Triggers are a great way of celebrating when a user logs performance. This can be for a placement, an interview arranged, a set number of CVs sent in the week - or anything else you might want to celebrate!

By default, you need to be an admin user on OneUp in order to create triggers.

Setting up a Trigger

Log into your OneUp account.
Click on the Automate option in the navigation at the top of your screen.
Click on Triggers in drop-down.
On the next page, click + Create Trigger in the top right of your screen.
Name your Trigger (this name won't appear on the screens, it's just for identifying the triggers on this page).

Creating trigger conditions

Click on the newly created trigger, or the trigger you'd like to edit - this will roll down the trigger settings.
First, click Add Condition on the left, and select Metric.

We recommend you only have one condition to meet in order to trigger a celebration, otherwise things can get complicated!

3. Fill in the conditions for the trigger in the When... section. This is the metric and quantity that your team members must meet in order to trigger their celebration!

When using a placement metric that represents users with commission splits as the metric to fire a trigger for, set the value to 0.1. This allows any split percentage over 0.1/10% to trigger a flash.

Setting up a TV flash

Select the trigger you'd like to add an action to.
Click Add Action on the right side of the configuration that appears, and select TV Flash.
A config box appears that allows you to customise the TV flash. Enter the Flash header - this is the message that will appear on the TV. E.g for a placement trigger, you might enter "Deal done - nice one!!". This field also supports emoji entry!
Next, set the duration the trigger will appear on the slideshow for.
In the next box, choose which slideshows your trigger will appear on when fired. This allows you to have certain triggers go off only for certain teams, or in certain areas of the office.
Then, select the user groups who this trigger should fire for. This is handy for preventing, for example, the contract team firing a permanent placement based trigger. If you leave this blank, the trigger will fire for all users in the company if they meet the criteria.
You can then pick the Anthem you want to accompany this trigger. You can choose from User, Custom and Client.
If you select User, your users' personalised anthems will play if they have been set up. Client will pay your company anthem, or the default applause audio if one hasn't been set-up. Finally, selecting Custom, will allow you to upload an audio specifically for this trigger.
After this, select which fields will show on your trigger under Additional Information (more on this below).
Finally, press Save Changes, and you are all done!

Setting up Dictionary powered triggers

OneUp now has the ability to highlight key information on the record that fired a trigger! In the bottom area of the TV flash configuration, there is a box for dictionary fields.

This box obtains information from the Data Insights view for the metric you've chosen to fire the trigger for in the Conditions section.

For more information on how to access Data Insights to see what's available in a given metric, see this article!

To set up Dictionary powered fields in your triggers:

Click on the trigger you'd like to edit, and select Configure on the TV Flash action to customise it.
In the new window, click the dropdown box for Additional Fields.
You'll be presented with options based on the metric you've chosen. Select the options you'd like to see.
Note: A maximum of six fields can be selected.
Once you've chosen your fields, click Save Changes to save the trigger configuration!

Troubleshooting ✨