5. Plans
Product Marketer@Giift
Updated: Aug 05, 2024
Description
Click through a step-by-step, interactive demo walkthrough of Getcompass, powered by Supademo.
Steps
1
Hi, let's see how to create plans!
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Once you've created your metrics, you can begin.
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Click here.
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Click on the plan group.
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Click here.
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Next, click here.
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Click here to name your plan.
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Let's call this one "My First Plan".
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Click on "Include a group".
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Name your participants.
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Click on "Add Condition".
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Select your field.
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Search here.
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Click here.
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Click here.
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After that, click on "Sales Executive".
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Click on "Submit".
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Then, click on "Next".
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After that, click on "Add Milestone".
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Click here.
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Let's name this milestone.
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Type here.
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This milestone will be based on our total sales.
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Click on "Add Condition".
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Let's search for our total sales metric here.
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Click on "Total Sales".
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Click here.
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We'll use the "lesser than" function for this task because we have an upper limit for total sales in this milestone.
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Click on "LESS THAN".
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Type in the value and click on submit.
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You can add new task conditions here.
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Click on "Next".
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Click here.
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Describe your first reward.
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Click here.
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Then, click on "Sales Execs".
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Click here.
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Let's look for earnings in this case.
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Click on "Earnings".
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Click on "Add Condition".
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We can search for the metric here.
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Click on "Total Sales".
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Search here.
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We'll use the multiply function here.
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Click on "Multipy".
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Click on "Static".
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We'll go with a two percent commission here.
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Click on "Submit".
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Click here.
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Type here.
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We'll cap it at 250 for this one.
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Click here to add more rewards.
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Click on "Save".
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Click on "Next".
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In the settings, you can define the characteristic of your plan like the time period, description, and so on. For more details on each field, please refer to the FAQ section
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Click on "Next".
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Click on "Next".
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Click on "Next".
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Click on "Continue".
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Click activate.
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Now, your plan is activated.
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Click here.
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This is your plan menu.
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Thank you!