Challenge Missions

What are missions?

Missions are series of tasks that members need to accomplish in order to win a challenge. Missions leverage our powerful Multi-Action Engine, which tracks and assesses member activities in order to drive targeted behaviors.

Creating a Mission

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Before creating a mission, make sure you've set up the Action you'll use to define the behavior you want to incentivize, as well as the Challenge that will contain your mission.

Let's take a common scenario most companies have and build a mission around it. You have a product, let's call it "Product A", and you want your mission to be for your sales team to sell $1,000 worth of that product.

To create your mission, go to the Incentives tab and select the program you want to work within from the Program menu. Choose a challenge you've created and, on the Missions card, click New.

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Extend Mission Form

You can extend the Mission form in order to add more fields. See how to do that in our Extending a Form page.

Enter a Name and Description

Enter a name and description for your mission. Your members will see these, so make sure they're friendly and illustrative. This mission will be given the name "Sell $1000 of Product A" and the description will be "Sell $1000 worth of Product A within 1 month and get 300 points.".

Set a Start and End Date (Optional)

You can choose start and/or end dates for your mission. Missions that don't have start and/or end dates will be processed as long as the challenge that they're a part of is set to Active. Since this example mission has a time limit of 1 month, go to the Start Date and put in today's date. Now go to the End Date and set it for 30 days from today's date.

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Mission dates must always fall within the period of the challenge that they're in. For instance, a challenge that starts on May 6 and ends on May 20 can only have missions that start on or after May 6 and end on or before May 20.

Including Historical Data (Optional)

Historical Data Processing allows member’s past data to be calculated and to be taken into account towards the completion of a particular mission's goal in a challenge. For example, imagine that you are creating a mission in July, but in reality you want everything that the member has done since January to be considered. In this case, you can check Do you want historical data processed.

If you activate this, the Historical Data Start Date will become enabled. This is where you would select January, 1st (following the example above), so that all the data accumulated from this date up until the mission's end is considered. Note that the mission's start date has to be the same, or before, than the Historical Data Start Date and if it is is left blank, it will process all previous historical data.

The historical data is processed every time that a new challenge member is created, which happens as soon as a member performs the action being incentivized. The system will calculate everything that the members that apply to the mission have done in the past and save in their Mission Member record.

This mission will not be using historical data so leave this section Inactive.

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For Currencies that have Partial Expiration Mode to expire on a regular basis, you need to schedule a batch process manually.

1. From Salesforce Setup, quick find and select Apex Classes.
2. Click on Schedule Apex.
3. Give it the name "Partial Expiration Point Batch" and, for Apex Class, search for and select MissionReprocessBatchSchedule.
4. Under Frequency, choose Weekly and check all days.
5. Give it an end date of as far out into the future as possible and a preferred start time of 12:00 AM.
6. Click Save.

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Historical data exceptions

Imagine a scenario where you have two missions, mission A and mission B. If mission B has historical data active, it will be dependent on the completion of mission A. The member subscribed to the challenge must complete the dependent mission first before moving on.

So, only when mission A is accomplished, Fielo will process the historical data for mission B.

Measure Performance

The behaviors, or actions, tracked by the Multi-Action Engine can be measured differently depending on how you want your members to behave. For this reason, there are two different types of performance measurements.

Based on a fixed metric

Missions based on a fixed metric specify a quantifiable goal that your members must reach in order to accomplish the mission.

Compare among members

Missions that compare among members allow members to compete with one another to maximize the desired behavior. Rewarding is determined based on the relative performance of the participating members at the conclusion of the challenge.

Why not make the example mission more exciting, select Compare among members to help this mission be a bit competitive.

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If the target audience of your challenge is Teams, the only option to measure performance is based on a fixed metric.

Include a Leaderboard (Optional)

The leaderboard shows members how they’re doing on the mission compared to their fellow participants, being a scorecard that displays the ranking of members who are part of a mission. Leaderboards are great for fostering competition among members and increasing engagement in the challenge.

Since this example mission is already comparing members' performance, it's time to make things more interesting by selecting Yes for using leaderboard in this mission.

How do you want to rank members?

Turning on the leaderboard feature will also bring up the way to rank members. Fielo includes two Leaderboard modes:

• Order of completion: This shows the chronological order in which each member has accomplished the mission objective. It is not possible to use this mode with Missions 'Compare among members'.

• By performance value: Shows how well a member is doing in the mission compared to the other participating members, based on their performance (e.g. number of qualified leads generated, total deal amount closed so far, etc.).

You will want to select By performance value for this example so that the leaderboard will show the progress of the sales of each member.

You are now ready to define the criteria of your mission, go to the bottom right and click Next.

Leaderboard Calculation

Leaderboard rankings are calculated by the LeaderBoardBatchSchedule process, which updates members' positions in the missions. For it to work correctly, be sure that the LeaderBoardBatchSchedule process runs before the ChallengeStatusBatchSchedule process.

Other than going to the Batch Management page to run the batch from there (which will update all Missions in all Programs), you can also update a specific Mission's leaderboard, as long as it is Compare Among Members. For that, go to the Challenge page, find the Mission that you want to update, and click on Update Leaderboard next to it.

Note that, after the Challenge is activated, the leaderboard will remain empty until the next time that the batch runs.

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Leaderboard Tiebreaker

The members will be ranked on the leaderboard by (in this order):

1. Who accomplished the mission first or have the best performance (depending on which leaderboard type you are using).
2. Who performed the Action first. The system will check the Last Mission Activity field on the Mission Member object for that.
3. The Mission Member ID (i.e. who started to participate in the mission first).

So, if two members have performed the same Actions, at the same date and hour, the leaderboard will check the seconds and even the milliseconds to rank the members. If even so they are tied, the member who started to participate in the mission first will have the higher rank.

Define Criteria

Criteria are the conditions that evaluate member activity on a target object to define the behavior type your mission will incentivize. When a member performs an activity that meets these criteria, Fielo's Multi-Action Engine records it as an incentivized behavior and counts it toward the mission.

1. What action do you want to incentivize?
   It shows the specific source for the action, which can be the same object or any other object that has a lookup relationship with it. For example, if the Action object is Transaction, you can choose Transaction or any other related object - in this case, Points - as your Target Object.

2. Set conditions based on object fields
   Rules also allow extra filters, which are fields from target object that refine rules conditions. Those fields can be compared to a specific value or even to another field by using relational operators such as "Equals", "Greater than", "Less than", etc.

3. Add Related List Conditions
   Depending on what object you have in "Use the same object or a related list?", this will allow you to create a condition based on that object.

First, click on the the Actions drop-down and select an option that you'll base your incentivized behavior on. To extend the power of your incentive program, you can create custom Action for your criteria.

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Custom actions

If you require your own custom Actions, you must first import those actions into your Local Development Library.

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What are Conditions?

Conditions allow you define specific thresholds that need to be met in order for the Rules Engine to be triggered. Each criterion takes the form of a logical or mathematical comparison between the value of a field and either a fixed value or the value of another field. For example, you could check whether an amount is greater than a fixed value like $10,000 or compare it with some other field, like Average Sale Amount.

For this example, select the default option with is Generate an Event and win.

A new section will appear that allows you to set conditions based on object fields. click on Set a new condition which will provide the options of this criteria. The Select a field allows you to select one field and compare it to either a fixed value or the value of another field. Under the Select a field drop-down, select Value as the main field to compare against. Leave the Operator to equals and keep Dynamic or fixed value to fixed. Within the Value field, type 1000. What this means is that the Value field needs to be equal to the fixed value of $1,000 in order to achieve the reward.

To add another criterion, click Add condition and follow the same process to define it. You can remove a criterion by clicking .

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Conditions are optional

Setting conditions can expand or enhance the functionality of you incentive program, but it is completely optional.

Process When

When you've finished adding and defining criteria, choose how you want your conditions to be evaluated together. Do you want to require that all of them be true, or just at least one of them?

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Choose the best processing option

• All means that all of your criteria will need to be met for an activity to count toward the Mission.
• Any means that a member activity meeting any one of your criteria will count toward the Mission.
• Custom allows you to specify more complex criteria prioritization. If selected, you must enter a formula with logical operators and your criterion numbers. Example: "(1 AND 2) OR 3” finds records that meet either both the first two conditions or the third. While “1 AND (2 OR 3)” finds records that meet the first filter as well as either the second or third. Begin a condition with the term NOT but do not end one with NOT. For example, “NOT 1 AND (2 OR 3 OR 4)” finds records that meet any of the last three filters and excludes records that meet the first filter.

The default option All conditions are true is what will be chosen for this example.

Once you are ready, go to the bottom right and click Next.

Define Aggregation

Now, you’ll define how you want to use the data from your members’ actions to evaluate their performance.

Under Objective Type there are two options to choose from:

• Count the number of times the action has been performed.

• Sum up the Aggregate Field value over all actions performed.

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Missions using Compare among members

If your mission is Compare among members and you select Count the number of times the action has been performed. you click Save now. Otherwise, if you select Sum up the Aggregate Field value over all actions performed., it will present you with and event that needs to be triggered. In this example, click on Sum up the Aggregate Field value over all actions performed. and choose Value for the Event. You are now able to Save this mission.

If your mission is usingBased on a fixed metric, continue on.

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For Missions using Based on a fixed metric

Missions using Based on fixed metric will have additional criteria to select. Both Aggregation options will require you choose an Operator, Dynamic or fixed value, along with the Value itself. Sum up the Aggregate Field value over all actions performed will have one additional criteria which is to select a field.

Once you have selected the option that fits best for your mission, click Save.

An additional option for Missions based on a fixed metric is the Operator known as Historical Data value mode, which can be used for both types of target audiences.

The mode allows you to set a past time period to be used as a comparison for the Mission you're creating, turning the mission's goal dynamic, since it depends on what was previously accomplished.

For that, you will need to select the date range that the system must consider in the Historical data comparison from and to field. The data of the events that occurred within the selected period will be counted or summarized to reach a value. In the Value field, inform what percentage of this value you want the members to achieve in this mission.

Thus, if you'd like your members to achieve 50% more than January and February events value summarization, it would look like this:

In other words, when you want your members to achieve more than what was previously gained, you should set a value greater than 100% (e.g. 110% for 10% more). If by any chance you want to set a lower goal for them, though, choose a value under 100% (e.g. 50% for half of what was acquired before).

The system will calculate the member historical data and save it as their Goal, a field that can be seen in the Mission Member page. As soon as the goal is reached, the mission will be accomplished and the reward(s) given.

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If the member doesn't have historical data, they won't be able to take part in the mission. And, as long as the member doesn’t have any transactions within the Challenge, their Goal field won’t have any information (i.e. will be null).

Mission Management Tools

Mission management tools allow you to edit, delete or extend the abilities of your missions You can edit or delete a Mission when the Challenge is in Draft or Inactive.

Edit

To edit a Mission, click in the row corresponding to the Mission and select Edit.

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Exceptions

After you activate the challenge, you won't be able to edit the target audience or the subscription mode.

You also won't be able to edit the Mission type, the objective or the leaderboard.

In case there are members with progress in it, you won’t be able to delete missions either.

Prerequisite

Prerequisites require one of more missions to be accomplished before allowing participation in the next.

Mission Rewarding

Mission Rewards are a way to reward members for successfully completing an individual mission.

For more information, see mission rewards.

Delete

To delete a Mission, click in the row corresponding to the Mission and select Delete.

Note that you wont be able to delete the Mission, if any Member has progress in it.