Quick Setup
Get Novigem ready for your first challenge in minutes.
Setup checklist
Open Novigem Admin
Review General Settings
Create 3-5 starter rules
Add 1-2 badges (optional)
Schedule the nightly job
Verify the ledger before going live
Setup Checklist
Complete these steps before launching your first challenge:
1. Open Novigem Admin
Navigate to Novigem Admin in your app’s navigation bar. Confirm you see the admin sidebar with Overview, Settings, and Help sections.
Don’t see the admin area? Check that your user has the Novigem Admin permission set. See Installation for details.
2. Review General Settings
Go to Settings → General and review:
- Allow Negative Point Balances: Keep disabled for most teams
- Require Reason for Manual Adjustments: Enable for accountability
- Tracked Objects: Opportunity, Lead, Task, and Event are on by default. To score anything else, register it here and follow Gamify a new object
- Coaching messages: Novigem writes its own coaching copy. Leave the defaults for now; you can rewrite any of the six message types later
See General Settings Reference for all options.
3. Create 3-5 Starter Rules
Navigate to Rules and create a few simple rules:
| Example Rule | Object | Trigger | Points | Download JSON |
|---|---|---|---|---|
| Deal Closed | Opportunity | Stage = Closed Won | 10 | Download |
| Meeting Logged | Event | Create | 5 | Download |
| Task Completed | Task | Status = Completed | 3 | Download |
Set Is Active to false while testing. See Rules Reference for all field options.
4. Add 1-2 Badges (Optional)
Navigate to Badges and create simple achievement badges:
| Example Badge | Description |
|---|---|
| Closer | First deal closed in a challenge |
| Quick Start | Earned points in first week |
See Badges Reference for configuration details.
5. Schedule the Nightly Job
Go to Settings → Scheduled Jobs and schedule the Nightly Maintenance card. It runs coaching signals, streak milestones, and recurring challenge resets.
Until this job is scheduled, no coaching signals are generated at all and the rep coaching card stays empty. The Run Now button on this screen only resets recurring challenges. To generate signals on demand, use Run analysis now on Team Pulse.
See Scheduled Jobs Reference for cron options.
6. Verify the Ledger
Before going live:
- Trigger a few test actions (e.g. close a dummy opportunity or complete a task)
- Check Ledger Entries to confirm entries appear with correct user, rule, and points
- Fix any rule issues before rolling out
You’re Ready
With settings reviewed, a few rules created, the nightly job scheduled, and the ledger verified, you’re ready to create your first challenge.