Step by Step Guide

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🔍 The exact steps to take to integrate Outbound with HubSpot:

Step 1: Connect Your Account

Log into https://outboundgame.app using your log in credentials and click 'Settings', followed by 'Integrations'. Scroll down until you see the HubSpot Integrations and click 'Connect to account'. A log in and authorisation screen will pop up from HubSpot. Log in with your HubSpot credentials (ensuring you are the admin or super admin of the HubSpot account) and you're connected!

Step 2: Create Your Game

Click 'Games', then 'Create Game'. Fill in your game details, sent the game length by dragging and dropping the date range and invite your players to create their player profiles. If Integrating with HubSpot ensure the email address for your Outbound Game credentials are the same as your HubSpot log in credentials. If these aren't aligned the integration won't function properly.

Step 3: Create Your Actions & Sync

It's time to create the actions you want reward with the choice of a 'Simple Action', for those wanting to allocate their own coin amounts for everytime this action is complete. A 'Mission', for those wanting to set a competitve number for each player to reach for with bonus multipliers on offer for when it's reached. Or a 'Team Goal', for those wanting to collaborate around a goal with the option of a '% to contribution' payout on completion or an 'equal share' payount.

Select your CRM connection type whether that be call, email, meeting, note or deal. Select the direction of the connection either 'Pulling from HubSpot' or 'Pushing to HubSpot'. If you selected 'Pulling from HubSpot', continue to specify the pipeline and deal stage for deal stage movement goals or financial goals.

Step 4: Allocate Your Prize Pool Budget

Click through to the 'Planner' Tab and allocate a Total Prize Pool Per Player (based on them achieving all goals and missions). If you've selected some 'Team Goals', allocate some of the total available budget to the goals of your choosing (incentivising the more valuable goals with more budget) and you can also determine how much of the budget is held against the goal, only paid on completion. We recommend 70% paid on completion as a rule of thumb.

For 'Missions', simply drag the most valuable action the top of the list and the Outbound Coin Algorithm with automatically weight the more valueable actions with more coins. You can also adjust any targets you've set within this Planner.

Finally if you've selected any 'Simple Actions', allocate the coin amount for every time this action is completed. The default coin ratio within the game is 100:1 meaning 100 coins = $1 of prize value. $50 reward = 5,000 coins. Click 'Save' and 'Activate' when finished and you're game is active!

Step 5: Fill Your Rewards Store

Celebration is like fuel. Without it, it's like driving a million miles an hour without ever stopping to fill the thank. Fill your Rewards Store with custom personalised rewards or work with the default gift card exchange already set up in your account. To add a reward, simply click 'Rewards Shop', 'Edit Rewards' and then 'Create New'.

Fill in the Reward Details, link out to a URL if you wish, choose an image (must be png or jpg) and select the currency and monetary value. It will automatically calculate the coin value of the reward based on your coin ratio. You can also limit the 'quantity available' and select which games you want the reward to be active within. Game on! You're ready to play!

BONUS: Utilise The Tips & Learning

Want more step-by-step tutorial videos to utilise all the features of Outbound? Simply click the 'Tips & Learning' icon in your right toolbar and you'll see a complete library of 'How To' videos. You can also add your own training/educational videos into Outbound by clicking on 'Tips & Learning'.

Click 'Tips & Learning' on the left menu and then 'Create New'. Label and describe your video and select either 'YouTube', 'Vimeo' or 'Wistia' as the video provider. You can label a link button to a URL if you wish. Choose what player type you want to be able to view this video or toggle on the 'promote this tip' for it to pop up on the players next log in.