Welcome to the Reward Rally Integration Guide. It is designed to walk you through the seamless integration of Reward Rally with Zoho CRM, enhancing your user experience through a gamified platform and collaboration.
Reward Rally is an innovative gamification platform designed to enhance organizational productivity and engagement within Zoho CRM. By integrating Reward Rally into your Zoho CRM ecosystem, your organization can benefit from a range of features aimed at boosting user motivation, collaboration, and performance.
Seamless Collaboration:The integration facilitates a seamless collaboration environment, allowing users to interact and engage in a more dynamic and motivating way.
Increase Motivation: Game like elements will encourage goal-oriented behavior, keeping your team focused and motivated, resulting in increased productivity.
Customized Rewards:Tailor rewards to match your team's preferences and objectives, from points and leaderboards to instant in-app redemption.
User Engagement Enhancement: Strategically provide instant rewards to elevate user engagement, fostering both user acquisition and retention.
Before integrating any extensions or conducting setup activities in Zoho CRM, ensure that you have an active Zoho CRM account and possess administrative access for configuration. Confirm that you have completed the initial setup, including essential settings for your account, and that your account information is up-to-date. Meeting these prerequisites guarantees a smooth integration process and allows you to leverage the full functionalities of Zoho CRM for optimal performance and user engagement.
To register for an account on Reward Rally, Please reach out to us via phone call (+91 8925841838) or send an email to the specified email address contact@rewardrally.in Once you've contacted us, we will proceed to create an account for you to continue with the process.
We will generate a client ID, secret key and API key for your organization to access the admin panel. The users you provide should be the individuals who will be accessing the admin panel for configuration purposes. We will create your an admin with the given phone number to access the Reward Rally account for your organization.
Please note that integration requires an active Reward Rally account, and you should have the necessary login credentials for your Reward Rally account.
To successfully configure the integration settings, you must have administrative access to both your Zoho CRM and Reward Rally Extension accounts. Admin access ensures you have the necessary permissions to modify settings and enable the seamless integration between the two platforms. Ensure you have the login credentials for both accounts and verify that your permissions include the ability to configure integrations and access relevant settings. By meeting these prerequisites, you'll be well-prepared to proceed with the integration process, ensuring a smooth and successful experience in combining the functionalities of Zoho CRM and Reward Rally.
Once you have met the prerequisites and ensured that your Zoho CRM account is ready for integration, proceed to configure essential settings within the Reward Rally admin panel to enable seamless interaction and gamify. Access the Reward Rally admin panel and navigate through the following key configurations
Access the Reward Rally admin panel to configure settings by logging in with your credentials.
Within the admin panel, create a new project to define the overarching goals to gamify.
Inside the project, create a specific application to define the gamified objectives, ensuring a tailored and focused user experience. Save configurations to activate both the project and associated application for seamless Zoho CRM integration.
Define specific Game Actions within the application to outline interactions participants will be rewarded for, fostering desired behaviors and achievements in alignment with the gamified strategy.
Configure Privilege Stages in the application settings to establish a structured progression system. Participants unlock privileges as they achieve milestones, enhancing the gamified experience. Adjusting privilege stages provides a sense of progression and accomplishment within the defined application.
Seamlessly track your progress globally while customizing your gaming experience to fit your preferences and social circles, enhancing your enjoyment and sense of achievement.
If users wish to integrate the redemption feature, contact our team for assistance. The redemption feature allows participants to redeem rewards, enhancing engagement and satisfaction.
Upon successful signup with Reward Rally, client credentials, including Client ID and Client Secret, will be securely and automatically emailed to the registered email address provided during the signup process. This ensures a seamless and confidential delivery of essential integration information directly to the client, facilitating a smooth transition to gamify the setup within the Zoho CRM environment.
To integrate the Reward Rally Extension seamlessly into your Zoho CRM environment, visit the Zoho Marketplace and search for the "Reward Rally for Zoho CRM." Initiate the installation process by clicking on the "Install" or "Get It Now" button and follow the on-screen instructions. Authorize any required access permissions and verify the successful installation within your Zoho CRM account, enabling the activation of enhanced gamified features to boost engagement and productivity in your marketing, customer service and sales activities.
Upon successful installation, a prompt will appear requesting your ID credentials. These credentials include the client ID, application ID, and game action ID, provided by the Reward Rally team. Simply copy and paste these details into the prompt to proceed.
Setting up triggers is a critical step in seamlessly integrating Reward Rally with Zoho CRM. This process automates the recognition of user actions and enhances the gamified experience for your support team. This documentation provides detailed instructions on configuring triggers using Zoho CRM Workflow Rules and Functions.
In Reward Rally, we categorize scenarios designed to gamify actions as "game actions". When a user performs an action triggering these game actions, it originates from Zoho CRM through predefined workflows and functions,
For instance, some examples of these use cases, termed as game actions, include:
These game actions are initiated in Reward Rally when corresponding actions occur within Zoho CRM, enabling organizations to incentivize and reward desired behaviors effectively.
The setup of triggers is a crucial step in integrating Reward Rally with Zoho CRM to automate the recognition of user actions and enhance the gamification experience for your support team.This documentation provides step-by-step instructions on configuring triggers using Zoho CRM Workflow Rules and Functions.
By following these steps, you establish an automated system within Zoho CRM that seamlessly integrates with Reward Rally, enhancing the gamified experience for your support team. Regularly review and adjust these workflow rules to align with evolving gamified goals, ensuring continuous engagement and motivation.
To complement the triggers, create a function to handle the execution of specific Game Actions. Follow these steps:
headers = Map();
headers.put("content-type", "application/x-www-form-urlencoded");
headers.put("api-key", "REPLACE_API_KEY");
userId = zoho.loginuserid;
userName = zoho.loginuser;
myMap = Map();
myMap.put("userId", userId);
myMap.put("userName", userName);
myMap.put("appId", "REPLACE_APPLICATION_ID");
myMap.put("gameActionId", "REPLACE__GAMEACTION_ID");
response = invokeurl
[
url: "TRIGGER_END_POINT"
type :POST
parameters:myMap
headers:headers
];
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