.
Task Setup Workflow
Setting up Tasks involves several steps across the ReferralHero admin dashboard.
Step 1: Enable Tasks
Go to Campaign Builder > Goal and enable Enable Advocate Tasks in section #4: Do you want advocates to complete tasks for rewards?
Enable this option if you want advocates to complete tasks as part of the campaign and unlock rewards based on task completion.
Tasks are available only for Conversion Event campaigns.
Step 2: Configure Tasks
Administrators can configure each task by defining how subscribers complete the activity, how completion is validated, whether approval is required, the number of allowed submissions, and the task status.
Go to Campaign Builder > Tasks and click Add a Task to create a new task.
The New Task form includes the following configuration options:
Icon
Upload an icon for the task. PNG, JPG, or SVG formats are supported. A simple square icon with a transparent background is recommended
Task Name
The name of the activity shown to subscribers
Description
Additional instructions or details about the task
Task URL
The link subscribers will open to complete the task
Validation Requirement
Defines how subscribers provide proof that they completed the task
Approval
Determines whether the task requires administrator approval
# of Submissions
Defines how many times a subscriber can submit the task
After completing the required fields, click Create task to add the task to the campaign.
Step 3: Configure Task Rewards
Tasks can be used as a reward condition.
Go to Campaign Builder > Rewards > Rewards for Advocates and enable Unlock reward for completing a task.
This allows advocates to unlock rewards after completing the required tasks.
Step 4: Display Tasks on the Advocate Dashboard
Tasks can be displayed using the Tasks element in the Widget Builder.
Go to Campaign Builder > Widget Builder > Advocate Dashboard > Dashboard and add the Tasks element to display available tasks on the advocate dashboard.
The Choose Task dropdown lists all tasks configured within the campaign
Once a task is selected, the widget preview automatically populates with the information configured for that task
Multiple Tasks elements can be added to the advocate dashboard
Manage Task Submissions
Once subscribers submit tasks, administrators can receive notifications, review submissions, and update task statuses from the ReferralHero admin dashboard.
Task Submission Notifications
Administrators can receive an email notification when a subscriber submits a task.
To enable task submission notifications:
Go to Manage Access.
In the Email Notifications dropdown, select New Task Submission Notification for the administrator who should receive the notification.
Once enabled, the selected administrator will receive an email notification when a new task submission is received.
Task Statuses
Tasks can have the following statuses:
Submitted: The subscriber has submitted the task and it is waiting for review
Approved: The task submission has been approved
Rejected: The task submission has been rejected
Managing Tasks from the Admin Dashboard
Task submissions can be managed from two locations:
Tasks section in the admin dashboard
Subscriber Profile
Tasks Section
The Tasks section in the left navigation menu provides a centralized view of task activity.
Administrators can:
View submitted tasks
Review task details
Approve or reject tasks requiring manual approval
Monitor current task status
Subscriber Profile
The Task Submissions section displays submitted tasks for the subscriber.
Administrators can:
Review task submissions
Update task status when approval is required
View task history
All task-related actions are logged in the subscriber timeline.
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