Overseeing Participation in Partner Contests

When you've provided engagement contests for your partners, and the contests are running in the partner portal, you can get real-time insights and input into overall partner participation and progress.

As a supplier, you have these options - they're available in the Partner Management > Gamification area of Unifyr Admin:

• Manage > Review Queue - review/approve/reject partners' uploaded proof that they have completed a contest activity
• Analyze > Reports - view live dashboards and point-in-time snapshot data for your active contests

You must have the Partner Management > Gamification Reviewer permission assigned to access these areas in Unifyr Admin.

Review proof of completion submissions

If a contest includes activities that require manual confirmation of completion (usually actions that have no tracking trigger or are carried out outside the partner portal), you can set them so that the partner must submit physical proof of their participation. For more information, see Create a contest activity.

Activities of this type are shown in the partner's contest dashboard with a Requires Review badge, and include a Documentation needed link. The partner can click the link to access a form to describe their participation and upload a file or provide a URL to the required evidence.

When they've submitted the form and the necessary corroboration, an entry is added to the Manage > Review Queue of the Gamification page in Unifyr Admin. Nominated supplier users can review the submissions and approve them, reject them, or request more information, as necessary.

Supplier users that are listed as Weekly Notification Recipients in a contest's configuration receive a weekly email notification to advise that there are submissions from that contest in the queue for review. For more information, see Create a contest.

To review a proof submission:

1. Navigate to Partner Management > Gamification.
2. Go to the Manage > Review Queue tab in the left sidebar.
3. Find the submission you want to review - you can use the search field if you know the details, or filter the list for a specific contest or status.
4. Click Review.
5. Review the details and notes of the submission. View the proof in the Proof of Completion field, by clicking the provided link or downloading the uploaded file(s).

6. Choose one of these actions:

   • Approve - approve the submission, and award the partner the assigned points.
   • Reject - reject the submission, with the reason why you're refusing it. The partner can update and resubmit if required.
   • Request Info - send the submission back to the partner, with a message asking for additional information or clarification. The partner can update and resubmit if required.

   The status of the submission changes as appropriate. You may need to change the filters on the Review Queue listing to see them, as the list only displays submissions of status Pending as a default.

View contest dashboards and data

Suppliers can monitor the performance of their active contests via an admin dashboard with real-time visibility into enrollment, participation rates, activity engagement, and point distribution.

Navigate to Partner Management > Gamification and click the Analyze > Reports tab in the left sidebar.

Choose the contest you want to view from the Select a contest dropdown list.

You have access to this information:

View

By default this is set to Live, which gives the current status of the contest. This is updated every 5 minutes.

To view how the contest stood on a particular day, click Snapshot and choose the date from the picker. 

Leaderboard

The Leaderboard area of the report shows the partners who have enrolled in the contest, their current rank, and details about their performance. If you're looking at a snapshot view, you'll see a subset of these data points:

• Rank - current position
• Change - the change in their position in the table since the report was last updated
• Points - their total accumulated points, earned from all completions of all activities in the contest
• Activities - the number of activities they've completed
• Qualified - whether they've earned the minimum number of points required to compete for rewards in this contest yet. You set this when creating the contest. For more information,  see Create a contest (Points). 
• Last Activity - the last time they completed an activity, or had proof of completion approved. 

You can export a CSV of this data, if you need to review in more detail, or send to another colleague for reference. Click Export - the file is downloaded to your desktop.

Activity Completion Report

This area of the report provides a rundown of how partners have engaged with the activities in the contest:

• Total Completions - the number of times the activity has been completed in the context of this contest
• Unique Partners - the number of partners that have completed the activity when competing in this contest
• Total Points - the points accrued by partners completing this activity
• Approval Rate 

You can export a CSV of this data, if you need to review in more detail, or send to another colleague for reference. Click Export - the file is downloaded to your desktop.

Export Partner Activities

This area of the report allows you to download a list of the activity proof submissions made by partners for the contest. With this information, you can reconcile their current points total.

Choose the partner(s) from the list of participants then click Export Activities. A CSV file listing the submissions, their status, and the points awarded is exported to your download area.

If you don’t select a partner, the files shows the submissions from all participating partners.