Creating a User Achievement

To 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.