Company Requirements: Gamification
Required User Privileges: Company Admin / Competition Admin

Step 1 - Competition Type

In the competition creation wizard, click on Gift Swap.

Step 2 - Layout

In the second step of the wizard, you'll be asked to pick a layout for the competition. A layout is the theme of the competition as it's displayed on the TV-monitors. For instance, if the Pirate layout is chosen, the competition will be visualized with a pirate theme, complete with a beach background and chests to open. 

Proceed by clicking the rightmost arrow at the bottom of the wizard.

Step 3 - Participants Type

In the third step of the wizard, you'll choose the type of participants. You can decide if Users should compete against one another, or if Teams should - or even Companies, if the SalesScreen subscription consists of a multiple-company structure.

You can also even create Custom Teams that will only exist in the context of the competition. This is easier understood through an example; if John is on Team-A and Beatrice is on Team-B, you can set up a competition where John and Beatrice are placed on the same team (e.g., Team-Awesome). Team-Awesome will exist as long as the competition is running, where team members are working towards a common goal set by the bounds of the competition.

If available, you can enable the Executive switch, which lets you pit users, across all companies in your multi-company structure, against each other. This feature also enables you to pit teams across all the companies against each other - or the companies themselves, against one another. Custom teams are also supported, where you can create teams for the competition - with members from across all the companies.

Step 4 - Participants

In the fourth step of the wizard, you'll pick the participants of the competition. Find the appropriate description below based on your choice of Participant Type.

Participant Type is User

Select participants from users across all teams. This enables you to set up a competition between all users in the company, or between a specific subset of users.

Participant Type is Team

Select participating teams from the company. You can choose all teams or a subset of teams.

Participant Type is Company

Select participating companies from the list of companies on the left.

Participant Type is Custom Teams

First, enter a name for your custom team in the left text input field. Click Create new, to add it to the list below. You can now proceed to click on the newly created team and add users to the team from the list on the right.

Repeat the process until you have all the custom teams you need.

Step 5 - Settings

In the fifth step of the wizard, you'll define key settings of the competition - i.e. name, due date, report type etc.

The following are short descriptions of the different settings.

Name

Set the name of the competition. In the example above, the name is set to "Gift swap!".
The Name field helps to identify the competition slide that can be placed in playlists, which are displayed on TV-screens.

Description

[Optional]
This field is handy when wanting to provide the competition with a short description.
The Description field helps to identify the competition slide that can be placed in playlists, which are displayed on TV-screens.

Start Date / End Date

Set the start date and end date of the competition. All relevant reports made by users after the Start Date and before the End Date, will count in the competition. 

Compete On

Select what report type is relevant to the competition. Reports can be of type Sales, Activities, Offers or Meetings. In the example above, the competition will compete on Sales. This means that only sale reports will count in this competition.

Products

Select what products are relevant to the competition. The set of available products depends on what you compete on. Only reports, with the products included in this field, will count in the competition.

Gift minimum value

When a report fitting the competition requirements is added, you have the possibility to add a minimum value that report must have in order to let the participant open or swap a gift. 

Allow multiple gifts

Enable this option if you wish to let participants to have more than one gift to their name. If disabled, participants who already have a gift to their name and whose turn it is must choose to either keep their current gift or swap/open a new which will replace their current one.

Steal and Swap probability (%)

Set the probability for a participant trying to steal or swap to be successful.

Gift open deadline (minutes)

Set in minutes how long SalesScreen will wait for a participant, whose turn it is to open, swap or steal a gift, to take action. After that number of minutes, the participant will loose its turn to the benefit of the next in line.

Step 6 - Gifts

In the sixth step of the wizard, you can define gifts that will be available for the grab to the participants during that competition.

To create a new gift, enter a name, and select an icon to illustrate your gift. 

Alternatively you can upload your own image by clicking the Upload button:

Click on the Create new button to save your gift:

Step 7 - Publish Your Competition

In the last step of the wizard you can choose none or multiple playlists to publish the competition slide to. This shortcut exists so that you don't have to assign the competition slide to your different playlists

If you wish to announce the new competition, simply switch on Enable events. This results in a short presentation on TV-screens and computer monitors, when the competition officially starts.

Finally, click on Publish Competition.

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