The end of the year is often accompanied by thanks and gifts. When saying goodbye to 2014, we decided to launch a cool reward program to thank our beloved community for spreading the word about their experiences with eXo Platform.
The concept of this program is simple: Pick a mission, get it done and receive a gift.
We hope that you are already wearing your new eXo T-Shirt. If not, rush over to the eXo Tribe and get yours. Now is the right time to present to you what is under the hood of this new program.
Once again, we had a nice opportunity to turn our own business need into a valuable example of eXo Platform’s extensibility. As you know, this reward program was launched on our eXo Tribe instance, powered by eXo Platform 4.1. It was developed in a generic way and packaged as an eXo add-on. By design, it is compatible with eXo Platform 4.1 and you can reuse it, configure it or even extend it to serve as your own referral or brand advocacy program.
Where can I get it?
How does it work?
The Brand Advocacy add-on is split into two parts: an administration page and a front-end portlet.
The administration page allows you to create and configure the program, identify the team who will interact in the process, and manage the missions and participants.
The front-end portlet is what the end user will see and use. It needs to be positioned in the portal and set as public. A simple call-to-action button with a custom title will be displayed. When clicked, it will inject the final user panel into the DOM.
We designed it by following a simple gamification pattern. Users have to complete two steps to get their gift. The first screen will make a draw and propose a mission to the user following a random-weighted selection. When it has been completed, the mission and shipping information are captured and stored. The program team validates the mission, updates the participant’s status and sends them the promised gift.
To optimize the workflow better, we integrated three different roles into the managing team. On the administration page, you can give these roles to your team members:
- Validator: This is the person who creates and maintains the missions, and checks and approves the submissions.
- Shipping Manager: Once a mission has been validated, the shipping manager uses the shipping information to organize the shipping.
- Administrator: The administrator has full rights over the program administration page. They can edit the program settings and the team member’s roles.
The add-on also sends confirmation and notification emails. Program participants and the managing team are kept posted as the process proceeds. A confirmation is sent to the participant when they submit a mission, when the mission is approved or refused, and when the gift is packed and shipped. You can find and customize the email templates in /lib/src/main/resources/html.
The team is also notified as soon as a new mission has been submitted or when a gift is ready to be shipped. These emails are simple technical messages with basic information. Links are included in the content to the administration page and to the participant’s details.
What kinds of mission can I create?
Brand advocacy or referral marketing relies on promoting a brand, products or services through referrals or happy customers. Basically, you encourage your ecosystem to spread the word, tell their story and talk about their experience. The missions model of the add-on has been crafted to match this use case. A mission could be writing a review for your product, capturing a client success story, posting a tweet, shooting some selfies or anything insanely imagined by your marketing guru!
A mission has a title (the brief), a priority (how often you want the mission to be picked) and a link (to drive the participant to a specific location). You may also want to provide some suggestions to avoid the “blank page syndrome”. Several suggestions can be defined for one mission and they can be switched off if they have been used already.
Well, now it’s your turn to play with it!
We hope to hear your feedback on this first release and get your insights on what could be improved. Stay tuned, we have planned a second post already. More tech oriented, it will explain in detail how to extend the add-on to fit your own program needs. Meanwhile, see you on the eXo Tribe.