Activities: Configure Activity Scoring

Overview

Activity Scoring allows you to measurably incentivize partner behavior by defining rule-based schemes to drive motivation, track performance, and promote rewards for high achievers.

Activity Scoring can assist with the collection of vital intelligence about the overall health of your partner programs, whether the focus is on tier promotions, target-driven initiatives, or partner engagement.

This article summarizes the steps required to set up Activity Scoring.

Before You Begin

Log into the Zift PRM Admin with adminTask:1 (or higher) and userTask:3.

How to Configure Activity Scoring

Once you have a plan, you can use the Activity Scoring functionality to measure and encourage behavioral change to support your goals.

1. Grant the correct Security rights to the user who will manage Activity Scoring.
2. Create Schemes.
3. Create Rules.
4. There are two Relaytags available to display Activity Scoring progress to users on Portal Pages:
   1. RELAY_ACTIVITY_SCORE_SCHEME_REPORT will display a table summarizing the information for a single Scheme.
   2. RELAY_ACTIVITY_SCORE_SCHEME_WIDGET will display a graphic achievement image, optionally including the user's current rank relative to others enrolled in the Scheme.

Related Topics

• Configure Activity Scoring Security Settings: Perform these steps to enable Activity Scoring for users.
• Create Activity Scoring Schemes: Describes the procedure for adding a new Activity Scoring Scheme.
• Create Activity Scoring Scheme Rules: Describes how to add rules to an Activity Score Scheme.
• Administer Activity Scoring Schemes: Describes the tasks required to monitor and administer an active Activity Score Scheme.
• Evaluate Activity Score Schemes: Describes how to evaluate the effects of an Activity Scoring Scheme. This task may be performed concurrently with implementation or after the Scheme has been inactivated.
• Activity Scoring Best Practices