Role
Company Admin or Rewards/Coins Admin
Plan
Pro and Enterprise (Rewards / Coins module enabled)
Prerequisites
Rewards and Coins are enabled in your environment
Relevant activity types are already created
For %‑based coins, the activity types must use Value, Quantity or Provision fields
Step 1 – Open Coins Setup
In the left‑hand sidebar, click Rewards.
At the top, click the Coins Setup tab.
Here you’ll see a list of all Achievements and Activities, each with a Coins field (often set to 0 by default).
Step 2 – Assign coins to achievements
Make sure All or Achievements is selected.
In the Coins field for each achievement, type how many coins users should earn when they complete it.
Examples:
King of the Hill → 200 coins
WOW! → 75 coins
Use higher amounts here to reward bigger milestones.
Step 3 – Assign coins to activities
Click the Activities filter to only show activities.
For each activity, decide how coins are calculated:
Fixed coins per activity
Enter a number directly in the Coins field.
Example: 5 coins per completed call.
Percentage‑based coins
Choose whether coins should be based on Quantity, Value, or Provision.
Enter a percentage, for example 10%.
This lets you, for example:
Award coins equal to 10% of the logged value, or
Award coins per unit/quantity.
Step 4 – Make sure the activity has the right fields
For percentage‑based coins to work, the activity must actually use those fields.
Go to Manage → Activity Types.
Select the relevant activity type (for example, Life Insurance).
Open the Logger settings tab.
Ensure the fields Value, Quantity, and/or Provision are:
Visible, and
Required, if you always need them.
If these fields are not enabled in the activity type, they will not be available as options in Coins Setup.
Step 5 – Save your changes
Go back to Rewards → Coins Setup.
Click Save changes in the bottom‑right corner to apply your new coin rules.
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