Recorded video: https://www.youtube.com/watch?
Often, Channel Executives wonder what is going on in their channel. What are my Channel Account Managers (CAMs) doing? Have they trained their Partners effectively? Are they trained to handle the new product launch?
With Missions, they can answer these questions. They are tasks that need to be accomplished within the channel ecosystem to keep it thriving and successful.
These missions can be pre-selected lists that executives create for common occurrences, like on-boarding or sales training, or they can be a reminder of a day-to-day task that needs to be accomplished, such as discovering a new slide deck in the Resource Center. The possibilities are limitless!
Getting participation in Missions is never an issue because ChannelEyes offers ways to gamify the process so that people will be more likely to take part. Whether it’s leaderboards to bring out their competitive edge or assigning a prize for those who complete the mission, like a gift card, participation is very far from impossible.
There are several ways to use missions of missions- each one promotes different types of activity within the channel.
- Individual- Missions can be sent to individual Partners, but they can also be sent to internal staff with SalesForce licenses (CDM, OCM, etc.). Basically, anyone who receives a mission can then act on it and complete it.
- Group- This is a mission given to a Partner Company. Only 1 user at that company checks the mission and then takes on the responsibility of it.
- Challenge- A limit can be put on the number of users that can take part in a certain mission created. For example, the first 10 users who post a blog about the new widget could receive a gift, like a Starbucks gift card.
- Crowdsource- To encourage behavior, a challenge can be given to all participants in a group. Therefore, everyone must complete the mission for the participants to receive a reward. For example, all sales representatives in a company must complete a task by Friday to receive movie tickets.
The Missions Interface
To access the Missions interface, log into the CMS. Click the Missions button on the left toolbar.
The Mission interface has a dark grey top toolbar with four options: Mission Verification, Partner Activity, Objectives, and Missions. These are the four sections of the Missions module.
- Mission Verification- This is the default view that appears when you click the Missions button on the left toolbar. Objectives users have completed but still need to be verified are listed here. From this list, the pending objectives can be reviewed, approved, or rejected.
- Partner Activity- From this dropdown menu, the activity of each mission can be viewed individually.
- Objectives- Create, edit, delete, and view objectives.
- Missions- Create, edit, delete, start, pause, stop, and invite users to missions.
How do I create a Mission?
Since a mission is one or several objectives to be made available to a group of users to complete, to create a mission, the first step is to create an objective. Once one or more objectives have been created, they can be compiled into a mission.
Objectives and Missions
Objectives are the tasks that are created for partners to complete. These tasks could include reading a document, viewing a card deck, or making a sale. An objective can be used in multiple missions at the same time. Consider the Objectives menu as a library- once they are created, they can be used in any future mission.
Missions are comprised of one or more objectives. Once a mission pack is created, invitations can be sent out to users so they can participate. Users who accept the invitations will be asked to complete the first objective in the mission. Once the first objective is completed, they will be asked to start the next one. Missions can be automated with start and end dates and completion triggers. Since missions are built from objectives, once there is an assortment of objectives, new missions can be created easily and quickly from those existing objectives.
Creating an Objective
Click the Objectives button on the Missions top toolbar to open the Objectives menu. Clicking the green Create Objective button in the top right brings up the Create Objective menu. These are the fields in the Create Objective menu:
- Name- Give the objective a name. It should be a simple description of the task that needs to be completed. For example, this could be “Read a Document” or “Visit a Customer”.
- Instructions- A more detailed description of the task that needs to be completed. Include any additional information a user would need to complete the objective.
- “Review and Verify” Checkbox- This box is checked by default. If left checked, any time a user submits that they have completed the objective, it will show up in the Mission Verification menu and an administrator must review and verify it to be officially marked completed. If the box is unchecked, any time a user submits that they have completed the objective, it will be auto-verified; the administrator doesn’t have to do anything.
- Verification Instructions- Describe what the user needs to do or supply to adequately verify that they have completed the objective. For example, depending on the objective, this could be answering a question or sending a screenshot.
- “Reminder Frequency” Dropdown- How often a reminder email is sent to users who accepted the mission the objective is a part of.
- Resources- Any content that is not already in the system that the user needs to complete the mission can be attached here. There are two types; Link Resource and Location Resource. Link Resources include a link to a website, file, video, or other resource online. Location Resources are real-world locations, like the address for the hotel the next conference will be held at.
After filling out these fields, click the Save button at the bottom if the first mission will have one objective, or click the Save and & Create Another to create another objective if the first mission will have multiple objectives.
The Objectives menu will return after saving the new objective. Notice that in the Status column, the new objective is listed as Drafted. In order for the objective to be used in a mission, it must be listed as Published. Click the blue cloud button below the word “Drafted” to publish it. “Drafted” will change to “Published”, the blue cloud button will turn yellow, and a success notification will appear in the upper right corner of the screen. An objective can be returned to the Drafted state at any time to prevent it from being used in new mission packs by clicking the yellow cloud button.
Creating a Mission
Click the Missions button on the Missions top toolbar to open the Missions menu. Clicking the green Create Mission button in the top right brings up the Create Mission menu. These are the fields in the Create Mission menu:
- Name- Give the mission a name that makes the mission easily differentiable from other missions. For example, this could be “Partner Onboarding”.
- Description- Explain the purpose of the mission. If there is a prize, you can notify users here.
- Send invites on- This is the date that assigned users will receive invitations to start the mission. If a date is not chosen, invitations will be sent when the mission is started.
- Automatically ends on- This is the date that the mission will end. Users will no longer be able to complete objectives for that mission. If a date is not chosen, the mission will be active indefinitely. A mission can be manually stopped at any time.
- Objectives- Choose which objectives will be included in the mission.
- Completion Triggers- Set conditions to automatically end the mission based on number of user completions or a time interval. If multiple conditions are specified, the first one to occur will end the mission. For example, this feature could be used to automatically end a mission after the first 20 users have completed the mission or 8 hours after the mission was begun, whichever comes first.
After filling out these fields, click the Save button at the bottom, or click the Save and & Create Another to create another mission.
The Missions menu will return after saving the new mission. Notice that in the Status column, the new mission is listed as Drafted. In order for the mission to be started, it must be listed as Published. Click the blue cloud button below the word “Drafted” to publish it. “Drafted” will change to “Published” and a success notification will appear in the upper right corner of the screen.
To invite users to complete the mission, click the Partner Activity “heart” button next to the mission. From there, you can select existing users by checking the box next to their row in the list or importing a list or invite new users by entering email addresses or importing a list.
If a “send invites on” date was specified for the new mission, it will begin automatically on the date specified. If not, a green start arrow button will appear next to it in the Status column. Clicking the button will start the mission.
Once a mission is started, it can paused or stopped at any time. While a mission is paused, users cannot submit objective completions. To pause the mission, click the white pause button in the status column. To stop a mission, click the red stop button in the Status column.
Verifying Submitted Objectives
If the “Review and Verify” checkbox was left checked for an objective, any time a user submits their completion for that objective, an administrator must verify the submission so the objective is officially completed and the user can begin the next objective in the mission, if one exists.
Click the Missions button on the left toolbar or the Mission Verification button on the Missions top toolbar to open the Mission Verification menu. A list of all the submissions pending verification are listed there.
To verify that the user has completed the objective, click the blue eye Review button next to the submission. A popup will appear with the user’s comment and/or image. If the user has satisfactorily completed the objective, click the green “thumbs-up” button at the bottom of the popup. The user will be notified that they have satisfactorily completed the objective, and if there is another objective in the mission, it will begin. If the user has not satisfactorily completed the objective, click the red “thumbs-down” button at the bottom of the popup. The user will receive a notification that their submission has been rejected. They will be able to resubmit their verification. The user can also be emailed directly by clicking on their email address in the Partner column of the Mission Verification list. This can be useful to explain to the user why their submission was unsatisfactory or to respond to a question in their verification if they ask one.
Creating More Missions
Once the first mission has been created, it becomes easier to make more. Since objectives are reusable, once objectives are made for one mission, they stay available in the future to be used as a part of new missions.
Also, missions can be copied. If a concept for a new mission is exactly the same or almost the same as an existing mission, it can be copied by clicking the white copy button next to the mission to be copied. An exact duplicate of the mission will appear at the top of the list as a Draft. It can then be edited by clicking the blue “pencil” button next to the mission.