Leveraging the Energy Point System for User Engagement

Leveraging the Energy Point System for User Engagement

Introduction

The Energy Point System in iVendNext is a powerful gamification tool designed to boost user engagement, recognize contributions, and foster healthy competition within your organization. By awarding points for specific activities, this system helps track performance, motivate employees, and create a more dynamic workplace.


This guide will walk you through enabling the Energy Point System, creating rules for point allocation, and using features like the Leaderboard and Review System to maximize engagement.



Step 1: Enabling the Energy Point System

1.1 Accessing Energy Point Settings

  1. Navigate to Energy Point Settings in iVendNext.

  2. Check the "Enabled" box to activate the system.



1.2 Configuring Auto-Allocation & Review Points

  • Auto Point Allocation: Ensures users earn points automatically based on predefined rules.

  • Review Points: Assign review credits to users (e.g., Managers) so they can appreciate or critique work.




Step 2: Creating Energy Point Rules

Energy Point Rules define which actions earn points and how many points are awarded.


2.1 Key Fields in Energy Point Rules

Field

Description

Reference DocType

The document type (e.g., Task, Issue, Opportunity) that triggers points.

For Document Event

Action that awards points: Save, Submit, Cancel, or Custom.

Points

Base points allocated (e.g., 5 points for closing a task).

User Field

Determines who gets points (e.g., Modified By, Assigned To).

Multiplier Field

Dynamically adjusts points (e.g., 2x for high-priority tasks).

Condition

Optional logic (e.g., doc.status == 'Closed').

Apply Only Once

Restrict points to a one-time reward per document.


2.2 Example Rule: Task Completion

  • Reference DocType: Task

  • For Document Event: Submit

  • Points: 5

  • Condition: doc.status == "Completed"

  • User Field: Modified By (awards points to the user who marked it complete).


2.3 Example Rule: Opportunity Conversion

  • Reference DocType: Opportunity

  • For Document Event: Submit

  • Points: 10

  • Multiplier Field: Deal Amount (e.g., 10 points × 1.5 for large deals).



Step 3: Using the Leaderboard & Review System

3.1 Tracking Performance with the Leaderboard

  • Navigate to Social Home > Leaderboard to view rankings.

  • Displays top performers based on accumulated points.


3.2 Giving Feedback via the Review System

  • Users with Review Points can:

    • Appreciate: Award bonus points for exceptional work.

    • Criticize: Deduct points (use sparingly for constructive feedback).


IdeaManagers can allocate monthly review points to teams to encourage peer recognition.



Best Practices for Maximizing Engagement

  1. Balance Point Values: Smaller tasks = fewer points; major milestones = higher rewards.

  2. Use Multipliers Strategically: Reward high-impact work (e.g., sales deals, project completions).

  3. Promote the Leaderboard: Highlight top performers in team meetings.

  4. Encourage Peer Reviews: Foster a culture of recognition.



Troubleshooting

  • Points Not Allocated?

    • Check if the rule’s condition is met (e.g., doc.status == "Closed").

    • Verify the User Field maps to the correct person.

  • Leaderboard Not Updating?

    • Ensure rules are set to auto-allocate points.



Conclusion

The Energy Point System transforms mundane tasks into engaging achievements, driving productivity and teamwork. By setting clear rules, recognizing contributions, and promoting friendly competition, organizations can create a more motivated workforce.



    • Related Articles

    • Automating Workflows with Energy Point Rules

      Introduction iVendNext's Energy Point System goes beyond simple gamification - it serves as a powerful workflow automation tool that rewards users for completing critical business processes. By strategically configuring Energy Point Rules, ...

    • Loyalty Notifications and Customer Engagement

      Overview Effective communication is the key to maximizing loyalty program participation. iVendNext's automated notification system keeps customers engaged at every touchpoint, from welcome messages to exclusive offer alerts. This guide covers how to ...

    • Understanding User Roles

      Introduction In iVendNext, User Roles define what users can and cannot do within the system. Roles are a foundational aspect of permission control, ensuring that employees access only the documents and features relevant to their job functions. This ...

    • Understanding User Roles and Permissions

      Introduction: Welcome to iVendNext! As a new user, understanding how user roles and permissions function is crucial for the secure and efficient operation of your system. iVendNext employs a robust system of roles and permissions to control access to ...

    • Understanding User Types

      Introduction One of the fundamental concepts in iVendNext user management is understanding the two distinct types of users: System Users and Website Users. This distinction is crucial for proper system implementation, as assigning the wrong user type ...