Game Management

Game Management

 Enable Gamification

To get started with Gamification, the first step is to enable gamification for your CRM account.

To enable Gamification

  1. Click Setup > General > Gamification.
  2. Turn the Enable option On.
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 Create a New Game

To create a New Game

  1. Click [Gamification] icon.
  2. In the Gamification page, click New Game.
  3. Enter the following details in the Create Game page and click Start Game.
    All the fields are mandatory.

Note:

  • A Game will be visible only to the players and organisers of that particular game.
  • The User who creates a game need not be a part of that game.

 Create a group

To create a new group of players

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For further reference , see Managing Groups 

 Manage Completed Games

To view the Completed Games

User Game

Two Players - When a game involves only 2 individual users , the overall scores of both the users will be displayed in the same page followed by the scores of each user against every single parameter. All these details will be displayed in one single page.

Multiple players - If a game involves more than 2 players , only the overall scores of the users will be displayed along with their names, sorted in the order of the total scores. To View the scores of a particular user against each game paramter, click the User's name. This page will display all the game parameters, score of the user for each individual parameter and the rank of the user for the same.

Detailed Score - This option is seen in the home page of a multiplayer game. It provides a list of all the parameters and the scores of each user listed below the respective parameters in the order of the scores. The User at the top of a parameter is awarded the trophy associated with that particular parameter.

Group Game

The Game page appears a bit different for group games. The home page of the game displays the list of groups involved in the game along with the overall scores of each group. The scores of individual users of a group will be listed below the group's score.

Detailed Score - This option has a slighlty different functionality in group games. This option provides the scores of each group against individual parameters. Clicking a particular parameter in the detailed score page provides the scores made by each user for that parameter below their group's name.

 Manage Upcoming Games

View Upcoming Games

Once a game is created to start sometime in the future, the game will be displayed under Upcoming tab until it starts. The User can view the upcoming games by clicking the Upcoming tab in the Gamification page. This will display the details of all upcoming games.

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Delete an upcoming game

If the user wants to delete an upcoming game due to any reason , it can be done any time by just clicking on the [Stop icon] that appears near the name of the game.

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Note:

  • A Two player game can be deleted by either the users who are part of the game or by the organisers. No other user can delete these games.
  • A Multi player game or a Group game can be deleted only by the organisers of the game. No other user can delete these games.

 Manage Ongoing Games

View Ongoing Games

To view the Completed Games

Close Ongoing Games

If the user wants to Close an Ongoing game due to any reason , it can be done anytime by just clicking the Close option that appears near the name of the game.

Note:

  • A Two player game can be closed by either the users who are part of the game or by the organisers. No other user can close these games.
  • A Multi player game or a Group game can be closed only by the organisers of the game. No other user can close these games, irrespective of their part in that game.

Another additional feature provided for managing the ongoing games is Enabling Notifications.

 Enable Notifications

The Users might not be present in the gamification page all the time. This might lead to missing of certain important changes that happen in the ongoing games. For example, the user might not know that some other user has taken a lead in a particular game. To avoid this, the user can turn on notifications for a particular game that is considered important. Once Notifications are turned on for a particular game, the user will get a pop-up every time any user who is playing the game scores a point or performs some activity related to the game.

To enable notifications for a particular game

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.

 Related topics

Overview  | Reward Management  |

 Frequently Asked Questions

1) My CRM account does not have Gamification icon . Why?

This may be due to two different reasons .

2) Can I get notifications for multiple ongoing games?

No. Notifications can be enabled only for a single ongoing game at a particular point of time.

3) Can I delete the games once they are completed?

No. You cannot delete a completed game as the data are already

    1. Name - The User is expected to give a Name for the Game.
      The Game can be named as per the user's choice without any restriction.
    2. Type - The User has to choose the Type of the game to be created.
      Games in Zoho CRM can either be Group Games( Users can team up to form a group and compete against other groups) or User Games (played by individual users) .
    3. Players - Select the Players who are going to play the game.
      Players denote individual Users in case of User game and Groups in case of Group game.
    4. Start Game - This Field is used to declare the time at which the game should start. There are three options provided in the dropdown box
      • Start Now - This option is used to start the game immediately.
      • Today - This option allows the user to start the game at any time in the present day. The user can choose times in intervals of 30 minutes, say 1:30, 2:00,2:30,etc.
      • Custom - This option is used to choose any date and time starting from the present date.
    5. End Game - This Field is used to choose the time at which the game should end.
      Similar to Start Game field this also has three options and the functionality of each option is the same as in Start Game.
    6. Repeat Game - The user can choose to repeat the games on an hourly, daily, weekly or yearly basis. The user can choose the option None if the game need not be repeated. Count denotes the number of times the game has to be repeated
      • Hourly - The games that last for a duration less than or equal to an hour can be repeated on an Hourly basis.
      • Daily - The games that start and end on the same day can be repeated on a Daily basis
      • Weekly - The games that start and end in the same week can be repeated on a Weekly basis.
      • Yearly - The games that last for less than or equal to an year can be repeated on an Yearly basis.
    7. Organisers - Organisers are the users who conduct these games. The organisers may or may not be a player of that game. For example, a manager might create a game for his sales people but will not play the game.

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    1. Click Setup > Users & Control > Users > Groups.
    2. Click Create New Group.
    3. Enter the following details in the New Group window.
      1. Group Name - Give a suitable name for the group. This is a mandatory field.
      2. Group Description - A Short description can be provided if necessary.
      3. Group Source - Group source denotes the source from which the members will be added to the group.
        The group source can be of 4 different types.
        • Groups - The members can be added to this group from another group. In this case the all the members from the soure group are added to the new group.
        • Roles - The users with the selected role can be added to the group.
          For example, if the role selected is Manager all the users with the role as Manager will be added to the group.
        • Roles and Subordinates - This is used to choose the users from the list of subordinates.
        • Users - The users can be added individually to the group irrespective of their roles and profiles using this option.
    1. In Gamification homepage, click Games > Completed.
      A list of all Completed Games will be displayed in this page.
    2. To view a particular game click the game.
      In the Game's page the data displayed will vary according to the type of the game.
    1. Click Games > Ongoing tab in the Gamification homepage.
      A list of all Ongoing Games will be displayed in this page.
    2. Click the game to be viewed.
      In the Game's page the data displayed will vary according to the type of the game.

      User Game

      Two Players - When a game involves only 2 individual users , the overall scores of both the users will be displayed in the same page followed by the scores of each user against every single parameter. All these details will be displayed in one single page.

      Multiple players - If a game involves more than 2 players , only the overall scores of the users will be displayed, sorted in the order of the total scores. To View the scores of a particular user against each game paramter, click the User's name. This page will display all the game parameters, score of the user for each individual parameter and the rank of the user for the same.

      Detailed Score - This option is seen in the home page of a multiplayer game. It provides a list of all the parameters and the scores of each user listed below the respective parameters in the order of the scores. The User at the top of a parameter is awarded the trophy associated with that particular parameter.

      Group Game

      The Game page appears a bit different for group games. The home page of the game displays the list of groups involved in the game along with the overall scores of each group. The scores of individual users of a group will be listed below the group's score.

      Detailed Score - This option has a slighlty different functionality in group games. This option provides the scores of each group against individual parameters. Clicking a particular parameter in the detailed score page provides the scores made by each user for that parameter below their group's name.

    1. Click Ongoing tab in the Gamification homepage.
    2. Click [ Notification icon ].

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    3. This will create a seperate tab with the Game's name as the tab's name.
      Clicking this tab will provide complete details about this ongoing game.

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    4. In addition, the user will receive pop up notifications instantly.
    5. These notifications can be viewed later ( if the user was not available at that particular time) by clicking notification icon in the gamification page.

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    • You do not have an enterprise version of Zoho CRM. In this case Gamification option will not be available in you CRM account because Gamification feature is available only for the enterprise version of Zoho CRM.
    • You have not Enabled Gamification in your Zoho CRM account. To enable Gamification
      • Click Setup > General > Gamification.
      • Turn On the Enable option.

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