Ranks

Rank Overview

Ranks within a challenge have two benefits. You create multiple layers of accomplishment for your members and can even provide exclusive offerings as they reach new goals. For example, you can enable functionality or access to specific features based on the members current rank within the challenge. Keep in mind that challenge and mission rewarding are totally independent of ranks.

Let's go through a scenario where you would want to use ranks for your missions.

Imagine you have challenge that has 3 missions within it:

• Reach out to 5 clients
• Sell $1,000 of Product A
• Sell $5,000 of Product B

Add Ranks

Ensure you are in the challenge you want to create ranks for. Click on the Ranks tab and select the Add & Manage Ranks button on the right.

You will start out by creating the base rank for every member that is part of the challenge.

Base Rank

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Base ranks are optional

Creating a base rank is optional. Enabling the base rank means that any member entered into the challenge will automatically start out with that rank. If this an option you don't want to include, keep the option deselected.

Click on Set a new rank and type a name that best suites your base rank. The best practice is to name it something that reflects it's "Beginner" status. For example, you could label your base rank "Beginner", "Junior" or "Padawan".

Once you have named it and selected it as your base rank, click on Done.

Additional Ranks

As you develop more missions within your challenge, it makes sense to define higher levels of ranks as members achieve more difficult missions. To create additional ranks, click on Add Rank. Again, click on Set a new rank to define this new rank.

You will want your ranks to be progressive which means you probably want to start with easiest mission first. The first, and easiest, mission will be to reach out to 5 clients. In the Name field, type "Reach out to 5 clients" and click Next

Promote Rank

You now have to determine which mission(s) a member will need to complete in order to achieve this rank. is this case, select Reach out to 5 clients.

Apply Rank Promotion When

You may run into a situation where a rank requires two or more missions to be completed in order to achieve that rank. The last rank in this example will show how that is possible.

Make sure you are still in the Add & Manage Ranks window under the Ranks tab. Click on Add Rank and give the rank a name that fits best. In this case, the name will be "Master Seller". Click Next so that it will bring you to the Promote Rank section. Select two or more missions that are need to be complete for achieve this rank. When two or more missions are selected, the Appy rank promotion when section will appear, giving you 3 options to choose from.

All missions are completed

Any mission is completed

The following expression is met

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An example of an expression

If selected, you must enter a formula with logical operators. For example, if you enter (1 AND (2 OR 3)), a member will need to accomplish the mission whose order is 1 and either the mission whose order is 2 or the mission whose order is 3 in order to qualify for the rank.

In this example, the final rank will be called "Master seller" and will require the mission to sell $1,000 of Product A and the mission to sell $5,000 of Product B to be completed in order to achieve this rank. From the 3 options, All missions are completed will be selected.

Again, there aren't any custom actions that need to be used for this rank, so go to the Done button and click it to complete this rank.

Allow Members to Skip this Rank

If you want to give members the ability to rank up faster, you may want to enable “Allow members to skip this rank” for particular ranks.

When enabled, members will be able to skip a particular rank when they complete missions that qualify them for a higher rank. For example, if you have 3 ranks, Bronze, Silver, and Gold, you can enable “Allow members to skip this rank” for the Silver rank. If the member is ranked Bronze and completes the missions needed to reach Gold, they would skip the Silver rank and go right to Gold.

In our scenario, we will not be selecting this option.

Custom Action

Ranks can be a great way to provide perks to members that reach a specific rank. For example, if the member reaches the Gold rank, they can gain access to exclusive products that only Gold members have access to.

If you don't see the custom action section
If you require your own custom Actions, In order to see the custom action section, the admin must create the Apex class. If you need help creating an Apex class, follow this example.

Finally, add the apex class as a picklist option in the field CustomAction (FieloPLTCustomActionc) in the object Level (FieloPLTLevelc).

global with sharing class CustomActionSample implements FieloPLT.ChallengeLevel{

    global void promoteRank(List<FieloPLT__ChallengeMember__c> challengeMembers){
        System.debug('Promote '+ challengeMembers);

        Set<Id> levelMemberIds = new Set<Id>();
        for(FieloPLT__ChallengeMember__c chm : challengeMembers){
            if( chm.FieloPLT__LevelMember__c != null ){
                levelMemberIds.add(chm.FieloPLT__LevelMember__c);
            }
        }

        if( !levelMemberIds.isEmpty() ){
            Map<Id, FieloPLT__LevelMember__c> levelMembersMap = new Map<Id, FieloPLT__LevelMember__c>([Select Id, FieloPLT__Level__r.Name, FieloPLT__Member__c FROM FieloPLT__LevelMember__c Where Id In: levelMemberIds]);
            for(FieloPLT__ChallengeMember__c chm : challengeMembers){
                if( chm.FieloPLT__LevelMember__c != null ){
                    System.debug('It was given the Level '+levelMembersMap.get(chm.FieloPLT__LevelMember__c).FieloPLT__Level__r.Name);

					// Your business logic should be added here
                }
            } 
        }
    }
}

In order to implement this, you will need to create business rules using an Apex class that is going to be executed when the member reaches the required rank.

Since there aren't any custom actions that need to be used for this rank, go to the Done button and click it to complete this rank.

Add, Delete, or update a Rank

Ensure you are in the challenge you want to delete a rank for. Click on the Ranks tab and select the Add & Manage Ranks button on the right. Each rank will have an X on the right side of it. Click the X for each rank you would like to remove. Once you are ready, click save.

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Challenges need to be in Draft or Inactive

It is not possible to edit a Rank when the related challenge is not in Draft or Inactive status