Add Achievement Types

To get started with achievements, navigate to People > Engagement > Achievements. You’ll be brought to the Achievement Types page pictured below.

From here you can add as many achievement types as you want or look at the attempts for an existing achievement type, as described in the prior section. Let’s look at what makes an achievement type work.

  1. Name - Provide a name for the new achievement type.
  2. Active - The achievements will be tracked only if the achievement type is Active.
  3. Description - Some achievement types will be similar, so be sure to provide a description that will help identify what makes this one unique.
  4. Category - You can optionally assign a category to help group and organize your achievement types. When creating a new category (Admin Tools > Settings > System > Category Manager) for achievement types, be sure to select “Achievement Type” as the entity type.
  5. Allow Overachievement - If enabled, this setting allows you to track how much someone has exceeded the conditions of the achievement type. For example, if your achievement type requires someone to attend three times in a row, and if someone attends six times in a row, you’ll see that they have 200% progress toward the achievement.
  6. Max Accomplishments Allowed - Use this field to limit how many times the achievement can be accomplished. For example, if your achievement type requires someone to attend three times in a row and they attend six times in a row, they can earn the achievement twice. Leave this field blank to allow an unlimited number of accomplishments. This should be set to “1” before enabling Allow Overachievement.
  7. Icon CSS Class - You can optionally assign an icon to the achievement type, to help distinguish it. This will be used as the achievement’s badge icon in most cases (see below for details).
  8. Highlight Color - Each achievement type can have a color assigned to it. Currently this setting has no functionality in Rock and would only be used for custom purposes.
  9. Achievement Event - Achievements can be earned in several different ways. Here you’ll select what kind of event this achievement type will use. This can’t be changed after it’s saved.
    1. Giving: Giving to Account: Achievements can be earned using giving data. This is an accumulative type of achievement, counting the total number of giving transactions for each person. If this is selected, you'll be prompted to select an Account.
    2. Steps: Program Completion: Select this if you want to have an achievement for someone who has completed all of the Step Types within a specified Step Program. Selecting this will prompt you to specify the Step Program to use.
    3. Interactions: Accumulative: This is used to track achievements based on Interactions. You can track the achievement based on a person having any kind of interaction, or you can get more specific by selecting an Interaction Channel and Interaction Component to reference.
    4. Streaks: Accumulative: The achievement is earned by engaging a specified number of times, regardless of whether or not those engagements are consecutive. Use this setting if you want to track that someone has engaged 20 times in a year. Selecting this will prompt you to choose the Streak Type that should be used for this achievement.
    5. Streaks: Consecutive: The achievement is earned by engaging a specified number of times in a row. The key here is that the engagements must be consecutive (i.e., an unbroken streak) to earn the achievement. Selecting this will prompt you to choose the Streak Type that should be used for this achievement.
  10. Number to Achieve / Accumulate - The name and function of this field will change according to the Achievement Event setting. Think of this as the goal that the person must reach to earn the achievement. In this example the Number to Achieve is set to “10” because this achievement is earned by people who have attended ten times in a row.If Allow Overachievement is enabled, then this number marks 100% progress. If Allow Overachievement isn’t enabled, then this number marks successful completion of the achievement.
  11. Timespan in Days - Provide the number of days in which the number of engagements (Number to Achieve / Accumulate) must occur to successfully earn the achievement. For instance, you would set this to "365" if you wanted to track people who engaged a certain number of times within a year.
  12. Start Date / End Date - These dates establish boundaries for when events can count toward the achievement type. Events before the Start Date or after the End Date are ignored. For instance, if you’re using achievements to track Step Program completion, only people who completed the Step Program within the provided date range will earn the achievement.
  13. Step Configuration - That’s right, achievements can be used in step programs. We'll look closely at this area and how it works in the Step Configuration section below.
  14. Advanced Settings - In the Advanced Settings you can add Prerequisite Achievements, launch workflows, design achievement badges, and adjust settings for check-in celebrations. Check out the Advanced Settings section below for full details.

Note

Overachievement and Max Accomplishments
You can either enable Allow Overachievement or set a Max Accomplishments Allowed value, but you can’t use both. For example, if your achievement type requires someone to attend three times in a row, and if someone attends six times in a row, the system needs to know if the fourth engagement should count toward overachievement or toward a second accomplishment.