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Challenge management
Administrators: Setting up a challenge
Cloning challenges
Cloning challenges
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Written by Sonal Singhal
Updated over a week ago

The Clone challenge feature allows you to copy the details of an existing challenge to a new challenge. It is especially helpful for challenges that require more setting up, such as milestone and funnel challenges, as the new challenge will have all of the same phases or milestones as the existing one.

In this article:

  • Creating a cloned challenge

  • Cloning Milestone challenges

  • Cloning Funnel challenges

Creating a Cloned challenge

1. Click on Challenge Management in the Crowd Management menu.

2. Click the 'Create a new challenge' button.

3. A pop-up window will appear where you can choose how to create your new challenge. Click the second option, "clone a challenge". A list of existing challenges that you can clone will then appear.

4. Select the challenge that you would like to clone, and it will be immediately created as a new challenge.


The clone will include the following elements from the source challenge:

  • The title, subtitle and short description of the challenge

  • The full brief

  • Any images or files attached to the challenge

  • The categories associated with your challenge

  • Any funnel phases or milestones targets, including their names, descriptions and (in the case of funnels) duration

The clone feature will not copy

  • Access settings: who can see and moderate the challenge

  • Ideas that have been posted into the existing challenge

Important

The new challenge will be Unpublished: it will not be visible to users and you will not see it in the list of published challenges.

When the challenge has been created you will immediately be able to edit it. The last page of the editor will allow you to publish it.

Or you can publish it later. You can find more information on publishing, archiving and unpublishing challenges in this help guide.

Cloning a Milestone challenge

A milestone challenge can be cloned just like any other. Cloning a Milestone challenge allows you to copy the set up of an existing milestone challenge into a new challenge.

A copy of each milestone will be cloned, this includes:

  • Milestone type

  • Milestone name

  • Tool-tip text

  • Message for users

  • Congratulations email to idea author

If your source challenge has any refinement milestones, the refinement questions you created will be copied to the new challenge but they will not be used unless you edit the challenge to say that they are required. To edit the refinement milestone so that the questions are used in that milestone:

  1. When editing the challenge, click on the Challenge Type tab.

  2. Select the refinement milestone that you would like to edit.

  3. Scroll to the bottom of the page to see the additional questions and tick the 'Use' box for the additional questions that you'd like in that stage.

Cloning a Funnel challenge

Cloning a Funnel Challenge allows you to copy the way that phases have been set up in an existing funnel challenge: the name, duration, voting and idea advancement options are all the same. As with other types of challenges, the access settings are not copied to the phases in the new challenge.

When you create a funnel challenge using the clone challenge feature, the first phase will start 1 hour from when you create the challenge. When the first phase begins the challenge will be visible to your users.

If you would like to edit this or any other aspects of the challenge you can find the challenge in the list of Unpublished challenges. You can find more information about editing funnel challenges in this help guide.

Good to know

We recommend that you go through each phase in the challenge to be sure that for each phase you are happy with the options that have been selected.
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