Simple reward/notification Achievement (Sign-up & Get Welcome Badge)
REQUEST: We want to trigger a welcome notification and trophy badge to the customers inbox when a new customer signs up. HOW TO ACHIEVE IT: To achieve this, we will create a basic achievement which triggers a badge reward and notification upon fulfillment of conditions. The Condition to be met is a simple on-off trigger of the <sign-up> event by a customer. |
This tutorial shows how to create a basic Achievement with a Reward. If you have any questions regarding Achievements see our Academy basics Achievement creation guide.
Step-by-step guide to create a simple achievement with reward/notification
Step 1: Start creating an Achievement
In your CompetitionLabs space, navigate to Achievements → List.
- You should upload an icon prior to creating an Achievement. If you do not need an icon for your Achievement then you can skip to Step 2. To upload an icon or picture, click Upload Icons. You can upload multiple icons or images to use with Achievements that you create later on.
- To start creating the Achievement, click Create.
Step 2: Achievement settings
Fill out the information about the Achievement. In our case, we are creating a "Simple reward/notification (Sign-up & Get Welcome Badge)".
Fill out information about the State, Name and Description of the achievement.
Settings | |
|---|---|
| Status | Set status to - Draft |
Icon | Pick the icon for your Achievement that you uploaded in the Step 1. |
Name | New Customer Welcome Badge |
Description | You have unlocked the Welcome Badge, happy to have you on board! |
Initial State | Set state to - Hidden |
| *You can read about the Achievement settings documentation in detail in /wiki/spaces/CLRAV/pages/627408917. |
Move on to the next step by clicking Next.
Step 3: Achievement scheduling
This section defines when the achievement is available.
Define run-time, occurrence and scheduling.
| Scheduling | |
|---|---|
| Date and Time | Pick a date and time when your Achievement is valid and it is available. |
| Occurrence | Set occurrence to - Once |
| *You can read about the Achievement scheduling documentation in detail in Step 2: Achievement scheduling. |
Move on to the next step by clicking Next.
Step 4: Achievement entrants
You can define Member groups that would receive the achievement. We will not be configuring member groups in this example.
We will leave the default to All, meaning that all members that participate receive the achievement.
| *If you want to read about member groups for your achievement creation you can read about it in detail in Step 3: Achievement entrants, |
Move on to the next step by clicking Next.
Step 5: Achievement dependent on
This step is used to configure an achievement to depend on other achievements. This is used for creating a progression of achievements. For this example, we will not be creating a dependency.
Fill out the Category of the Achievement.
Dependent On | |
|---|---|
| Category | Onboarding |
| Dependent On | n/a |
| Metadata | n/a |
| *You can read about the Achievement dependent on documentation in detail in Step 4: Achievement dependent on. |
Move on to the next step by clicking Next.
Step 6: Achievement reward
Click + add in the Rewards section to create a new Reward.
Configure the Reward for this achievement:
Enter the information below for this Reward:
Name | Welcome Badge |
Value | 1 |
Type | Set type to - Badge |
Description | Nice to have you on board! |
Expires in | n/a |
Acknowledgement to issue required | Set to - No |
| Delay | n/a |
Click Save and the Reward is created. An example below is shown how a created Reward should look.
| *You can read about the Reward documentation in detail in Step 5: Achievement rewards. |
Move on to the next step by clicking Next.
Step 7: Achievement rules
Define the rules and conditions for the achievement to trigger. The example below shows how the rules should look for this Achievement.
How to set up Rules:
- The Main rules fact is "The count of events where the nested condition(s) evaluate to TRUE for the event" the Main rules operator is "is" and the Main rules constant is "1". The condition match of the Main rule is "ALL" and the evaluation criteria - "TRUE". After that you need to add a Sub rule.
- The Sub rules fact is "The action" the Sub rules operator is "is" and the Sub rules constant is "sign-up". The condition match of the Sub rule is "ALL" and the evaluation criteria - "TRUE".
| *You can read about the Rules documentation and terminology in detail in Step 6: Achievement rules. |
Once you have configured the rules correctly, move on to the next step by clicking Next.
Step 8: Achievement translations
We will not be configuring additional translations in this example.
Move on to the next step by clicking Next.
| *If you want to add languages to your achievement creation you can read about the languages documentation in detail in Step 7: Achievement translations. |
Step 9: Achievement summary
Review, verify and save your achievement or return to editing previous screens.
If you did all the steps correctly as in the guide, you should see the same as shown in the example above. If you see something different, go back to the previous steps by pressing the Previous action icon button. To save the Achievement click Finish and the Achievement is created.
Step 10: Created Achievement
The "Simple reward/notification (Sign-up & Get Welcome Badge)" Achievement created.
By clicking on Achievement Name you can reveal activity statistics and view configurations as shown in the example below.
