Creating an Account

How to create a Account

Go to: Program Settings >> Activities >> Click on create an account edit icon >> Enable the toggle to Create an account activity.

Settings

• Points: Number of points to be awarded when an account is created.
• Approval type: You can set the approval of point allocation in different ways. It could be

a) Immediately
b) Manually ( where you manually approve the request)
c) After a fixed duration: You can set up a fixed duration of days after which the point will get approved automatically.

Activity Template for the dashboard: If you select " Visual" the system will let you upload an image of your own that will be displayed on the End-user dashboard.

Activity ID: This field cannot be edited for the in-built activities. For custom activities, this field acts as a reference in the API call.

Show activity in User Dashboard: You can opt if you want to display this activity on the End-user dashboard or hide it.

Text Configuration

You can set up the text for the activity. This text will be displayed to the end-user via the onsite notification

Manage Rules

You can set up rules based on the 'Enrollment date' of the user. For example: If the enrollment was done between Jan 1, 2022, and March 1, 2022, = Then award X points

Note: These rules are an add on to the base points awarded.

You can either set up a
i) Bonus Multiplier OR
ii) Fixed points rule.

So based on the above example you can set:

• IF enrollment date is between January 1, 2020, and March 1, 2020, then apply fixed points = 100
• IF enrollment date is between January 1, 2020, and March 1, 2020, then apply 5X multiplier. (Base points X 5)