November 7, 2017

Doc

1.Introduction #

Introduction to Pointagram docs

Welcome to Pointagram docs. In the following chapters you can Read more all functions in Pointagram. If you like video tutorials, please check out our youtube channel. There’s also more information in our blog.

Introduction to Pointagram

Pointagram is a gamification tool built to be simple and flexible. Everyone should be able to gamify whatever without to much hazzle. Key features in Pointagram are players & teams, score series, competitions, badges, casts, quests, events, integrations and social feed. Don’t worry, you don’t have to use all features. But at a minimum you need a few players, a score series and a competition.

Players

Players are usually persons that you create and invite to play. Players can be grouped into teams. Invited players can log into Pointagram and set their own avatar, name and anthem.

Read more: Players and teams

Points and score series

To keep track of points Pointagram uses score series. You can create any number of score series to fit your needs. Think of a score series as a score sheet where all points are registered. Examples of scores series are: Won deals, Appointments booked…

Read more: Points & score series

Competitions

Pointagram has several different types of competitions. A to B, Leaderboard, Head to head and Together. A competition is always started for a specific timeframe, for a number of invited players and for one or several score series. Each competition type comes with several different customizable themes that sets the layout of the competition screen.

Read more: Competitions

Badges

Pointagram uses badges to encourage individual player achievements. There are different types of badges like reach an amount, high score, king of the hill, level badges and give away badges.

Read more: Badges

Casts

Set up your own cast to share ongoing competitions and achievements on a big screen.

Read more: Casts

Events

Events happen when players score big. Each player gets to choose their own anthem and style to be played when celebrating his events. Events are injected into ongoing casts so that everyone can see!

Read more: Events

Quests

Quests is a tool for assigning tasks to players. The task can be to complete a survey or a quiz. You can include images, descriptive text and links to YouTube videos in your quests. Players gets points and/or badges for completing quests and you get valuable feedback from players.

Read more: Quests

Social feed

Social feed is where players can keep track on what’s going on in Pointagram. Who scored big? Who’s the King of the hill? Players can comment and like each other’s achievements.

Read more: Social feed

Integration

Integration is the way to go when you want to gamify data from your business systems. We support several different systems for easy integration and we are constantly adding more. We also have a custom Api so that you can build your own integration.

Read more: Integrations

 

2.Feeds #

 

Pointagram is your own gamification social network! Check out the latest news about you and your fellow players and comment on their achievements.

The feed page consists of posts and on larger devices,it also shows your active competitions and badges.  

2.1.Posts #

 

Post can be created through different steps:

  • Manually added posts via our postbox.
  • Automatically created when competition starts.
  • Automatically created when competition ends.
  • Automatically created when someone scores a point.
  • Automatically created when someone receives a badge.

Every post can be commented on. You may also use @ for mentioning a player (@johnny) this will generate a push notification to the players device. Note that minimum value is three characters.

As an admin you will be able to mention players in teams, competition and the whole group and push a notification to their mobile devices.

Examples below:

Manually added posts via our postbox.

Automatically created when competition starts.

Automatically created when competition ends.

Automatically created when someone scores a point.


Automatically created when someone receives a badge.

3.Points & Score Series #

 

Points is the core of Pointagram. Whenever a player scores a point it is logged in something we call a score series. The score series keeps track on who scored how many points when. Every scored point is social, every player can see points scored in a social feed and comment on each other’s achievements.

You can set up any number of score series in your account. For example, one score series for sales and another for booked appointments. With this set up you are ready to start competitions and award badges based on Sales and booked appointments.

A score series can be set up to accept points by manual input of points or from a selection of predefined types. It can allow players to award points to themselves or reserve the right to an administrator. Score series can also be a target for an integration to for example your CRM-system.

 

 

3.1.Points page #

 

Displays all the available points and score series.
This page is found by clicking on Points.

In the picture, there is three score series.

 

3.2.How to create a score serie #

 

You can also watch our video on how to create a score serie.

  1. When standing on Points page, press on the plus sign.
  2. Chose a name for the score series
  3. Select notification options
  4. Select if “All player can add their own points”
  5. Select between free input(player can set any number they want) or a Fixed input from achievements.
    1. If selected Fixed input from achievements
    2. Name your point type
    3. Points to add on the new pointtype
    4. If you want more point types redo step B to C.
  1. When done press Save Changes.

3.2.1.Score Serie Definition #

Definition Meaning
Name Name your series so you and other players know where to put your points.
Notify players when points scored This will create a notification each time a player scores a point; both in the web app and as a push notification on a mobile device.
All players can add points As admin, you can always add a point to any player, but as a regular player, you can only add points to yourself. It can be good to restrict a player from adding points if you are fetching data from other systems.
Free point input A player can type in a random number as a scored point. No restrictions.
Fixed point input from achievements Create a list of activities that generate a specific amount of each activity. As an example: Meeting = 10p and Phonecall = 1p.
Wall post threshold If the scored point is less than Wall post threshold, the scored point will not show on any post or notification. As a standard setup, it is set to 0 meaning everything over 0 will be posted.
Event threshold If the scored point is above the event threshold, the scored point will generate an event. Set to blank to disable events for this score series.
Score verb “Scored” in Points, 50 points. You can change the verb scored to anything. Example: “Smashed” in
Unit name singular When scoring, we always assume that your scoring a point. But sometimes you want to score a Sale, this is possible by changing the unit name to Sale as a singular form.
Unit name plural When scoring, we always assume that your scoring points. But sometimes you want to score  Sales, this is possible by changing the unit name to Sales as a plural form.

3.2.3.How to add points #

 

Add your own points by registering a number in selected score series box and press on the small plus sign to the right of the value field.

Adding points to other players is easy, press on “Points” in the picture above, and this will lead you to the picture below.


Select the players and add points then press “Add points” button.

3.2.4.How to revoke points #

Revoke points by pressing on Points in the selected Score Series, just like in the picture below, and this will lead you to points history page.

Then select the point transaction with the checkbox option that you wish to revoke and then press on the gearwheel to select Revoke.

Revoke points gamification

This will give a result of a new transaction with the exact same amount, but with a minus instead. These transactions will cancel each other out.

Revoke Points Gamification

 

4.Competitions #

 

The competition page displays all the active competitions.

In competition players or teams can compete against each other. The winners receive a trophy for keeping.
Prerequisite:
Score Serie: Holds all the player points.
Players: Competing is more fun when others are invited.

4.1.How to start a competition #

 

You can also watch our video on how to start a competition.

Press on the big plus button to get to the compete types page

Select one of the wished competition types.

Read more about our competition types(Hyperlänk)


Competition Setting

  1. Select a theme for the theme list.
  2. If you wish you can upload an own image as a thumbnail for the competition.
  3. Name your competition under Competition Name
  4. Choose between player vs player or team vs. team competition.
  5. Then select a start date and end date.
  6. Competiton end typ: First to target or Keeping going until time is up.

*In certain competitions there is a preference for Ranking options.

Event occurrence: Decides if the competition runs once during selected dates or reruns every time period. Available time periods are weekly, monthly or yearly.

Press on Next to continue configuring your competition.
 Select the preferred score serie:

If there is no score serie to select then one has to be created. Hyperlink somewhere.

When selected Press next:

Competition players:

If the competition should have a target, add it to the default target value field. (Not visible if not applicable)
Then Press Add Players

 

 

Invite players to competition and adjust target:
Pressing on the plus sign will add players to the competition, there is also possibility to adjust player target.
When done, press Complete adding players.

Your back to Competition players

Press “Done” and a new card has been added to your Competition page.

That’s Easy! Now go out and start competing!

4.2.Competition set up #

Competition basic attributes

The first page of the set up defines some basic attributes for the competition. Such as name, icon, theme, start and end date.

Definition Meaning
Theme Select one of the available themes. The competition theme decides how your competition will be displayed. Each competition type has its own set of themes. You can create your own themes by clicking the ‘customize theme’ button.
Name Name your competition
Team Vs. Team
Player Vs. Player
Select how to compete, as a player or as a team.
Start date Competition start date. Start and end date sets the scope for the competition, only points registered within the competitions time frame will count.
End date Competition end date
Competition End Select how and when the competition ends. Either when times is out or when target is reached by first player. You need to set a target for players if you select ‘First to target or time is up’.
Order display Select in which order the players are shown, based on nearest target or highest points (Only applicable on “From A-B”)
Event occurence Select how often a competition is started, weekly, monthly or yearly. Example: If the start date is 1st of January and end date 30th of March, and event occurrence is selected to monthly. Their will be three competition events(one for January, February, and March) and they start the first each month and ends on the last the of that month.

Competition Score Series

A competition needs at least one Score Series. It is only the transactions from the selected score series that will be added to the competition players’ score. Selecting score series for a competition is done in the second step of the competition set up.

By default a competition will use  the sum of the points in the selected score series. By clicking on the gear wheel you may modify the default settings and use another function and even set a factor to adjust the score.

Point functions:

Sum – Calculates the sum of points from the score series.

Count – Counts the number of point transactions from the score series.

Max – Gets the transaction with the highest number of points.

Competition Players

Whether competing player vs player, team vs team or together you need to add players to every competition. This is done in the last step of the competition set up.

For A to B and competitions with ‘First to target’ you need to set a target for each player. Use the default player target or set target individually for each player.

Selecting players for person vs person

Click either ‘Add players’ or ‘Add players from team’. Add players will list all players and you can add players one by one. Add from team will fetch all players from the selected team.

Selecting players for team vs team or together

If your competition is team based players will need be assigned to teams. You can use standard teams or create entirely new teams.

Use the ‘Add team’ button to add or create a team to your competition. when teams has been added you can add or remove players from each team. It’s important to realize that when you assign players to teams for a competition it is only for this specific competition. In other words each competitions has its own unique team(s).

 

 

 

4.3.Compete types #

 

Pointagram has three different competition types:

From A-B
Fly your planes from point A to B, where A is the starting point and B is the endpoint. The endpoint is connected to target. There is a set of themes to select from and it’s up to you if you’re flying an airplane or driving a retro race car!

Leaderboard
Traditional leaderboard with a set of templates, where competition can be about the highest point or against a target.

Together
Work against the clock and work as a team to reach your common target!

Head to head
One player vs another player or one team vs another team.
Against target or the highest score wins.

Top Performers
Works like a leaderboard but uses a grid style layout instead of a table top highlight players. It will only display the top players when displayed on a TV-cast.

 

4.4.Create a template #

Themes

All competition types in Pointagram comes with several preset themes. The themes are available for selection in competition set up (You need a competition to customize themes). All themes are customizable, so you can add your touch to your competitions.

To preview and customize the selected theme for a competition, press the ‘Customize theme’ button in competition set up.

Theme editor

The theme editor is where you can customize themes. It sits on top of your current competition and all changes are applied immediately so that you can preview the result. You can hide the theme editor by clicking the ‘hamburger menu’ in the top left corner. The editor is split up into three tabs. Each tab and its fields are described below.

Click ‘Save theme’ to save your changes or cancel to ignore changes.

General

Definition Meaning
Theme name Name of your theme
Theme icon Icon that will be displayed for competitions using this theme.

Layout

Definition Meaning
Main layout Select main layout for presenting the players. Choose from Table or different Grid layouts. Note that the number of players per page and columns will be reset when you change main layout.

(leaderboard and top players only)

Sub layout 1 Widget for top right corner in the dashboard. Choose either nothing (gives more space for player list) or User score / Last score.

(leaderboard and top players only)

Sub layout 2 Widget for top right corner in the dashboard below Sub layout 2. Choose either nothing (gives more space for player list) or Newsfeed.

(leaderboard and top players only)

Players per page Number of players to display at a time. Applicable when displayed on TV-screen.
Show only first page of players in TV cast. Select to only display the first page of players. Applicable when displayed on TV-screen.
Columns Click to customize columns to be displayed including column order and column labels.
Header text color Click to change colors for text in header.
Text color Click to change colors for other text.

Background

Definition Meaning
Background image Select background image to have a picture as background.
Select Background image Click to select or upload a picture.
Image animation Select an animation for the background
Background color Select background color to set a color gradient as background.
Color 1 Select start color for gradient
Color 2 Select end color for gradient
Gradient direction Select direction (0 to 360 degrees)
Background overlay Choose an overlay for the background

4.5.Recalculation a competition #

Players scores are calculated continuously. Even revoked points are considered and there is normally no need to recalculate a competition. However, there are situations when a recalculate is necessary. For example, if a score was registered in error and that score pushed the player above his/hers target and this caused the competition to end.

Recalculating scores for a competition will reset the score for all players and all scores will be added again. If you have scores registered in error, make sure to revoke them before calculating.

 

Recalculating scores for a closed competition

Go to Compete/History, select competition(s) to recalculate and select Recalculate from the gearwheel menu.

 

Recalculating scores for a running competition

Go to Compete press the gearwheel for competition to recalculate. Press next until you reach the players step and click recalculate.

4.6.Deleting a competition #

You may at any point delete a competition.

Deleting a running competition

Goto Compete, find your competition and click on the gearwheel. You will find the Remove button at the bottom of the first page.

Deleting a running competition will remove it from Pointagram.

Deleting a closed competition

Goto Compete -> History. Find your competition to delete in the list. Use the checkbox to the right to select it, click the gearwheel at the upper right corner and select Delete.

Deleting a closed competition will remove it from Pointagram along with any trophies awarded.

5.Casts #

Casts are used to show and share your leaderboards and other players achievements in Pointagram. Each cast has its own script of competitions, battle results and badge awards to show.

A cast can be accessed through either a share link or by going to tv.pointagram.com and enter the cast’s channel name and pin-code.

Casts can be displayed on a big screen TV by attaching a media player like a chrome bit or windows mini-PC.

Cast fields

Sharelink – Copy this link and paste it wherever you want to display the cast.

Web browser TV channel – Used for access on tv.pointagram.com

Pin – Used for access on tv.pointagram.com

Name – Your name of the cast.

Do not show events / Show events – Events will break into your cast whenever an event occurs if this option is on.

Off air / On air – A cast must be on air to be displayed.

Cast items

Cast items are defines what should be displayed in what order. You can add competitions, battles and badge achievements to your cast. You can also define for how long you want each item should be displayed.

6.Badges #

 

A badge is a reward based on effort. The badge can be based on points or can be given to someone by an admin. The player receives the badge on their profile page, so the players could bragg about it!

There are five different badge types you need to know about. Read about them here:

The Badges page, displays all the available badges.

In the profile the player will also find the badges that are already won.

6.1.The Giveaway Badge #

 


This badge is only given by admin. Example of such badge could be Employee of the Month and it’s not driven by points, it’s given manually to players. Sometimes players do good thing outside of the field and should be honored with a badge.

6.2.Set up a Giveaway #

You can also watch our video on how to set up an Giveaway badge(The employee of the year).

  1. Press on Star icon, which is the same as the Badge page
  2. Then press the plus sign to add new badges
  3. Select Giveaway badge type
  4. If you wish, chose another icon.
  5. Select Score Serie(Does not give any points at the moment)
  6. Name the Badge
  7. Select preferred notification option
  8. Press Save and Complete.

6.3.Reach an amount #

 

Reach an amount: As the names explain, reach an amount. The amount could be based on accumulated points or a single point transaction or number of transactions of a score series.

Based on accumulated points: Set a target for when a player will receive this badge.Every time a player passes a certain amount in a scoring series that is accumulated points, the player will receive a badge. Note: it’s always a good idea to break down targets make sure they are reachable. It’s meant to motivate and trigger players.

Based on single point transactions: This is used to celebrate a big scored point value on one occasion. Every time a player scores a point above a certain value the players receive a badge.This could be a big sale over a certain amount.

Based on number of transactions: The new player scores first point and we all need to celebrate. It’s always fun to celebrate a newcomer first score with a “cake badge” or a “first strike badge”. Don’t stop there, celebrate at 5, 10 and even more transactions.

6.4.Set up Reach an amount #

You can also watch our video on how to create an Reach an amount badge.

  1. Press on Star icon, which is the same as the Badge page
  2. Then press the plus sign to add new badges
  3. Select Reach an amount badge type
  4. If you wish, chose another icon.
  5. Select Score Serie(Does not give any points at the moment)
  6. Name the Badge
  7. Set a Value?? Byta plats till efter nästa??
  8. Select value end type(Read about Endtypes – here)
  9. Select wished time period(Weekly(Monday-Sunday),Monthly(1st to last), Yearly(First day in a year) and Ever(From the start of a badge history and can only be won once))
  10. Select preferred notification option
  11. Press Save and Complete.

6.5.High score badge #

 

The one that has the highest value will receive a high score badge based on a period. It can be earned weekly, monthly or yearly. One could say it’s a competition badge.

Based on accumulated points: Highest amount of scored points during the chosen badge period rewards a player a high score badge.

Based on single point transactions: 
Highest single scored point value during the chosen badge period rewards a player with a high score badge.

Based on a number of transactions:
Highest number of transactions during the chosen badge period rewards a player with a high score badge.

6.6.Set up High score #

  1. Press on Star icon, which is the same as the Badge page
  2. Then press the plus sign to add new badges
  3. Select High score badge type
  4. If you wish, chose another icon.
  5. Select Score Serie(Does not give any points at the moment)
  6. Name the Badge
  7. Select wished time period(Weekly(Monday-Sunday),Monthly(1st to last), Yearly(First day in a year) and Ever(From the start of a badge history and can only be won once))
  8. Select preferred notification option
  9. Press Save and Complete.

6.7.King of the hill badge #

 

It’s a wandering badge, this means that it switches owner as soon as someone else has a higher value. The owner switching owner could happen right away or weekly, monthly or yearly.

Based on accumulated points: Highest amount of scored points during the chosen badge period rewards a player a King of the hill badge.

Based on single point transactions: 
Highest single scored point value during the chosen badge period rewards a player with a King of the hill badge.

Based on a number of transactions:
Highest number of transactions during the chosen badge period rewards a player with a King of the hill badge.

6.8.Set up King of the hill #

  1. Press on Star icon, which is the same as the Badge page
  2. Then press the plus sign to add new badges
  3. Select King of the hill badge type
  4. If you wish, chose another icon.
  5. Select Score Serie(Does not give any points at the moment)
  6. Name the Badge
  7. Select wished time period(Weekly(Monday-Sunday),Monthly(1st to last), Yearly(First day in a year) and Ever(From the start of a badge history and can only be won once))
  8. Select preferred notification option
  9. Press Save and Complete.

6.9.Daily streaks #

 

A badge that counts how many days in a row you have scored a point. Get a badge for scoring 6 days in a row.
It can be earned weekly, monthly, yearly or only once.

6.10.Setup Daily streaks #

  1. Press on Star icon, which is the same as the Badge page
  2. Then press the plus sign to add new badges
  3. Select Daily strike badge type
  4. If you wish, chose another icon.
  5. Select Score Serie(Does not give any points at the moment)
  6. Name the Badge
  7. Select how many days in a row player has to score to get this badge
  8. Select preferred notification option
  9. Press Save and Complete.

6.11.Level badge #

Level badges are now available in Pointagram for all users. Level badges let your users level up in a career tree built by you. Each level comes with a title and mini-icon that is shown wherever the user is displayed.

Yoda showing off his level 2 mini icon at Pug Works.

Level badges are created like any other badge. Just press the ‘+’ button on the badges screen and select “Level badge”. A new level badge comes pre-loaded with 28 levels but feel free to remove/add/change any level to whatever you want.

Level ups are decided by the administrator, just like giveaway badges.

It’s possible to have several level badges running at the same time. You can decide if a players current level should be displayed along with his profile or not. If a user has several levels to show, only the highest level will be displayed.

HOW CAN YOU USE GAMIFICATION LEVELS IN YOUR WORKPLACE?

You can use it as Career steps in your workplace

Here is a simple example:

1. Level(Trainee). This is given to when you start as a trainee

2. Level(Junior Account). When you deserved a place in the team and get keys to the office.

3. Level(Account Manager). When you have outgrown junior and earned the right to flex time.

4. Level(Key Account Manager). Keep on going, be creative…

So, what are you going to do with the Level badge? Keep us in the loop 🙂

LevelBadge

6.12.Revoke Badge #

 

Go to the badge you wish to revoke from a player, and then go to the badge history page by clicking on the icon.


Then go to the badge history transaction log and select the badge transaction that you wish to revoke with the help of checkbox option and press Revoke.
Revoke a badge

7.Battles #

Let your players challenge each other and battle it out one on one. Keep score on won battles! Show of results on a big screen TV. This is a great opportunity to let your players engage on a more personal level. Get the adrenaline going, let the battle begin!

Feature unlocks:
– Players can challenge other players to battle
– Two themes to select from
– Challenge on the highest score or first to target

A new score series will be added to keep track of results, it’s called Battle Results.

As a bonus:
– You can set up most won battles as badge or competition! To trigger to players to battle even more!

battleboard

7.1.Battle settings #

Battle settings are found under:

Profile -> Settings – > Battle Settings

Battles settings enables admins to:

  • Enable or disable the Battles for the organization
  • Set how many active battles a player can have at the same time
  • Set max battle time duration
  • Set deadline for a challenged opponent to respond to a challenge before it automatically turns to declined.

 

Battle settings

8.Events #

Celebrate great achievements is style. When a player triggers an event it’s visible in the newsfeed and in your TV-casts. Players can select their own event theme and even their own song!

Events trigger rules are set per score series and player theme and song is set on the players profile.

 

 

 

9.Players #

 

Pointagram has two types of players:
Players and Offline Players.

The only difference is that Offline Players does not have an own user account login. Offline players are managed by the admin.

Offline players can be useful when setting up a new account. Users can be imported from for example a CRM system as offline users and the admin can then decide who gets to play by converting offline users to players.

Players doesn’t have to be human, it all depends on what you want to play with. A player could for example represent an asset or a store.

A player has a profile where the player can see all achievements such as trophies and badges but also a widget for statistics.

9.1.Convert offline player to a user #

 

This section will describe how to convert an offline player to a player.

  1. Press on Player menu
  2. Select the offline player that you wish to convert
  3. Then on the profile, press edit
  4. In profile setup, fill in a valid email address
  5. Then select convert to user
  6. Save changes
  7. Now the recipient of the email address will receive an email on how to connect to Pointagram.

9.2.Profile #

Each player in Pointagram has its own profile.

Profile icon – Icon to be used along with your name in competitions and news feeds.

Event / Battle icon – Icon to be used in battles and events.

Display name – Name of the player. Players are free to change their names.

Email – Email address for player. Only used to invite a player to Pointagram.

Profile type – Personal or member of an organization.

Battle enabled / disabled – Used to opt in / out in battles. A player who choose to opt out can’t be challenged by other players.

Events fields – coming soon

Event theme – Choose a theme to be used when player achieves an event.

Anthem – Choose sound to be played when celebrating player event. Only sound from soundcloud can be used. Go to soundcloud.com, find your song and paste the share link into the field below.

10.Quests #

A quest is a sort of mission that you can create and assign to your players. When players complete a quest, they can be awarded points. We support two types of quests: Surveys and Quizzes.

A survey doesn’t have any right or wrongs and player points aren’t based on player answers. Surveys can also be anonymous. For Quizzes players get points based on their performance and there might even be a level that must be reached to complete the quest.

Quests are made up by activities. Every quest can have one or more activities. Each activity consists of a description, an image and of one or more elements. An element can be a youtube video, a multiple-choice response form or a comment form.

By combining activities and elements you may create a survey or a quiz with embedded images and YouTube videos.

Quest set up

Press on the big plus button and click on the type of quest you want to create.

 

10.1.Quest set up #

Quest settings

Enter your settings and press create.

Name – Your name of the quest.

Start date – The quest will not be available to players before this date

End date – The quest end date.

Repeat mode – Select if the quest should be repetitive. Weekly, Monthly, Quarterly or Yearly.

Anyone can view results – If checked everyone can view the results. If unchecked only admin can view results.

Anonymous answers – If checked, individual answers are masked. Even for admins.

Score Series – Select a score series if you want to award players points in a score series upon completion of a quest.

Points / Quiz result – Select if players should be awarded a fixed number of points or the total quiz score.

Reward points – Number of points to be awarded to players that completes the quest.

Give Badge – Select a badge to give to players that completes the quest.

Quest activities

Once you have created the quest you can add activities to it. Activities are like sub-quests each consisting of a description, an image and of one or more elements. An element can be a youtube video, a multiple-choice response form or a comment form.

Title, description and image are shown to the players at the start of each activity. For each activity you may set a minimum score that a player need to complete a quiz.

Activity elements

There are three types of activity elements.

Multiple choice – A traditional multiple choice element where each answer can award points to a player.

Comment – A free text input form where players can provide feed back.

YouTube  video – A YouTube video that players should watch to complete the activity.

Add players to quest

Use the add players button to invite players to your quest.

Quest Action menu

Reset quiz answer – Reset all quiz answers.

Test – Try out your quest design, no scores will be kept.

Template from this – Create a template that can be reused.

Remove quest – Completely removes the quest and all associated actions, elements and results.

10.2.Quest follow up #

Press the ‘thermometer’ icon to access quest follow-up. The icon is available for admins only unless the ‘Anyone can view results’ attribute is set for the quest.

The follow up page contains information on how players responded to your quiz/survey.

11.Integration/API #

This section will describe integrations.

Below you can see the most common scenarios.

  • Create players based on users from your system
  • Create points based on information from your system

Pointagram integration

11.1.Pipedrive #

The default setup of the Pipedrive integration gamifies deals won, calls completed and meetings completed.

  • Default selected steps
    • All active users in Pipedrive are created as players.
    • Deals creates points when a deal is set to stage Won.
    • Meetings scores one point when an activity with type name Meeting is set as complete.
    • Calls scores one point when an activity with type name call is set as complete.
  • Other predefined steps
    • Calls created
    • Deals created
    • Meetings created
    • Emails created

Below you will find a more detailed description of our default steps and also a few examples on how to customize the integration if the default behavior isn’t what you’re looking for.

Default associates step

The associate step will import all active pipedrive users into Pointagram. It will also monitor pipedrive for changes to user data, so that new users are created in Pointagram as well.

Pointagram will fetch id, name and email for each user. A filter is set to only create/update pipedrive users.

The picture below shows the set-up. The important fields are Player id in source, Player name in source and player email in source.

Default deals won step

The deals step will award points equal to deal value for every deal that is set to stage “won” in pipedrive. Points are awarded to the owner of the deal in a score series called Deals.

The picture below shows the set-up. The important fields are Add points to score series, comment column in source, points column in source, player id in source and the filter settings (status=won).

Default calls completed and meetings completed step

The calls and meetings step are very similar. They both award points when an activity is completed in pipedrive. The calls step will use a filter for activity type ‘call’ and the meetings step will use a filter for activity type ‘meeting’. One (1) point is awarded to the owner of the activity.

The picture below shows the set-up for calls. The important fields are Add points to score series, comment column in source, points column in source, player id in source and the filter settings (Activity type=call and done = 1).

Default deals created step

The deals created step will award points equal to deal value for every deal that is created. Points are awarded to the owner of the deal in a score series called Deals created.

Default meetings, calls and emails created step

All these steps awards one point per meeting, call or email that is created in Pipedrive. Each step gets its own score series per default but you could easily change this and insert points into one common score series instead.

Customized steps

It is possible and often a good idea to customize the default steps or even add new steps. Below you will find a few suggested customizations. For more information on how to use the configure UI see documentation for integration steps.

Award 1 point per registered deal to the person that created the deal

You can use the default deal step as a base. Just change the following:

  1. Change ‘Point column in source’ to 1. Changing to any number means that that number of points will be awarded to the player (if the filter is matching).
  2. Change ‘Player id in source’ to current.created_by_user_id. This means that rather than awarding the owner of the deal we will award points to the person registering the deal.
  3. Remove the filter for status. We want to award points to all created deals not only to won deals.

Award 1 point per meeting to person that created the meeting

You can use the default meetings step as a base. This step already awards 1 point per meeting, so we just need to change which player it awards and remove the filter for completed meetings. Just change the following:

  1. Change ‘Player id in source’ to current.created_by_user_id. This means that rather than awarding the owner of the appointment we will award points to the person registering the appointment.
  2. Remove the filter for done. We want to award points to all created meetings not only to the completed meetings.

 

 

11.2.Zapier #

Introduction to Zapier

With Zapier, Pointagram can connect to over 1 000+ apps.

How to connect Pointagram to Zapier

*Pre-requests: Zapier account.
* A score series that Zapier can send points to

To connect Pointagram to Zapier you need to add your Pointagram API-key to your Zapier account.
First, retrieve the Pointagram API-key:

Go to Profile – > Settings – > Integrations

Settings

Enable to Zapier integration by pressing on the plus sign.

Zapier Integration

Then press on the “Show key”  the to retrieve the API-key
Zapier Show Key

Now head over to Zapier and create a zap from a template or create your own.
Here is our Zapier Page: Pointagram Zapier Page

 

 

 

 

 

 

 

 

 

 

11.3.SuperOffice Online #


The default setup of the SuperOffice integration gamifies sales won, calls completed and meetings completed.

  • Default selected steps
    • All active users in SuperOffice are created as players.
    • Sales won creates points for the owner of a sale when a sale is set to stage Sold. The number of points awarded are equal to the sale amount.
    • Meetings completed scores one point to the user owning the meeting when an activity with type name Meeting is set as complete.
    • Calls completed scores one point to the user owning the call when an activity with type name call is set as complete.
  • Other predefined steps
    • Calls created. Awards one point to the user owning the call when an activity with type name call is created.
    • Deals created. Awards points equal to sale amount to the user owning the sale when a sale is created.
    • Meetings created. Awards one point to the user creating the meeting when an activity with type name meeting is created.

Below you will find a more detailed description of our default steps and also a few examples on how to customize the integration if the default behavior isn’t what you’re looking for.

Default associates step

The associate step will import all active supeROffice users into Pointagram. It will also monitor superOffice for changes to user data, so that new users are created in Pointagram as well.

Pointagram will fetch id, name and email for each user. A filter is set to only create/update active SuperOffice users.

The picture below shows the set-up. The important fields are Player id in source, Player name in source and player email in source.

Default sales won step

The sales won step will award points equal to deal value for every sale that is set to stage “won” in SuperOffice. Points are awarded to the owner of the deal in a score series called Sales.

The picture below shows the set-up. The important fields are Add points to score series, comment column in source, points column in source, player id in source and the filter settings (status=won).

Default calls completed and meetings completed step

The calls and meetings step are very similar. They both award points when an activity is completed in SuperOffice. The calls step will use a filter for activity type ‘call’ and the meetings step will use a filter for activity type ‘meeting’. One (1) point is awarded to the owner of the activity.

The picture below shows the set-up for calls. The important fields are Add points to score series, comment column in source, points column in source, player id in source and the filter settings (Activity type=call and done = 1).

Default deals created step

The deals created step will award points equal to deal value for every deal that is created. Points are awarded to the owner of the deal in a score series called Deals created.

Default meetings, calls and emails created step

All these steps awards one point per meeting, call or email that is created in SuperOffice. Each step gets its own score series per default but you could easily change this and insert points into one common score series instead.

11.3.1.Customize the associates step #

Adding a filter for User Group

The default associates step will import all non-deleted users from SuperOffice. If you want to only import users belonging to a certain group you will need to add this a a filter. Go to your integration step for associates and click ‘Show Filter Settings’. Then Click Add Filter to add another filter.

The filter column you want to use is: “associate.(UserGroupLink->assoc_id).UserGroup_id.name”. Don’t ask why, just copy the text and insert it… The filter value is the name of the user-group in SuperOffice. In the example above only users that belongs to the group Pointagram will be created in Pointagram.

Fetching all users

By default the associates step will fetch all users once it is enabled and after the initial import only updated/added users will be synced. If you would like to import all users again you can do this by selecting the “fetch all” checkbox. The fetch all check box is available by clicking “Show advanced settings”. Once all users have been imported/updated the associates step will revert back to normal operation.

For the technical SuperOffice nerd

The Associates step fetches data using the Dynamic Archive Provider. So column names needs to match something that it provides. For more info see SuperOffice documentation here:

Link to SuperOffice documentation

11.3.2.Customize the sale step #

Adding a filter for Sales Type

By default all sales that reaches status Sold will be imported and score points in your selected score serie. But what if you want you only want a certain type of sale to score points in a certain score serie? This calls for adding a filter!

Go to your integration step for associates and click Show Filter Settings. Then Click Add Filter to add another filter.

The column you want to use here is called saleType and the value will be the sales type as it is seen in your SuperOffice application. The above example will score points to score series New Customers everytime a sale of type New Customer is set to status Sold.

You may now create another sale step to create points for other types of sales.

Changing number of points scored

By default the sale amount is used as number of points scored. This may be changed to for example earnings. Go to your sales step and click Show Advanced Settings. Look for the field Points column in source. Change the value to earning. Now points will be scored according to the earnings field in SuperOffice.

Scoring points for other player than the sale owner

If you feel really creative you may use Pointagram to keep track of sales per for example sales source. A sales source wouldn’t be a human user of Pointagram but can very well be an offline user. This way you can create a dashboard that displays your different sales sources as players. This is how you would set it up.

  1. Create Players in Pointagram named like your Sale Sources in SuperOffice. Make sure to set the external id for the player to exactly the sales source name in SuperOffice.
  2. Modify your sales step by clicking Show Advanced Settings. Look for the field Player id in source and change the value to source. Also look up the field Player id prefix and remove the content (set it blank).

That’s it! Pointagram will match the source of the Sale to the external id of your offline players.

For the technical SuperOffice nerd

The Sales step fetches data using the FindSale Archive Provider. So column names needs to match something that it provides. For more info see SuperOffice documentation here:

Link to SuperOffice documentation

11.3.4.Hubspot #

The default setup of the Hubspot integration gamifies deals won and deals created.

  • All active users in Hubspot are created as players.
  • Deals won creates points when a deal is set to stage Won.
  • Deals created creates points when a deal is set to stage Won.

 

11.3.5.LimeGO #

  • Create player points when a user completes a sales order
  • Create player points when a user wins new customers
  • A player is created when a user score the first point
    1. Go to Profile
    2. Then press setting
    3. Then press integrations
    4. Select LimeGO, when pressing on plus sign
    5. Then press create
    6. Add key
    7. Get the key from LimeGO(settings/integrations/LimeGO API Keys)
    8. Add the key from LimeGO into Pointagram
    9. Then press on plus button
    10. Select to add you preferred step
    11. Then click on the gearwheel of the selected step
    12. Select the score series you wish to connect
    13. Then mark enable and save

11.3.6.Integration steps #

All integration types except Custom and Zapier uses integration steps to control the integration. Typically, you will have one step controlling the players and then one or more steps that controls how and when points are scored. All integrations come with a default setup, but you can modify the default set up to have points scored the way you want it.

Each integration step is linked to a data source in the external system. For example, deals or appointments or users. Whenever a change happens in the external system the Pointagram step will be activated. If the changed data matches the step’s settings and filter points will be scored. Note however that Pointagram will keep track if the points already have been scored for this object.

For example:

  1. In Pointagram we have an integration to Pipedrive.
  2. For this integration we have an integration step that says that all won deals in Pipedrive will award the deal owner with points in the Deals score series corresponding to the deal value.
  3. A deal with id 123 is now set as stage Won in Pipedrive by user ABC. The value of the deal is 100 USD.
  4. Pointagram will now register 100 points in score series Deals for player ABC.
  5. The deal with id 123 is updated in Pipedrive and the deal owner is changed to user DEF.
  6. Pointagram will now deduct 100 points for player ABC (By adding -100 points) and add 100 points to player DEF

11.3.6.1.Customizing integration steps #

Click the gear wheel in the right corner of the step you want to customize.

 

11.3.6.1.1.The 'users' step #

The user step is primarily used for importing players from the external system into Pointagram. The default steps will fetch the name, email and id for all active users. Note that by default, players will be created as offline players. When you’re ready you can convert them to real players and invite them to play. See https://www.pointagram.com/doc/#players.

Name – This is just the name of the step. It can be set to anything.

Player id in source – The player id together with Player id prefix will be the unique identifier for the player. It can be seen in the external id field on the player profile.

Player name in source – The field name in the external source where Pointagram will fetch the player name.

Player email in source – The field name in the external source where Pointagram will fetch the player email. This email is stored on the player profile and will be used when inviting the player to create a Pointagram account.

11.3.6.1.2.The ‘points’ step(s) #

Points steps are steps that create points in Pointagram. Each Point step is connected to one score series.

Name – This is just the name of the step. It can be set to anything.

Add points to score series – The score series where points should be registered.

Comment column in source – Fetch data that you want to be shown together with the points scored. For example, name of the customer, name of the deal… Select the name of the column that contains the data you want.

Points column in source – Name of the column in the external system that contains the number of points to be awarded. You can also enter any numerical value if you prefer a fixed number of points awarded.

Point type column in source – As an alternative to using ‘Points column’ above you can set a Point Type column. The value will then be matched to the point types of your selected score series. See https://www.pointagram.com/doc/#score-serie-definition.

Score id in source – Name of the column in the external system that contains the id of the transaction that creates points. This is used so that points can be awarded and/or deducted depending of updates in the external system.

Player id in source – Name of the column in the external system that contains the id of the user that should be awarded points.

Player id prefix – Used in combination with ‘Player id in source’ to form a unique identifier for the player.

Player name in source – Only used for integrations where player should be created on the fly when points are scored.

Player email in source – Only used for integrations where player should be created on the fly when points are scored.

11.3.6.1.3.Using filters in integration steps #

Filters are used to set rules for when a step should be used to create a player or create points for a player (depending of step type).

You can add zero, one or more conditions that all must be fulfilled to perform the step.

The above example will score points if the done field is set to 1 and the type field is either ‘Call’ or ‘Follow up call’.

Use the Add filter button to add a filter for a new field and the smaller Add buttons to add filter values for a specific field.

11.3.6.7.Custom integration #

Use our Custom Api to connect your system to Pointagram.

11.3.6.7.1.Basics #

Custom Api basics

You can Create Players and add points to Pointagram using our Custom Api. First you’ll need an Api key and then you’ll need to be able to POST Json data to our Api endpoint.

Get your Api-key

Go to your profile and click Settings and then Integrations. Add a Custom Integration and click Create Credentials. Name your integration and click ‘Show Key’ to get your key and remember to keep it in a safe place. This key is the equivalent to a password. Click save and you’re done.

 

11.3.6.7.2.Api header #

Api header

All calls to our Api endpoint must contain a header that identifies the caller. The header should contain the following attributes:

api_key: Your key.

Content_type: application/json.

api_user: Your Pointagram login (email-address).

11.3.6.7.3.Test Endpoint #

Test

This is just a test endpoint. Use it to try out your credentials.

End point address: https://app.pointagram.com/server/externalapi.php/test

Verb: POST

Body: [None]

 

 

11.3.6.7.4.Endpoints for managing players #

Create Player

This endpoint is used to create new players in Pointagram. If player allready exists the endpoint will return a Http conflict error. A call needs to at least contain a player name.

End point address: https://app.pointagram.com/server/externalapi.php/create_player

Verb: POST

JSON Body example:

{
“player_name”: “Axl Rose”,
“player_email”: “axl@pointagram.com”,
“player_external_id”: “121212”,
“offline”: “1”
}

Attributes

Player_name: The name of the player in Pointagram

Player_email: The email address of the player. Used for sending invitation.

Player_external_id: Optional id you can provide as an unique identifier for the player.

offline: Set 1 for offline or 0 for online player. An online player will receive an invitation to log on to Pointagram. Note, you can create players as offline players and convert them later in Pointagram.

11.3.6.7.5.Endpoints for adding points #

Add Score

This endpoint is used to add points to Pointagram. A call needs to at least contain information on:

  • Who scored.
  • What Score Series.
  • How many points.

End point address: https://app.pointagram.com/server/externalapi.php/add_score

Verb: POST

Json body example:

{ “player_external_id”: “121212”, “points”: 120, “scoreseries_name”: “Points”}

Attributes

Player attributes, supply at least one:

player_id:

player_name:

player_email:

player_external_id:

Score attributes:

score_series_name: Name of the score series to add points to.

points: Number of points to add to the Score Series.

point_type_name: Name of the point type to set. Use either this or the points attribute.

source_score_id: Optional field that identifies this transaction. If you call again using a matching score_source_id it will revoke (delete) the old transaction and add a new one.

comment: Optional field that describes this score. Will be visible in the news feed.

score_time: Optional field that sets the date and time of the transaction.

create_player: Players will be created automatically if they are missing in Pointagram if you set this attribute to 1.

12.Settings #

This page will display settings options

12.1.Theme Editor #

Now any Business account can change their theme colors to match their company.

Just head to Settings under Profile and then click on “Theme Editor”.

Color 1: Is the primary color
Color 2: Is the gradient color. If you only want one color sett color2 to the same values as color 1.
Color 3: Is the 3d shade of the Plus buttons.
Color 4: The background color

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