Managing Contest Activities

If you’re providing contests to your partners to encourage their engagement in your channel program, you’ll need activities that they must complete to earn points in the contest and be successful.

Once you've created your activities in Partner Management > Gamification > Library > Activities, you can add them to any of your contests. Each activity has a default points worth that a partner can earn for completion - this can be customized when an activity is selected for a particular contest.

There are two types of activity in a Unifyr portal contest:

• On-platform activities - these are completed in the partner portal, for example registering deals or taking your courses, and you specify which action trigger will verify them as completed when the user has taken the action (Automatic verification).
• Off-platform activities - these are activities that a partner can only carry out outside your partner portal, for example attending a trade show. You may want to specify that partners taking these types of activity must submit proof to you before they are awarded the points for them (Manual verification).

Each activity can be given a limit to the number of times a partner can complete it and receive points each time while the contest is active - once only (Single Completion), up to x times (Repeatable + Max Limit), or as many times as they want (Unlimited).

Create a contest activity

To create an activity that partners will complete as part of a contest:

1. Navigate to Partner Management > Gamification.
2. Go to Library > Activities in the left sidebar.
3. Click Create.

4. Complete this information: 

   Setting	Type	Description
   Name	Text	The name of the activity. This information is shown to partners in the activity details - see Partner View Preview to see how it will look. Maximum length - 100 characters
   Description	Text	[Optional] More information about the activity, shown to partners in the activity details. This information is shown to partners in the activity details - see Partner View Preview to see how it will look. Maximum length - 64,000 characters
   Verification Type	Dropdown list	The way in which completion of the activity will be confirmed, so that the partner can get points for it. Choose from: Automatic (default) - usually for activities carried out in the partner portal, verification will happen automatically when the partner has completed the specified action. Specify the action in the Platform Trigger field and give some further criteria (depending on the trigger you select). For example: Platform Trigger = Campaign Activation Additional Criteria = Specific Campaign (optional) and Number of Campaigns For more information about the available triggers, see Available triggers for activities. Manual - usually for activities that can't be tracked in the partner portal, partners and supplier need to communicate to verify completion. You can enable the Proof Required option to specify that the partner must upload physical proof of completion (URL or file upload).
   Platform Trigger	Dropdown list	The action for the activity - the partner will get points for this in a contest when they complete it in the portal. You can add criteria to further define the action, depending on the trigger you select. For more information about the available triggers, see Available triggers for activities. Available if you've selected Automatic as the Verification Type
   Proof Required	Checkbox	Whether partners must upload physical proof to show that they've completed the activity. If this isn't enabled, the partner only has to provide notes to confirm completion of the activity. If enabled, these types of proof are accepted: File Upload - PDF, PNG, JPEG/JPG, or GIF, a maximum of 10 files at 10MB each URL Available if you've selected Manual as the Verification Type. If you give the Proof Required requirement for an activity, users that are listed as Weekly Notification Recipients for contests that include the activity will receive a weekly email inviting them to review partners' submissions. Review is done in the Partner Management > Gamification > Manage > Review Queue page. For more information, see Create a Contest and Review Proof of Completion Submissions. Note For an activity based on the submission of a Custom Object (custom information type), proof and points may only be fully granted once you have approved the Custom Object submission itself, too, if the Custom Object is set to Require Approval. For more information, see About Custom Objects and Submissions.
   Default Points	Text	The default number of points available for this activity.  You can override this value for completion of the activity in a specific contest. Maximum: 1,000,000,000
   Completion Limit Type	Dropdown list	The amount of times the partner can complete this activity and get points for it. Choose from: Single Completion - once Repeatable (Max Limit) - up to x times. Specify the limit in the Max Completions field. Unlimited - as many times as they like

5. [Optional] If you're not ready to make the activity available to add to a contest, enable the Inactive toggle. It's set to Active as a default.
6. Check how the activity will look to your partners in the Partner View Preview area.
7. Click Save.

Available triggers for activities

When you select Verification Type = Automatic for a contest activity, you're specifying that the partner will earn points if they complete one of these activities in the partner portal. Some of them require the inclusion of additional criteria:

Edit an activity

You can make changes to contest activities - what you can do depends if the activity is currently being used in active contests:

• if not used - you can edit all details and activate/deactivate

• if used - you can update the Name and Description only

  You’ll be asked to confirm if you want to update the activty in existing contest(s).

Changes to activities don't affect active contests that already include them.

To edit an activity:

1. Navigate to Partner Management > Gamification.
2. Go to Library > Activities in the left sidebar.
3. Find the activity you want to update, and click on it to open it for edit.
4. Update the information or settings, as permitted.
5. [Optional] Toggle the Active / Inactive setting. This isn’t possible if the activity is included in a contest.
6. Click Save.
7. If you’re updating the Name and Description of an activity that’s used in a contest or contests, you’re asked to confirm if you want to update all parent contests. Click Yes, update them or No, leave them to proceed, as required. Selecting Yes will only apply to new instances of the contests.

Activate/deactivate/delete an activity

Active activities can be added to partner contests.

An inactive activity can be deleted from Unifyr Admin. You can’t deactivate an activity that used in an active contest.

To update the availability of contest activities:

1. Navigate to Partner Management > Gamification.
2. Go to Library > Activities in the left sidebar.
3. Find the activity you want to update, and click on it to open it for edit. If the contest is being used in an active contest, this is highlighted at the top of the details view. You won’t be able to deactive it.
4. Toggle the Active / Inactive setting as required.
5. Click Save. The activity’s status changes to Inactive or Active as applicable. You may need to update the filters in the Activity Library to display inactive activities, as they’re not shown in the list as a default.
6. [Optional] If you want to permanently delete an inactive activity - choose one of the options:
   • Open the activity and click Delete.
   • Hover over the activity in the Activity Library listing and click the Delete button .

Add an activity to a contest

Activities are added to contests as part of the contest configuration (Step 3 - Activities). For more information, see Building Contests for your Partners.