Role
Company Admin or Achievement/Gamification Admin
Plan
Essentials (up to 10 achievements), Scale, Pro and Enterprise (unlimited achievements)
Prerequisites / who this applies to
Achievements / Gamification are enabled for your company
The metric or activity flow you want to use is already configured
Step 1 – Open Achievements
In the left‑hand sidebar, click Achievements.
In the top‑right corner, click Manage achievements.
On Manage achievements, click Create new.
The Create achievement window opens.
Step 2 – Choose the achievement type
In the left‑hand menu of the Create window, choose the type that best matches what you want to reward:
Goal – rewards users when they hit a defined threshold, such as a fixed number (10 meetings), a percentage of target (150% of quota), or beating a previous period.
High‑score – rewards the user or team that sets a new best result on a metric; the threshold is always the current record.
Top Performer – rewards users who rank among the top X on a metric (e.g. top 3 in company or team) or reach a specific hit‑rate; often repeats each day, week, or month.
You can also start from the Suggestions tab if you want to use a ready‑made template and adjust it.
Step 3 – Configure the rules (Goal / High‑score / Top Performer)
In the tab for the family you selected:
Select metric
Choose the metric or activity flow the achievement is based on.
Set unlock requirements
For Goal: define the threshold (fixed value, target completion %, or comparison to previous period).
For High‑score: confirm which metric level (user/team/company) should set the new record.
For Top Performer: set rules such as Top X performers or hit‑rate threshold.
Frequency & eligibility
Choose how often it can be unlocked (daily, weekly, monthly, custom).
Select which teams are eligible.
(Optional) Turn on “Notify users on email when they unlock it”.
Step 4 – Design the badge and celebration
On the right‑hand side:
Select badge – pick an icon for the achievement.
Title – add a short, clear name (required).
Description – describe what’s required to unlock it (shown to users; required).
Screen celebration
Turn on/off and choose an animation or link to a specific celebration.
(Optional) Upload a custom soundtrack, or use a default one.
Set how long the popup shows on screen (seconds).
(Optional) Add points / XP if your account uses XP & Levels.
Step 5 – Save or publish the Achievement
Click Save as draft if you want to review or tweak it later.
Click Save and publish to make it active so users can start unlocking it.
What if this doesn’t work?
I don’t see the Achievements option or Manage achievements
You may not have Achievement/Gamification admin rights. Ask a Company Admin to update your access.
Users aren’t unlocking the achievement as expected
Check that the metric, period, and unlock rules match how users actually report.
Make sure the achievement is published, not saved as a draft, and that the right teams are eligible.
The achievement doesn’t show on TV screens
Confirm the screen celebration is turned on.
Check that your TV playlists are configured to show Achievement events.