Achievements - Amplify

Article Overview

In this article, we will cover how to setup and configure your Achievements. Achievements offer a dynamic way to motivate your sales team to exceed their targets. They mark important milestones, like achieving a sales budget, breaking a sales record, or closing a significant number of sales in a day. With Amplify, you can create customized achievements that align with your organization's goals. These achievements encompass on-screen announcements, unique soundtracks, badges, and experience points (XP), enhancing team engagement and motivation.

Note: Achievements are available to Pro/Enterprise accounts. Adjustments to achievements can only be made by an Admin or Owner role within your SalesRabbit/Amplify Account.

Part 1: Achievement Permission

In order to manage an account's achievements, a user must have the Achievement Permission enabled for their Amplify user. This part will walk through how to check if a user has the achievement permission enabled for their Amplify user.

• Log in to Amplify on the web -> select the "Manage" in the bottom left corner -> click "Users".

• Select the desired user -> click "Admin Access".

• Ensure that the user either has "Company Access" or, specifically, the "Achievement" permission enabled.
• Don't forget to click "Save Changes" before navigating away!

Part 2: Manage Achievements

In this section, we will show you how to Manage your active Achievements.

• From a desktop, select "Achievements" in the left menu bar.
• This page will display all active achievements on your account, along with your personal progress toward each achievement.
• First, click Manage" in the bottom left hand corner, then select "Achievements"

• Admins are able to select on any of the active achievements and view:
  • Unlock History: who has earned the achievement most recently
  • Unlock Leaderboard: a list of users and who has unlocked it the most.
  • Longest Streaks: who has unlocked it the most on a regular occurrence.
• To edit an achievement, select "Edit".

• Editing an existing achievement:
  • Metric: select the metric you'd like this specific achievement to be tracked with.
  • Unlock Requirements: allows you to choose what number a user has to earn in order to unlock the achievement. Also allows to set days/time frames that the achievement is unlockable for.
  • Title: give the achievement a name.
  • Badge: select from a list of suggested badges or upload your own.
  • Description: add a description describing the unlock requirements/purpose of the achievement.
• Click "Save Changes".
  • Tip: you can also edit your achievements under "Manage" -> "Achievements".

Part 2: Create an Achievement

In this section, we will show you how to create a new achievement.

• From a desktop, select "Achievements" in the left menu bar -> "Manage Achievements".
  • Tip: you can also create a new achievement under "Manage" -> "Achievements".

• The Manage Achievements page allows you to edit, copy, disable, or delete an existing achievement. You can also create a brand new achievement from scratch.

• Selecting "+ Create New" will pull up an achievement creation page:
  • In the upper left corner, you'll decide if this achievement will be:
    • Goal: achievement earned by surpassing a fixed value, target progression, or a previous period. Once you exceed the threshold, the achievement is unlocked.
      • Example: 10 sales in a single day.
    • High-Score: achievement earned by surpassing the highest sales value, which then becomes the new benchmark for others to beat. The high-score value moves as salespeople outperform each other.
      • Example: highest sales value in a month.
    • Top Performer: achievements awarded based on the best sales performance within a specified time frame. These recognize the top performer during that period.
      • Example: top seller of the month.
  • You'll then need to decide on the following pieces of information:
    • What Metric will this achievement be based on?
    • How often can this achievement be unlocked?
    • Is this achievement for all teams or specific teams?
    • What the name of the achievement?
    • Which badge will represent this achievement?
• Once you're finished deciding those settings, you can either select "Save as Draft" or "Save and Publish" to save your changes.
• Once an achievement is saved, it will then be unlocked by your users.
  • Tip: Achievements can also be worth a certain amount of coins that a rep receives when they earn they achievement. Edit the coin values for each achievement under "Rewards" -> "Coins Setup".