With Engage’s Challenges feature, you can now automatically enroll contacts into a challenge through automation, making it easier than ever to create targeted, seamless engagement flows. This article shows you how to use the activity Enroll in challenge to opt contacts into a challenge based on behavior or other automated triggers.

Let’s look at how to enroll a customer into a challenge when they click a link in an email—ideal for encouraging direct opt-in to a promotion or loyalty activity.

Interested in giving this feature a try? Talk to your Account Manager.

Set up the automation

1. Start by creating and activating a new challenge. The toggle contact approval is not required for this activity to work.
2. Create a new automation and choose a suitable trigger, such as Clicked link in email, New in target audience, or New specific interaction. Adjust the automation name and entry criteria as needed.
3. Click the plus sign below the entry trigger, select Activity, and choose Enroll in challenge.
4. Select the relevant challenge from the drop-down menu. This activity supports all challenges regardless of approval settings. Confirm your selection by clicking OK.

Once a contact enters the flow and meets the criteria, they’ll automatically be enrolled in the selected challenge.

Article last reviewed 26 August 2025 11:46