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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.

Points Page

Displays all the available score series and from here players can score a point or a point type. This page is found by clicking on Points.

points
Found via Points Menu

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 or select an achievement from the dropdown list.

point box

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

addpoints
Found under "More Options"

How to revoke points

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

point box
"More Options"

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
"Revoke"

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
"Result"

Steps for creating a score series​

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

When done press Save Changes.

Definitions

DEFINITION

MEANING

Name

Name your series so you and other players know where to put your points.

Notify/Do not 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/can’t add points to themselves

As admin, you can always add a point to any player, but for regular players you may allow or disallow players to give points to themselves.

Player can/can’t give points to other players

Set this option if you want to let players give points to other players.

Players can/can only see own points in history.

Use this option if you want to limit players access to other players point history.

Revoked points are/aren’t visible in the newsfeed.

Decide if you want to see revoked points in the newsfeed or if these should be hidden.

Free point input

Points are entered as number of points. 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.

 

Tags

Tags can be used to give some more context to points. Tags can be used to give some more context to points. Let’s say that a deal was closed for a new customer and part of a sales campaign. Instead of just adding 100 points you could add 100 points with the tags ‘New customer’ and ‘Fall campaign’. The tags would be visible in the newsfeed and in the point history.

To start using tags just click the Tags button for any score series and add the tags you want to use. Tag fields will be visible in score series input/history once you have at least one tag added.

 

Score series limits

Limits is a way to limit the number of points given per day, week and/or month. Limits can either be per player to give or global for the entire score series. You can for example set up that players can give a maximum of 7 points per week to other players or limit the number of point transactions to be given to 1 per day for a certain score series. 

When limits are active for a score series players can see the current usage in the score series screen.

Master Score Series

A score series can be set up to feed another score series with points. The target score series is called a master score series. Master score series can act as currency, experience points and much more.

Manage Master Score Series
To set up a master score series you first need to create it as a normal score series. Then, you go to each of your source score series and add the master score series by clicking the Edit button in the “Link to master score series” section.

Link to master Score Series

In this section of the edit points screen you will see the master score series set up for the current score series.

Master score series

The score series that is set up to be the master score series.

Copy tags

Select yes, if you want tags to be copied to the master score series along with the points.

Active

Set to no if you want to disable the master score series function.

Base points on

Per transaction: 1 point per transaction is given before factor is applied.

Per point value: The point value from the score series source is given before factor is applied.

Factor

A factor that is applied to either the point value or 1 depending on the above parameter.

Linked score series source(s)

In this section of the edit points screen you will see the linked score series sources for the master score series.

Targets

Target Screen Page
Play Video

Process for setting up targets for a score series

One or several different targets can be set for any score series. Target values are set per month for everyone, for a specific team and/or specific players in any combination.

When targets are used pointagram will automatically fetch the most relevant target value in the following order of priority: 

1. Player target
2. Team target
3. Target for all. 

Even though targets are stored as a monthly value each month will have a daily value calculated. This way you can use targets on a weekly basis as well.

Targets can currently be used in widget boards. Soon targets will be possible to use when setting up competitions and badges.

  1. Click on the target icon for your score seriesTarget Screen 1
  2. Click on the Add Target Item to add a target itemTarget Screen 2
  3. Name your target and click Add Target Values to add values to your target item.

    Target Screen 3
  4. Add targets for All, team or players and press Update to add target values to your target item.
  5. Repeat step 4 until done.

Target Items screen

This screen lists all target items for a certain score series. You can have different target items for the same score series, for example for a Appointments score series you could have one target item for Phone calls and another one for Appointments.

Target Item screen

This is the main screen for a target item. All target item values are displayed in the table at the bottom. Note that only 20 players are displayed at a time and only values for the selected time period.

Target item

Name

Name of the target item

Score Series

The score series that is linked to the target item

Group target or per player target

Select here if you whish that team and all values are per player targets or common target for the team/all.

External id

Identifies the target item in integrations.

Ok

Returns to the previous screen

Remove

Removes the target item

Target item values

Filter

You can set a filter to show targets for a certain time period and/or player and/or team.

Players

Each row displays data for either one player, one team or for all players.

Monthly values

Each box represents a monthly target.

Add target values

Opens the add target values screen.

Add target values screen

Target Screen 4

 

Add to

Select All/Tem/Player.

Team/Players

If team or players selected, you must select one or several players/teams.

Start date – End date

Select the time frame for creating targets.

Target value

The target value for the period or per day depending on the option Set period target / Calculate using daily target.

Set period target / Calculate using daily target

Choose if your entered target is a monthly target or daily target.

Keep existing targets / Replace existing targets

Select if you want to keep existing targets or replace if there are existing targets.

Keep target values on group level / Create individual target values for each player

When adding values for All or for a team you can select to generate individual values for the team members (or all).

Update

Click here to update values.

Monthly values

Period

The year and month.

Target

The monthly target.

Daily target

The daily target.

New - Points Page

Points and Score Series - Gamificaiton

This page shows all available scores series in the selected Pointagram account. Add, remove or search for score series. Quick links to:

  • Create a new score series
  • Add points
  • Revoke points
  • Tags
  • Limits
  • Master Score Series links
  • Targets

New - Add Points

Add points by pressing on the Add Points button on score series box and that triggers the Add points view.  

Add Points
DEFINITIONMEANING
PlayerSearch and select players individually. 
TeamSearch for a team and all the team members once.
Points/Point TypeAdd a specific point value or add a point type that is specified from the score series settings.
CommentAdd a comment together with points.
TagsConnect one or several tags to that specific transaction row.
TimeTimestamp of when the point transaction occurred.

New - Parse Points

From the “Add point” view, administrators have the possibility to parse input. Meaning adding several points transactions at the same time. 

Paste information from a file and configure the data columns to match the desired result. Then add the points. 

New - Revoke Points

Revoked points are often used for correcting points. When revoking a points value the score series receives a minus post on the initial amount. When the settings are enabled Pointagram will hide the initial post and the revoking post from the feed.

Score Series 3dotted

This is not the same as removing points, but it gives the same end result. Revoking points are made from the points history page. It can be found through the 3-dotted menu on the score series card.  

Revoke Points

Select the desired row and then press on the 3-dotted menu and select Revoke. 

New - Export Points to CSV

The export function is availble from the Points history view. Before downloading, Pointagram will ask what kind of sperator should be applied; Comma, Semicolon or Tab. It export all the points and it disregards the filter. 

New - Create Points and Score Series

To add a new score series press the plus button on the right corner of the Points page. This will then initiate the creation process by directing to the settings page. 

Score Series Add Button
Score Series Video
Play Video

Settings

The settings page allows administrators to give a score series name, upload a picture and many more great settings for making the gamification experience unique. 

Score Series Settings

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.

Revoked points are displayed on the newsfeed.

Revoked points are often used for correcting points. When revoking a points value the score series receives a minus post on the initial amount. When the settings are enabled Pointagram will hide the initial post and the revoking post from the feed. 

Player can give points to other players

Enabling this options will let players give points to other players. 

Players can add points to themselves

Enabling this options will let players give points to themselves. 
Data filters Use this option if you want to limit players access to other players point history.

Advanced options

The advanced options give the administrators more control over the feed. Limiting feed post,  adding an Event threshold, and changing the scoring verb. 

Score Series Advanced

DEFINITION

MEANING

Wall post thresholdIf 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.
  

Input

This page configures the input for the specific score series. It dictates the nature of the input data. There two types of input types: Free input or a predefined Point Type lists with predefined points. 

Score Series Input Simple

DEFINITION

MEANING

Free inputThe Player can add any numeric value into the points field when adding points. 

Points types

The Player can only select the predefined activities on the list. Each activity has a predefined value. 

Limits

Limit the number of points given per day, week, and/or month. Limits can either be per player to give/get or global for the entire score series. 

When limits are active players can see the current usage in the add points screen. 

In our example, players are able to give one point per day max five times a week and only 25 days in a month. 

 

Tags

Tags can be used to give some more context to points. Let’s say that a deal was closed for a new customer and part of a sales campaign. Instead of just adding 100 points you could add 100 points with the tags ‘New customer’ and ‘Fall campaign’. The tags would be visible in the newsfeed and in the point history. Tags can also be used for Widgets, Competitions, and Badges as a filter option. 

Points History
Tag Score Series
Score Series Input Simple

Tags settings are available from the score series settings menu. From there you can add your own Tags. Tags are global and can be used on every score series. 

The Tag manager can remove, edit and add tags. Show deleted tags. 

Tag settings

Links(Master Score Series)

A score series can be set up to send another score series with points. The target score series is called a master score series. Master score series can act as currency, experience points, and much more. 

Master Score Series Links

Administrators can create a link by pressing on Add Incoming or Add Outgoing depending on the desired setup. 

Score Series Links Manage
DEFINITIONMEANING
Master or Linked score seriesOn Outgoing it shows the Master Score Series(receiving). On Incoming it shows the Linked score series(sending). Here an administrator can select the desired score series.
Copy tagsSelect yes, if you want tags to be copied to the master score series along with the points.
ActiveSet to no if you want to disable the master score series function
Base points on

Per transaction: 1 point per transaction is given before factor is applied.

Per point value: The point value from the score series source is given before factor is applied.

FactorA factor that is applied to either the point value or 1 depending on the above parameter.

New - Targets

One or several different targets can be set for any score series. Target values are set per month for all, for a specific team and/or specific players in any combination.

When targets are used pointagram will automatically fetch the most relevant target value in the following order of priority: 

1. Player target
2. Team target
3. Target for all. 

Targets are stored as a monthly value and each month will have a daily value calculated. This way admins can use targets on a weekly basis as well.

Targets can currently be used in competitions and widget boards. 

Score Series 3dotted

New - Add Target

Target Manager is found under the 3-dotted menu on the selected score series. The target manager will list all available targets for the selected score series.

Targets Manager

From the Target Manager press on the plus sign on the right corner to create a new target. 

Target Settings
DEFINITION MEANING
Name Target name
Score Series Connected Score series
Group and team targets are the sum of all player targets
Group and team targets are the sum of all player targets
If not switched on, Group and Team targets are not affected by player targets.
External ID Used as Target identifier when working with API’s.

New - Add Target Rows

Under Value Tab an admin can see all available target rows. From here an admin can filter and add more target rows. Add new rows by pressing on the plus sign on the right corner. 

Target Settings Value
Target Settings Value Add
DEFINITION MEANING
Add to All players, teams or specific players
Start date & End date Select a period for when this desired changes will take effect.
Target Value Target value.
Monthly/Daily target value It defines whether the value in the target value fields is a monthly target or daily.

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