Plan Creation and Types

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 explains how to add specific participants when creating a new Plan. This way, the Plan is visible only to those users it concerns, not to others, ensuring that each user sees only the relevant Plans. It also helps guarantee that only pertinent users are included in the leaderboard and that the ranking displayed is correct. Additionally, if the rewards for a Plan vary depending on user criteria (such as designation, location, etc.), you can define different groups and assign the appropriate rewards accordingly. This allows different rewards to be set based on the audience within the same Plan.

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Step 1: Navigate to Plans> All Plans> Create a Plan.

Step 2: Select a Plan Label using the drop-down menu from the already created ones, or you can create a new one from the All Plan tab.

Step 3: Select the Plan Type

You have three options here:

3.1 Milestone:

This Plan lets you set goals in a progressive pattern. Add a reward for every goal to nudge your participants to keep pushing themselves.

Let's walk you through how to create a milestone-based plan.

3.2 Target:

This Plan lets your participants select one of the goals as their target, before the Plan begins.

While all the goals will be visible to the participants, the nudges and prompts will focus on meeting their chosen goal.

3.3 Commission: Setup a complete commission workflow across Compass which encompasses all aspects of commissions namely, commission quota and plan setting, defining rules and relations between achievements and quota, defining multipliers or bonuses if applicable.