Role
Company Admin, Manager, or Competition Admin
Plan
Essentials, Scale, Pro and Enterprise
Prerequisites
Competitions are enabled for your company
You know which metric(s), participants, and time period you want to use
Step‑by‑step instructions
Start a Standard competition
Go to Competitions.
Click + New competition.
In the left Browse menu, select Standard.
Step 1 – Who is competing? (Step 1 in the wizard)
Under Step 1: Who is competing?
Select Users, Teams, or Custom Teams.
Use the selectors/filters to choose the participants.
Step 2 – What do they compete on? (Step 2)
Under Step 2: What would you like to compete on? choose one option:
Single metric – pick one metric (for example Closed Won value per user).
Multiple metrics (Points) – add up to 10 metrics and assign points or percentage weights to each.
Activity Flow – select a predefined Activity Flow and choose Percentage or Numeric completion.
Scorecard – base the competition on the overall Scorecard result (requires Scorecard to be enabled on your account).
Step 3 – When is it? (Step 3)
Under Step 3: When is it?
Set the start and end date and time for the competition.
Step 4 – Set goals (optional)
Would you like to set goals?
Click Yes if you want to set individual or team goals.
Define the goal values in the dropdowns/fields provided.
You can skip this step if you only care about relative ranking (who has the best result at the end).
Step 5 – Choose prizes and winners (Step 5)
Under Step 5: Choose your prizes and winners
Click Select prizes.
Add prizes, set thresholds, and decide how coins (if used) are distributed.
Configure how many winners you want (Top 1, Top 3, etc.).
Step 6 – Set advanced options and publish
Set advanced options
Configure options such as:
Top X visibility (how many positions are shown)
Privacy settings
Winner rule – First to target vs Best at end
Tie‑breaker rules
Optional winner announcement date
Then:
Add a clear Title and, if needed, a Description.
Choose Save as draft to review later, or Save and publish to activate.
In the Publish settings dialog, select:
Playlists (for TV screens)
Feeds
Events and email notifications (start, halfway, completed)
Click Save and publish.
What if this doesn’t work?
I can’t see the + New competition button
You likely don’t have the right role. You must be a Company Admin or Competition Admin. Ask your Company Admin to grant access under Admin → Users.
The competition type I want isn’t available in the Browse menu
Some competition types require Enterprise, Pro or Scale plans, or extra configuration (for example, Scorecard must be enabled). Contact your Customer Success Manager to confirm what’s included in your plan.
My competition published but nothing shows on TVs or feeds
Reopen the competition and check the Publish settings:
Make sure at least one playlist and/or feed is selected.
Ensure Show competition events is toggled on if you want events to appear on screens/feeds.
Confirm the screens using those playlists are online.
