A Plan is a specific campaign that you want to run for your users. It will include all the different parameters and calculations that are part of your campaign to give you the correct output and final rewards earned by each user based on your set criteria.

When you create any plan, you must define its characteristics to determine how it will calculate the data and be visible to end users. This can be achieved through different features available within a Plan:

This document outlines how to add specific participants while creating a new Plan. This way, the Plan is visible to only those specific users it applies to and not to the rest, ensuring that only relevant Plans are shown to each user.

It also helps ensure that only relevant users are added to the leaderboard and the ranking shown is accurate.

Additionally, if the rewards for a Plan vary based on specific user criteria (like designation, location, etc.), you can define different groups and then add the relevant rewards for them. This way, different rewards can be configured based on the audience in the same Plan.

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When you create a new Plan, you first have to define its participants. Participants are users you want to include in the Plan.

Plans will be visible on the app to the users who meet the participants’ criteria. You can either have the participants as all the users in your database, or a specific set of users. This feature helps you classify that.

If a plan applies to all the users in your database, you can keep the participants' criteria as “include everyone” and click on “next” at the bottom right.

But if you want specific users only to be a part of a Plan or customize rewards based on user criteria, you must click the “include a group” option.

When you click on the “include a group” option, additional columns appear at the bottom. This is where you get to define the Plan participants.

In the “Name this group of participants”, you can define the name of your participant group. It can be anything from a particular designation, users from a specific location/department, etc.

This particular user criteria can be defined using the “add condition” option under “Start creating variable criteria.”

When you click on “add condition,” you will be able to select from all the user fields that have been added to the user data.

You can select the appropriate field (like designation) and then use the “equal to” or “in” function to define the criteria for that group. For multiple criteria in a participant condition, the “in” condition should be used instead of “equal to.”

You can add participant groups by clicking the “Add another group” option on the bottom right and following the same steps.

Once all the participant groups have been defined, you can click on the “next” button on the bottom right to proceed to the next step to define the relevant milestones.

While defining rewards for each milestone, you can customize the rewards for each participant group you created.

These groups will be shown under the “Participants” columns in the Rewards section. If you select a particular participant group for any reward, that reward will apply only to that group.

For other groups, you can add a reward by clicking the “Add another reward” option on the bottom right.