How to create Challenges in Splash

Overview

Employees can compete on public leaderboards, show off badges for completing specific tasks, and even earn points that can be redeemed for prizes within Challenges in Splash.

Create friendly competitions between employees, driving them to create real results for your business!

Accessing the Challenge Configuration

1. Log in to https://splash-app.crm.co/ with the credentials provided to you by Faye.

2. On the left side of the screen click on the Game dropdown, you will be able to see the options for Challenges, Levels, Badges, and Rewards.

3. Clicking on any of them will navigate you to the management screen for the respective Game configuration screen (i.e. Challenges, Levels, etc). Each management screen will display the standard out-of-the-box configuration items as well as any custom items that a user previously created. From the management screens, you will be able to create new items and modify existing items.

4. Each management screen contains a Create button in the top right-hand corner of the screen.

Creating a New Challenge

1. Click on Challenges under Game on the left-hand side

2. Click on "Create Challenge" on the top right

3. On the next screen, you will need to fill in the details of the Challenge. You will need the name, instance, challenge type, and description.

• The "Name" field is whatever you want to call the Challenge. We recommend something that makes the goal of the challenge clear but we also recommend that you try to make it playful. Rather than "Close an opportunity", for example, try "Bringing Home the Bacon". This is supposed to feel fun for the users. Simply creating and tracking more tasks for them will not make it more fun or enjoyable - so get creative.
• The "Instance" field should be filled in for you and is the URL of your SugarCRM instance.
• The "Challenge Type" field can be any of the following:

- Normal: Once a condition is met the challenge is complete. This can include the number of calls made, the number of opportunities closed, the number of times logged on, or any other action you choose. There is no time limit to complete

- Time-based: Similar to a normal challenge but with a time limit. For example: Make 10 calls in 3 days, close 5 opportunities in 1 week. From the time the challenge starts there is a fixed time to complete it. A challenge starts when the first of the conditions are met, so the first call is made or the first opportunity closed. If the challenge isn't completed within the time limit it resets and the user will have to try again

- User-based: Similar to time-based, however, the user determines when the challenge starts. Once they start the challenge they will have a fixed amount of time to complete it.

• If time-based or user-based is chosen, then additional fields will need to be filled to say how long they have to complete the challenge.
• The "Description" field is just a detailed description of what the challenge is.

4. On the right side, you can also fill out the Rewards from completing the Challenge. You can set a number of Coins, Points, and a Badge that the user will get for completing the Challenge.

• Coins: The number of coins they will receive for completing the Challenge. Coins can be traded in for Rewards as will be explained later on
• Point category: If you want you can have users earn points in different areas. It helps them see what their strengths are and where they can improve by seeing where they are getting points.
• Points: The number of points they earn for completing the Challenge.
• Badge: If you want you can set them to win a badge for completing a challenge

5. Once you've completed the configuration click the "Create" button at the bottom left-hand side of the screen.

Adding a Game Activity to a Challenge

Once the screen has reloaded, there will be a new section that appears at the bottom of the screen called Game activities. This section is for configuring the requirements for completing the Challenge.  

1. Click on the Add new in the right-hand corner of the screen.

2. A modal will appear on the screen that will allow you to add the Game Activity. 

• Name: This is the "Name" of the Game Activity.
• Game Action: Select the "Action" that the user will take when completing this activity. There is a set of standard actions that are automatically configured by the system when the first game is initiated. If you can't find an activity that fits your use case you can create "Custom Actions". This can be done by selecting Admin > Custom actions from the navigation.  Once created it will then show in the drop-down list of Game Actions which is accessed from this section.
• Module: This is the module that the Game Action is completed on. Certain Game Actions do not require this input (e.g.  Login, Logout, etc).
• Quantity: This is the number of times the Game Action must be completed for the challenge to be completed. For instance, if you wanted users to create 5 new leads to complete this Game Activity you'd set the Game Action to "Create a record", set the Module to "Leads" and set the Quantity to 5. 
• Parameters: This currently remains empty.

3. Once you've entered all of the values click the Add button.