Linking a challenge to a campaign in Portal streamlines the process of associating campaigns with relevant challenges. This ensures a more structured and efficient workflow.
If a campaign is linked to a challenge then when an idea is added to the linked challenge the creator is asked to add a “Provider" by choosing an existing organisation or adding a new organisation that can help with the idea.
Example use cases
- A company wishes to run a Challenge in which internal users submit 'solutions/ideas' which are existing organisations from portal that they are proposing working with; the organisations are then automatically added to the campaign.
- A company running an accelerator application process in which users submit their application to the Challenge and then the organisation is automatically associated with the Accelerator campaign in portal.
Note: Each campaign can be linked to only one challenge. Once a challenge is selected, users will be restricted from selecting additional challenges. We allow selected challenges to be removed and replaced.
How to link a challenge to a campaign
On the "Add Campaign" page, a new field will be added, allowing managers to search for and select an existing challenge.
- Go to Portal
- Go to Campaigns section
- Click Add new campaign or find an existing campaign and select Edit from the Actions options.
- Navigate to the field Challenge
- Search for the challenge you wish to link to and select it. Note: you cannot link a challenge that is ‘completed’ or ‘archived’ or one that is already being used on a campaign. The number of stages on the campaign must match the number of stages on the challenge.
- Continue completing remaining required fields and select Create Campaign/Save Campaign.
Once a challenge is linked to a campaign: when a user adds an idea to the challenge they are asked to add a provider and choose from an existing organisation and then choose product or Service (or add one). Once a provider has been added they then proceed to add an idea as normal.