Leveraging the Energy Point System for User Engagement

Leveraging the Energy Point System for User Engagement

Overview

iVendNext’s Energy Point System uses gamification to boost engagement, reward contributions, and encourage friendly competition. Points earned for key actions help track performance and motivate teams. This article 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).


Tip: Managers can allocate monthly review points to teams to encourage peer recognition.



Best Practices for Maximizing Engagement

Here’s a quick look at some of the best practices for User 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

Here’s a quick look at some common issues you might run into.


  • 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.




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