Configure Gamscope | Online Help - Zoho CRM

Configuring Gamescope Settings

Gamescope will not be supported for new sign-ups from October 1st, 2021. We will sunset it for all users by November 30th 2021. All users are recommended to use Motivator for Zoho CRM instead, which is more advanced and packed with essential features. 

Gamescope runs on trophies and badges. It is important to configure the right trophies and badges before you start a game.

Availability
Permission Required
Users with Module Customization permission in their profile can access this feature.


Trophies Vs Badges

  • A trophy is an award you get only if you take part in a game. If you do not take part in a game, you cannot win a trophy.
  • A badge is an award you get, not for winning a contest, but for completing a sales target. You do not have to be a part of a game in order to win a badge.

Manage Trophies

Trophies are configured based on sales activities such as leads conversion, deal closure, task completion and so on. To configure a trophy, you must mention the sales activity, the criteria to be met in order for a person to win the trophy as well as the number of points that the trophy is worth.

  • Trophies for a game are awarded only based on the performance during that particular game period.
  • By default Zoho CRM has five trophies.
  • Users can create up to 20 custom trophies to their CRM account.

Add New Trophies

To add a new trophy

  1. In your Zoho CRM account, go to  Setup .
  2. Under  General  settings, click  Gamescope .
  3. In the  Gamescope  page, click  Trophies  + Add New.
  4. Specify the required details in the
     
    Add New Trophy window.
    • Name -  Enter a suitable name for the parameter.
    • Challenge -  Provide a brief description about the trophy.
    • Module -  Select the module on which the action has to be performed to win the trophy.
      You can create trophies for all modules except notes and emails.
    • Action -  Select the action that has to be performed in the module.
      Create, Edit  and  Create or Edit  are actions that are common to all modules. Apart from these, each module has some special actions associated with it. For example,  Leads  module has an action called  Convert,
      Potential  module has an action called  Closed Won/Lost.
    • Trophy icon -  Select an icon to represent the trophy from the list of available icons and name it as per your choice.
    • Criteria -  Mention the criteria for the action to be performed.
    • Criteria name -  Enter a suitable name for the criteria for easy identification.
      The Point Label should not exceed 50 characters.
    • Points -  Specify the points to be awarded each time the action, matching the criteria is performed. Each criteria should have a point associated to it.
      Points will not be awarded when the actions are performed in the following ways:
      Actions done using import , sheet view , bulk api insert; actions like automatic email response, automatic task creation that are performed by triggering automation workflow.

      For example, if the trophy is to be awarded to user who converts maximum leads from the Large Enterprise Industry, do the following:
      • Choose  Leads  as the module.
      • Choose  Convert  as the action.
      • Under  Criteria  choose  Industry  is  Large Enterprise .
      • Specify the number of points for the action.
        Also you can make this more interesting by providing multiple scoring scales. For example, under criteria you can provide multiple criteria each with different points. Say, if the  Lead source  is  Webform , they can be given lesser points than a lead with a source as  Chat.  This is because obtaining a lead by directly interacting with them needs more effort than obtaining a lead through webforms.
  5. Click  Add .

Note
  • Once a trophy is created, it automatically gets enabled for the ongoing games as well as future games.
  • For ongoing games, this will not affect the current score. The trophy's score will get included only from the moment it is created.

Edit Trophies

To edit the existing trophies

  1. Click [ Settings  icon] .
  2. In the  Gamescope  page, click  Trophies  Edit .
  3. Modify the details as required in the  Update trophy  window and click  Update.


Note
  • Default trophies cannot be edited.
  • Modifications include changing trophy name, adding new criteria, changing the points awarded, etc.

Disable Trophies

Once a trophy is created it automatically gets enabled for the ongoing as well as future games. However the user can disable the parameters if required.

To disable the trophies

  • In the  Gamescope  page, click the  Settings  icon [ ] and click  Trophies .
  • Turn off the  Trophy  that has to be disabled.
    The games created thereafter will not include this parameter to calculate the scores.

Manage Badges

Badges are time specific rewards awarded to users who achieve certain goals within the specified time.

  • To win a badge, the user need not be a part of any game.
  • Badges are game-independent rewards.
  • By default Zoho CRM has five badges.
  • The user can create a maximum of 20 custom badges.

Add New Badges

To add new badges

  1. In your Zoho CRM account go to  Setup .
  2. Under  General  settings, click  Gamescope .
  3. Click  Badges  Add New.
  4. Specify the required details in the
     
    New Badge configuration  window.
    • Name -  Enter id for the badge.
    • Description -  Enter a suitable description for the Badge.
    • Module -  Select the module for which the action has to be performed to win the badge.
    • Action -  Select the action that has to be performed in the module.
      Create, Edit  and  Create or Edit  are actions that are common to all modules. Apart from these, each module has some special actions associated with it. For example,  Leads  module has an action called  Convert,
      Potential  module has an action called  Closed Won/Lost  and  Sum of Potential.
    • Target -  This specifies the number of times an action has to be performed and the time limit before which the action should be completed.
      The time limit can either be in Hour(s), Day(s) or Month(s).
    • Additional Criteria -  You can also add other additional criteria for the target.
    • Badge icon -  Select an icon to represent the badge from the list of available icons and name it as per your choice.
    For example, if the badge is to be awarded to user who closes 5 potentials within 5 hours, Choose
     
    Potentials  as the module and
     
    Closed Won  as the action. The target is given as
     
    Closed Won 5 Potentials within 5 hours.
  5. Click  Add .

Edit Badges

To edit an existing badge

  1. In your Zoho CRM account go to  Setup .
  2. Under  General  settings, click  Gamescope .
  3. Click  Badges  Edit.
  4. Modify the details as required in the  Update Badge  window and click  Update.

Note
  • Default badges cannot be edited.
  • Modifications include changing badge name, adding new criteria, changing the target, etc.
  • The  Sum of Amount  is an action that is specific to  Potentials module.  This action indicates the total amount earned by closing n number of potentials in a given time period.
  • The action  Closed won  will work not only for the  Closed Won  potential stage, but also for any other stage with the  forecast type  as  Closed Won . To know about forecast types, click  here .

Disable Badges

Once a badge is created it automatically gets enabled for the ongoing as well as future games.  However the user can disable the badges if required.

To disable the badges

  • In your Zoho CRM account go to  Setup .
  • Under  General  settings, click  Gamescope .
  • In the Gamescope page, click  Badges .
  • From the list of Badges displayed, turn off the Badge that has to be disabled.

Enable Notifications

Since users may not be present in the gamescope page all the time, they are likely to miss certain important updates about ongoing games. For example, a user may not know that another player has overtaken him/her in a particular game. To avoid this, the user can turn on notifications for a particular game which he/she considers important. Once notifications are turned on, the user will get a notification every time his/her rank gets affected.

To enable notifications for a particular game

  1. Click the  Gamescope  icon.
  2. In the  Games  page, click the  Ongoing games  tab.
  3. Click the  Notification  icon that is displayed near the game for which notification has to be enabled.
  4. This will create a seperate tab with the selected game's name as the tab's name.
    Clicking this tab will provide complete details about this ongoing game.

  5. These notifications can be viewed later (if the user was not available at that particular time) by clicking  notification  icon in the gamescope page.

Note
  • Notifications can be enabled only for one game at a time.
  • The users will get notification for the badges by default. It is not necessary to enable notification for badges.
  • Users will get pop up notifications by default in the following instances:
    • When a new game starts.
    • When a game ends along with the name of the winner.
    • When the user wins a trophy.

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