Gamification 3.0

When we talk about badges, we are referring to insignias that the student can obtain and that will be presented in the student’s profile. Normally, badges are related to milestones or achievements, as if they were medals. Badges can be linked to:

• Achievement of challenges;
• Completion of Missions;
• Participation in Campaigns (achievement of individual and collective goals);
• Reaching levels.

When registering badges, you can insert custom images that serve as a visual indicator of this student’s achievement. It is recommended to follow the same visual pattern and layout for these images, as they will compose the medal board in the student’s profile. Badges also need to have a name and may contain a description. The same badge can be linked to more than one challenge/mission/campaign, meaning the student can earn the same badge more than once. In their medal board, the number of times that badge was earned will be displayed.

On the badge administration page, you can add and edit badges, view where the badge is associated, and also delete badges, as long as they are not associated with users, challenges, missions, or levels.

Upon earning badges, the student can choose, via profile editing, which badge will be displayed in their profile. They can also view their medal board through a widget.

Points and koins, despite having a similar mechanic, serve distinct functions within the platform. Points are used to classify the student within the ranking. Additionally, it is through points that the student can level up in experience. Koins, on the other hand, are a kind of exchange currency. They don’t count towards the student’s ranking or levels. However, koins are used in the store to redeem prizes.

In the points administration panel, you can manage both points and koins. There, it is possible to view the points and koins of each student, as well as credit (add) or debit (remove) points and/or koins. These changes can be made per student by clicking on the edit pencil icon next to their name, in batch by selecting more than one student and clicking on Batch Edit or even via file import, through the Points Importbutton.

When crediting or debiting points/koins individually or in batch, you can, in addition to informing the credited/debited amount, insert a description of this transaction to be displayed in the student’s statement. If there is no description, a standard message of “Administrator” will appear in the statement description. It is also possible to inform an expiration date for the credited points/koins, if necessary.

For import via spreadsheet, you need to select whether the import will be a debit or credit and then inform if the operation will be for points or koins. Just download the template that the platform offers, fill it out correctly, and save it in .csv format to proceed with the import. If you have doubts about filling out the spreadsheet, consult our import pattern example:

Still within the points administration menu, there is the Points Resetoption. When using this option, the administrator needs to define a date for the points balance of all students to be zeroed, zeroing the points balance of all students up to the day chosen by the administrator. For the reset to occur correctly, the option “Reset the BALANCE of points of ALL, of ALL students:” needs to be enabled. If a date has been defined, but this option is disabled, the reset will not occur. You can delete the points reset schedule, if it has not yet occurred, by clicking on the trash can icon next to the date.

Experience levels often represent a milestone in student development, and serve to give a sense of progression or growth within the gamification system. The level system allows the student to advance as they earn points by completing tasks (challenges, missions, or campaigns). The level increase can also be accompanied by rewards, such as specific badges for each level, which recognize the student’s achievements and encourage their development.

The student can track the amount of experience already gained through a progress bar and can also view how many points are needed to reach the next level.

When registering a new experience level, it is necessary to give it a name. This name will be displayed to the student. It is possible to add a description and an image to the level, and indicate whether this level is active or inactive. Then, it is necessary to indicate how many points are needed for the student to reach this level. It is also possible to add a reward (badges, points and/or koins) to the student who reaches this level. In advanced settings, you can set an expiration date for the reward obtained through the level and also segment the level by target audience and/or units, in addition to adding a personalized celebration.

The level administration panel displays existing levels, the points needed to obtain the level, its reference image, if any, the date of the last update, and by expanding the level through the arrow icon, it is possible to view the rewards upon reaching it. It is also possible to edit the level or delete it.

Click on the image below to expand:

By clicking on the images below, you can view an example of how a custom celebration was registered, linked to a challenge, and displayed to the student.

Celebration registration:

Challenge associated with the celebration:

Celebration in the student’s view:

Challenges can be of the Course or Track type, and for them to be listed, the courses/tracks must be active on the platform. It is possible to select one or more courses/tracks, thus allowing the creation of batch challenges, that is, the created rules apply to all selected courses/tracks. When selecting one or more courses to create the challenge, you will be redirected to the editing page for this challenge. You must give a name to the challenge, and you can add a description and image to it. Then, it is necessary to define the rules for this challenge. If you choose to define rules by level, you must indicate what percentage of progress and/or achievement is required for each level created, as well as its respective reward.

Example of Rule by Level

In the example below, we have a configuration where the student, upon completing 50% of the course progress, receives 30 points, and is at the 3rd level. If the student achieves 70% of the course progress, they will receive 50 points and 10 koins, reaching the 2nd level. If the student achieves 70% achievement and 100% progress, they reach the 1st level and earn 100 points, 20 koins, and a badge.

If the option Allow level change is activated, the student can level up, until conquering the highest reward. In this case, when moving from the 3rd level to the 2nd, the student receives 20 points, as they have already received 30 points from the previous level, thus totaling the 50 reward points for the level. They also receive 10 koins. If they reach 100% course progress, and 70% achievement, they conquer the 1st level, and will receive an additional 50 coins, totaling the 100 coins granted by the challenge, plus 10 koins, totaling 20, and will also receive a badge.

It is also possible to define rules by approval/completion, indicating the minimum percentage of achievement and/or progress expected from the student. It’s worth remembering that, when adding both values, the student needs to reach both percentages, not just one of them. That is, if you indicate that the required achievement is 70%, and the progress is 100%, the student who reaches 100% progress, but has only 50% achievement will not have conquered this challenge.

When selecting the answer reaction assessment option, you indicate that, to complete the challenge, the student must answer the reaction assessment. Finally, it is possible to select the complete the course by: option, to indicate a deadline for course completion. When using more than one rule, the student will need to fulfill all of them to complete the challenge.

If you opt for rules that are not by level, you can indicate the reward that the student will receive upon completing the challenge, at the end of the registration. In the reward by level, the student will receive what was pre-established at each level, according to their performance.

When selecting a track as a challenge, only the by level rule can be configured.

Within the campaign, missions serve as a grouping of challenges, allowing the student to have more clarity on everything they need to do and providing an extra reward upon completing all listed challenges. To create a mission, you need to give it a name, and you can add a description and image. Next, it is necessary to add the challenges that make up this mission. In the challenge listing, only challenges that are not linked to other missions in the campaign will be displayed.

It is possible to add a deadline for completing the mission, as well as indicate the reward that the student receives upon completing this mission.

In this format, all students participating in the ranking are listed. They are positioned in the list based on their number of points, that is, the student with the most points will be the first in the ranking, and so on. When registering a general ranking, you must give it a name and can add a description. Then, simply indicate if the ranking is active and if it will be visible to students.

It is also possible to enable a period for the ranking. In this case, it is necessary to indicate the start and end date of the ranking, and only the scores that students obtained during the configured period will be counted in the ranking.

Finally, you can indicate the target audience and/or units that make up that ranking. If no target audience or unit is selected, the ranking will encompass all students on the platform.

The objective of this ranking is to classify the units with the best score, based on the scores of their students. For this, the platform uses a calculation known as normalized score. This calculation works as a benchmark and ensures that units are evaluated fairly, taking into account the size of the unit. It is worth re-emphasizing that the calculation takes into account the number of active students. When viewing the ranking, it will display in the list the name of the participating units and the result of their respective normalized score calculations, with the first place being the unit with the highest normalized score value.

When registering a Unit vs Unit ranking, you must give a name to the ranking and can add a description. Then, you must indicate the ranking status (active/inactive), and it is possible to select whether the ranking will be visible or not to students. When enabling a period, it is necessary to indicate the start and end date of the ranking, and only the scores that students obtained during the configured period will be counted in the ranking.

Following the registration, it is necessary to inform which units make up that ranking. Then, it is possible to indicate which units will be able to view this ranking, and whether this viewing will be restricted to platform managers/administrators (activate the Restricted to managers option), or will also be released for students.

Formula for calculating the normalized score:

Example of Unit vs Unit Ranking:

The Ranking by Unit presents a list of students from selected units. When registering a ranking by unit, you must give it a name and can add a description. Indicate the ranking status (active or inactive) and whether it will be visible or not to students. It is also possible to enable a period for the ranking. In this case, it is necessary to indicate the start and end date of the ranking, and only the scores that students obtained during the configured period will be counted in the ranking.

Next, define which units will participate in the ranking. You can select one or more units. By default, even units that are not participating in the ranking can view it. It is possible to restrict the viewing of the ranking only to users of the selected units by activating the option Consider only people directly associated with the selected units in the ranking registration. It is also possible to segment by target audience. It is worth noting that the platform takes into account both factors combined to compose the ranking, that is, to be included in the listing, the student must belong to the unit and the target audience indicated in the ranking registration.

The category registration serves to facilitate the organization and segmentation of store products. Categories are also commonly used in report analyses. To register a category, simply give it a name and, if necessary, you can add a description. On the category administration page, you can view the number of products linked to each category. In this case, the quantity refers to the number of types of products linked, and not to the inventory itself.

Still on the category administration screen, you can edit the name and description of the category, as well as delete it. Even when deleting a category, the products related to it remain registered, only losing the link with the category in question.

Products are the items that will be displayed in the store for students to exchange with their koins. On the product management screen, you can view the registered products, the date of the last product update, the cost for the student (in koins), the remaining stock, and by expanding the product information, you can also see if it is a physical or virtual type, the initial stock quantity, and if this product is part of any offer. Additionally, it is possible to edit or delete the product.

When adding a new product, it is necessary to provide the name and you can add a description and image of that product. You need to indicate the product status (active or inactive), and specify if the product is physical or digital. This segmentation is important because physical products have a shipping control, while virtual ones are automatically marked as delivered when acquired by the student. It is also necessary to add the initial available quantity of the product. You can add the unit value of the product, which will not be displayed to the student but can assist during report analyses. The value that will be displayed and charged to the student should be filled in the Koins field. Next, you can add a category to the product and also add instructions for exchanging this order.

You can also use keywords to facilitate product search in the store or even segment by target audience and/or unit. It is worth noting that if the option “Enable product offers in the store” is activated in the settings, when registering a new product, it does not appear in the store yet. It needs to be linked to an offer.

The order management area is used to record and manage orders placed in the store. It displays the order number, the name of the user who requested the exchange, the product, the amount of koins the user used for the exchange, the request date, the order status, and the action execution button (pencil). The order statuses are Redemption completed, In stock separation, Order shipped, Delivered to destination, and Canceled.

When requesting a virtual product, the order is immediately marked as delivered to the student. For physical products, you must update the status by clicking on the edit pencil. As soon as the order is placed, you can proceed with its separation or cancel it. While the product status is Order placed or In separation, the student can cancel the order. From the moment the product is marked as Order shipped, it is no longer possible to cancel it. The delivery address is displayed when clicking on View Details. This address can be the student’s address, registered in their profile, or the student’s allocation unit, if the parameter “Use the student’s Unit as the product delivery location” is activated in the gamification settings. If the student is allocated to a root unit that contains child units, the system will, by default, set the root unit as the delivery address. The administrator can select another child delivery unit if necessary by clicking on Select Unit. Only the units where the student is allocated will be available.

The student must confirm the delivery directly through the store page, accessing their ongoing orders, clicking on the action pencil, and then clicking on Confirm delivery and Confirm in the confirmation message. If the option “Product redemption can only be confirmed by the Student after the product is sent by the Administrator” is activated in the store settings, the student can only confirm the delivery when the product status is Order Shipped. For the product to be marked as Delivered to destination, it is always the student who must confirm the delivery.

The stock management area is where you can control the entry and exit of goods, as well as view the history of item movement and total available balance. It’s worth remembering that when a student places an order, that item is automatically removed from the stock. When making a stock entry, you select the product to be moved, indicate whether it’s an entry or exit, the quantity, can add a unit value that will not be displayed to the user, and can add an observation to the movement.

Offers are a way to include registered products in the student’s store. They serve to create personalized offers based not only on stock quantity but also during a specific period of time. To use them, the option “Enable product offers in the store” must be enabled in the store settings. With this option enabled, products will only appear in the store when they are associated with an offer and have available stock.

When adding a new offer, you must give it a name. This name will not appear to the student. Next, it is necessary to inform the product that will be linked to the offer. In this case, even if the product is out of stock or inactive, it will be added to it. However, in the case of inactive products, the offer will not appear in the store, even if it is active. And in the case of out-of-stock products, the offer will be displayed in the store, but without the available stock balance, and if the student tries to redeem this product, the message “It was not possible to redeem the product, as the product has no available stock” will be displayed to the student. If there is more than one active offer for the same product, the system displays the oldest offer until it ends, either by the end of the offered quantity or by deadline. If there is another offer for this same product, active and valid, this offer starts to appear in the student’s store.

After selecting the product, you can indicate the amount of koins needed for the exchange of the product. If you leave the field blank, the platform will assume that the exchange value is the one listed in the product registration. Next, you can select if the offer type will be by period or by quantity. When selecting By period, you must define a start and end date for the offer. Then, you can indicate if you want that offer to appear in advance in the student’s store by activating the option Display in store - Coming Soon , and you can also indicate if you want the product, when expired, to still be visible by activating the option Display in store - Expired. When selecting the By quantitytype, you just need to inform the number of times that product can be acquired through that offer. It’s worth remembering that the platform will always respect the product’s stock quantity. This means that even if I offer 50 notebooks, if I only have 10 notebooks registered in stock, when trying to make an exchange for a product that has an offer but no stock, the student will also receive the message “It was not possible to redeem the product, as the product has no available stock”. Finally, you must indicate if the offer is active or inactive, and you can inform the target audience and/or units to segment the offer.

In the offer management panel, you can view the offer name, the koin value for redemption, the offered product, the total number of offers made available, how many products were redeemed, the remaining balance of the offer, and the number of products available in stock. For period offers, the number of offered products is presented as zero, and the offer balance is left blank. By clicking on the Edit Pencil, you can change the offer name, product, offer status, and target audience and/or units. When changing the product of the offer, all its other characteristics remain. That is, if you did not inform a koin amount for the offer, the platform will use the koin value from the product registration as a base. Now, if you have informed a value for the offer, even if the product is exchanged for another with a different value in the registration, the offer value will remain the same. The offered quantity will also be maintained, as well as the deadline. It is also possible to delete the offer if necessary.

These are the settings that encompass the entire gamification system.

• Who views the Gamification:
  Here you select the target audience and/or units you want to participate in the gamification. Only students who are part of the segmentation will be able to view the gamification.
• Enable points on cards (Student Home)
  When activating this option, the score that can be obtained with the courses is presented on the course cards on the student’s home page.
• Enable achievement statement report for the student
  With this feature activated, the student can view a report of their achievements. If disabled, the student can only view their total balance of points and koins earned, without a detailed statement.
• Enable celebrations
  By enabling celebrations, you allow the student to receive notification messages when conquering challenges, missions, and levels.

These are the settings related to the point distribution system.

• Enable point recovery after expiration
  This option enabled allows the student to recover points after they expire. This happens when there is a challenge/mission that rewards with points that expire within a certain period of time. If the student completed the mission/challenge, their points were expired after a certain period of time, when redoing the mission/challenge, the student receives these points again.

These are the settings for the gamification store.

• Enable gamification store (Product redemption)
  By activating this option, the point exchange store is enabled, and allows the student to access it. If the option is deactivated, the other store settings are inactive, the student does not have the option to view the store, and the administrator cannot perform store registrations.
• Product redemption can only be confirmed by the Student after the product is sent by the Administrator
  This option allows the student to indicate that they have received their physical product only when it is marked as “Sent” by the administrator. It is useful for situations where employees cannot simply pick up their orders at a fixed location and need to wait for shipping. When this option is disabled, the student can indicate that they received the product immediately after requesting it.
• Enable product offers in the store
  Offers make it possible to make the same product available in the store in different ways and with different values. With this option enabled, even if the product has been registered, it will not appear immediately in the store. For it to be available to the student, the product will need to be linked to an offer. If disabled, when registering a product, it already appears in the student’s store.
• Use the student’s Unit as the product delivery location
  By activating this feature, it will not be possible to use the student’s address as the delivery address. Instead, the units registered on the platform will be used.

These are the settings that encompass the entire gamification system.

• Validate campaign period conflicts
  When this option is enabled, the platform validates if there is already a campaign within the selected period for creating a new campaign, not allowing the saving of that campaign. When disabled, it is possible to create more than one campaign within the same period.
• Enable collective goal in the campaign
  This option enabled makes it mandatory to provide a collective goal when registering a new campaign. If disabled, this option is not available when creating the campaign.

It is possible to add custom Widgets to the student’s home page. Widgets can be added through JSON code in the menu Settings > General Configurator > Home. There are four Widget models available, and you can select two to three to insert on the student’s page:

• Campaign Widget
  This Widget shows the list of campaigns available to the student, with their respective icon, name, and access button. The JSON code is:

{
"gamificacao":{
    "corFundoCarrosel":"",
    "widgets":[
        {
            "title":"Campanhas Ativas",
            "subtitle":"",
            "btnTitle":"Ver tudo",
            "template":"portal/views/home/includes/campanhas-widgets-include.tpl.html",
            "corFundoCarrosel":""
        }
    ]
}
}

• Statement and Levels Widget
  This Widget displays the student’s avatar, their level, progress bar, the number of points missing to reach the next level, the student’s total points and koins, as well as the points and koins that will expire in the current month. The JSON code is:

{
"gamificacao":{
    "corFundoCarrosel":"",
    "widgets":[
        {
            "title":"Meu Extrato",
            "subtitle":"",
            "btnTitle":"Ver tudo",
            "template":"portal/views/home/includes/extrato-de-pontos-widgets-include.tpl.html",
            "corFundoCarrosel":""
        }
    ]
}
}

• Challenges Widget
  This Widget shows the list of challenges, with their respective icons. By hovering over the icon, the student can view basic information such as name, challenge type, and rewards. By clicking on the Widget title, the student will be taken to the Achievements tab, where they can view all levels and challenges already conquered and available for conquest. The JSON code is:

{
"gamificacao":{
    "corFundoCarrosel":"",
    "widgets":[
        {
            "title":"Missões",
            "subtitle":"",
            "btnTitle":"Ver tudo",
            "template":"portal/views/home/includes/missoes-widgets-include.tpl.html",
            "corFundoCarrosel":""
        }
    ]
}
}

• Ranking Widget
  This Widget displays the ranking of participants. If the student participates in more than one ranking, the last created ranking will always be displayed. To view all rankings, simply click on the ranking name, and the student will be redirected to the rankings page. The JSON code is:

{
"gamificacao":{
    "corFundoCarrosel":"",
    "widgets":[
        {
            "title":"Ranking",
            "subtitle":"",
            "btnTitle":"Ver tudo",
            "template":"portal/views/home/includes/ranking-widgets-include.tpl.html",
            "corFundoCarrosel":""
        }
    ]
}
}

• Example using three Widgets
  JSON code:

{
"gamificacao":{
    "corFundoCarrosel":"",
    "widgets":[
        {
            "title":"Meu Extrato",
            "subtitle":"",
            "btnTitle":"Ver tudo",
            "template":"portal/views/home/includes/extrato-de-pontos-widgets-include.tpl.html",
            "corFundoCarrosel":""                        
        },
        {
            "title":"Missões",
            "subtitle":"",
            "btnTitle":"Ver tudo",
            "template":"portal/views/home/includes/missoes-widgets-include.tpl.html",
            "corFundoCarrosel":""
        },
        {
            "title":"Ranking",
            "subtitle":"",
            "btnTitle":"Ver tudo",
            "template":"portal/views/home/includes/ranking-widgets-include.tpl.html",
            "corFundoCarrosel":""
        }
    ]
}
}            

• Student’s home page view: