About User Achievements

Overview

User Achievements are tangible portal-based accomplishments that are set by suppliers. They are a great way to keep your partner users engaged and reward them for their success in your partner program.

Achievements are earned at partner user level by completing specific tasks in the portal, such as registering leads, sending an email, posting to social media or completing a certification. Partner users earn points in the partner portal when they complete each Achievement.

In Unifyr One Admin, you can customize the way Achievements will display in portal and filter via Partner Group to define which users will see them.

Your partner users can track their progress against Achievements individually on the User Achievements page in the portal. You have a view on the overall completion of Achievements by partner, in Unifyr One Admin.

You can track your partner's progress against the Achievements you've set for them in their partner account in Unifyr One Admin. You can also export Achievement data for use in another partner recognition program, or to update users' records in your CRM.

Note

It's worth considering how many times a task can be completed when setting up your User Achievements. For example, a Company Profile can only be updated once for each partner, by the partner administrator, so it wouldn't be worth including this achievement for other users.

Before You Begin

Make sure you have any necessary Partner Groups set up before you begin building User Achievements. This will allow you to filter the User Achievements to all partner users in a specific Partner Group.

Additionally, we recommend collaborating with your team to set up a governance document for the points to be awarded for the different User Achievements you plan on making available for your partner users. This will help you more easily determine the scoring of each Achievement.

Contents

Click on the + to expand the instructions for the desired task.

Create a User Achievement

1. Navigate to Partner Management > User Achievements.

2. Click Create Achievement.

   A Preview block in the top right of the Create New Achievement screen shows you how the User Achievement will look in the partner portal. Use the View As option to toggle between how the Achievement appears before the user has completed it (View As: Incomplete) and how it looks when they’ve accomplished it (View As: Complete). The Incomplete View displays the User Achievement tile in grayscale.

   

3. Fill out the following fields:

   Parameter		Type	Description
   Name		Text	A partner-facing name for the User Achievement. This will display on both the Incomplete and Complete views of the User Achievement in the partner portal.
   Achievement CTA		Text	[Optional, but recommended] The subtext that is displayed underneath the Name on the User Achievement. This is a short description of how the partner user can earn this Achievement. This will display both on the Incomplete and Complete views of the User Achievement in the partner portal.
   Scoring		Number	The number of points a partner user will receive for completing the User Achievement.
   Badge		Image	[Optional] Upload an image file as a badge that will be a visible acknowledgment of the partner's achievement. Note: If the User Achievement is incomplete, the badge will display in grayscale. Here are the image requirements for the badges: PNG or SVG file type. Square shape - equal height and width. Minimum image size of 90x90 pixels (for PNG files, the recommended image size is 400x400 or 600x600 pixels.). Maximum file size of 30MB. Transparent background.
   Edit Colors
   Background		Color Picker	Select a background color or image for the User Achievement. By default, the Primary Color selected under Site Configuration > Settings > Styling > Primary Color is used. Note: When the User Achievement is incomplete, the background color will display in grayscale. You can use Upload Background to upload an image as the background of the User Achievement, instead of using a single color. To fit within the User Achievement tile, the image size should be 234x160px. The file size must be 30MB or less. Note: When the User Achievement is incomplete, the background color or image will display in grayscale. Click Clear color to remove any setting made here and return to the default color.
   Text		Color Picker	Select a text color for the User Achievement. By default, the Secondary Color selected under Site Configuration > Settings > Styling > Secondary Color is used.
   Effective Date(s)		Calendar Picker	Set the dates on which the User Achievement will be available in the partner portal. The partner user must complete the Achievement within the specified dates to receive points. The dates can be specified using Between, From, or Until. Note: Once the User Achievement has expired, if a partner user did not complete it within the Effective Date(s), it will no longer display for them.
   Partner Groups		Multi-select	[Optional] Select the Partner Groups that will have access to this User Achievement. If no Partner Groups are selected, this User Achievement will be available for all partners. Use the Advanced option to create rules for assigning the Achievement, based on custom Partner Fields, user roles or partner names. For more information, see Use Ad-Hoc Partner Groups.
   Requirements		Specify the requirements for completing the Achievement, using rules
   Repeatable		Checkbox	Some User Achievements (Events, Marketing, Deal, and Custom Object types) can be repeatable. Enable this option to specify that you would like partner users to be able to complete this User Achievement multiple times.  You can only add one Rule Group if a User Achievement is repeatable. Note: When a User Achievement is repeatable, a partner user can earn points each time it is completed.
   Object Type		Dropdown	Select the object type that will be examined for this rule: Events, Onboarding, Marketing, Deals, Training, or Custom Objects.
   Object		Dropdown	Select the object that will be evaluated for the rule. For example, if you’re configuring a rule based on the Events object type, you can choose activities from various areas of the portal, such as Certification Completed, Deal Distributed, Partner User First Login, etc.
   Operator		Dropdown	Select the operator for the rule.
   Value		Dropdown	Specify the value that must be currently applied to the object/aspect for the rule to be evaluated as TRUE. If you’re configuring a rule based on marketing campaigns the user has activated, all active campaigns from Partner Marketing > Campaigns that have valid effectivity are listed for selection. If you’re configuring a rule based on Deals, you can specify the Type, Stage, Currency, Status and Close Date of Deals to take into account. Note: When using the Deal object, Status defaults to Approved. Remember to adjust the status if necessary.
   Example 1 Configuration: Events / Company Profile Updated / At Least / 1 Description: Updated Company Profile at least once
   Example 2 Configuration: Marketing / Campaigns / Activations / 5 Description: Carried out activations for 5 campaigns
   Example 3:  Configuration: Deals / Total Value / At Least / 50000 Description: Total value of deals = 50,000 (you can set the currency as applicable)
   Add Rule		n/a	[Optional] Click Add Rule to add a new rule (creating a group of rules, each one separated by an AND, i.e. they must all be met to trigger the rule) For example: Company Profile updated at least once AND Carried out activations for 5 marketing campaigns
   New Rule Group		n/a	[Optional] Click New Rule Group to add a new group of rules, separated from the previous rule/group by an OR, i.e. one of the rule groups must be met to trigger the rule. For example: Company Profile updated at least once AND Carried out activations for 5 marketing campaigns OR Total value of deals = $50,000

4. Click the Active/Inactive toggle on the top right-hand corner of the page to activate the User Achievement. When the toggle is set to Active, the Achievement will be available on the User Achievements feature page to the users in the specified Partner Groups.

   Note

   When the toggle is set to Active, the User Achievement details can't be edited. If you’d like to edit an active User Achievement, you must set the toggle to Inactive before proceeding. Learn more under the Edit a User Achievement section below.

5. Click Save.

Edit a User Achievement

Note

Only inactive User Achievements can be edited. If the Achievement is active, you must set the toggle to Inactive before proceeding.

1. Navigate to Partner Management > Partners > User Achievements.
2. Click on the User Achievement you’d like to edit.

3. If the Achievement is active, you’ll need to deactivate before proceeding. On the top right-hand corner of the page, you will see the Active/Inactive toggle. Click it to set this User Achievement to Inactive.

   

4. A pop-up asks you to confirm if you would like to deactivate the Achievement. 
5. Click Deactivate.

6. Make any necessary changes to the Achievement.

   Important

   When you make changes to an Active User Achievement, any edits that you make will affect all partner users who have it available to them and may be working on it. We recommend communicating any major changes to the User Achievement with your partners before making edits.

7. Once all changes have been made, click the Active toggle to re-publish the User Achievement, then click Save.

Delete a User Achievement

Note

Only inactive User Achievements can be edited. If the Achievement is active, you must set the toggle to Inactive before proceeding.

1. Navigate to Partner Management > Partners > User Achievements.

2. Click on the User Achievement you’d like to edit.

   If the Achievement is active, you’ll need to deactivate it before proceeding. On the top right-hand corner of the page, you will see the Active/Inactive toggle. Click it to set this User Achievement to Inactive.

   

3. A pop-up asks you to confirm that you would like to deactivate the Achievement. 
4. Click Deactivate.
5. Click Delete Achievement.

6. A pop-up asks you to confirm that you’d like to delete this User Achievement.

   Important

   You may be deleting a User Achievement your partners are working on. We recommend communicating the removal of this User Achievement with your partners prior to deleting.

7. Click Delete.

Adding User Achievements to the Partner Portal

If you have Active User Achievements built, add the User Achievements feature page to your site navigation to make them available to your selected partners.

1. Navigate to Partner Portal > Site Configuration.
2. Click the Partner View where you’d like to add User Achievements.
3. On the left-hand sidebar, under Feature Pages, find User Achievements.

4. Drag and drop User Achievements onto your site tree.

   [Optional] You can use the arrows to change the navigation depth, edit the Page Details to rename the page and control the visibility of this page to specific Partner Groups.

   Note

   User Achievements can be filtered to Partner Groups at the activity-level and therefore, restricting the Page Visibility may result in visibility issues if you have implemented Partner Group restrictions at the activity-level as well.

5. Click Save and Close.

For more information, see Adding Feature Pages to the Partner Portal.

This is an example of what a User Achievements page can look like in the partner portal. The block with color is a completed User Achievement. The block in gray has not yet been completed by the user.

Monitoring Completion of Achievements by your Partner Users

As a supplier, you get news about a partner's Achievements when accessing their account in Partner Explorer. This gives you an overview of your partners' recent activities and progress.

• In the Summary tab of the partner's account, see:

  • Recent Activity

    This area shows all recent activity by the partner over the last month, including the Achievements their users have completed. You can filter the Recent Activity list to only show Achievements.

  • Recent Achievements Completed

    This area shows the five most recent Achievements completed by the partner's users.

• The Achievements tab of the partner’s account

  This area shows all the Achievements completed by the partner's users.

  If you are interested in having this view enabled, submit a request to your Unifyr One team.

 Training

Learn more with our training course:

• Partner Management - User Achievements

You will be prompted to log into your CustomerONE account to access the link.

Related Topics

• Glossary