How-to guides

203 articles in this collection.

• Access content management in Hoopla
• Add a Hoopla channel to a Microsoft Teams tab
• Add a segment to a channel’s default lineup
• Add and manage Fan users in Hoopla
• Add content to your Hoopla lineup
• Add custom badges
• Add custom content to your Hoopla TV channel
• Add generic metric newsflashes in Hoopla
• Add generic metrics from Google Sheets
• Add Google Slides to a Web Page step in Hoopla
• Add news, traffic and weather
• Add or change user aliases in Hoopla
• Add or remove TalkDesk users in Hoopla
• Add Quickfire Newsflashes in Hoopla
• Add RSS ticker feeds in Hoopla
• Add team metric newsflashes in Hoopla
• Add teams with Salesforce report
• Add Twitter to your Hoopla channel
• Add user metric newsflashes in Hoopla
• Add user or TV display licenses in Hoopla
• Add users manually
• Add users to multiple Hoopla accounts
• Add users with file upload
• Apply labels to metrics and leaderboards
• Apply tags to channels and segments in Hoopla
• Assign Salesforce report totals to teams in Hoopla
• Assign the Team Admin role in Hoopla
• Audio troubleshooting
• Authenticate Slack integration for Hoopla
• Authorize the HubSpot integration in Hoopla
• Authorize the Tableau integration in Hoopla
• Authorize the TalkDesk integration in Hoopla
• Authorize Toast integration for Hoopla
• Auto-calculated team metrics in Hoopla
• Automate with Slack patterns in Hoopla
• Award points for winning challenges
• Cancel your Hoopla service
• Cannot add a team to another team in Hoopla
• Challenge types - tips
• Change the currency for a metric in Hoopla
• Change your Hoopla password
• Channel best practices
• Clone a segment
• Complete tasks in Hoopla Huddle
• Configure a data table from an integration
• Configure a data table in Hoopla
• Configure badges in Hoopla
• Configure calendar events in Hoopla
• Configure data table from a file
• Configure metric step in Hoopla
• Configure reusable segments in Hoopla
• Configure Salesforce IP allowlist for Hoopla
• Configure Slack Newsflash in Hoopla
• Connect a Hoopla channel to a Raydiant screen
• Connect Dynamics to Hoopla
• Connect Hoopla to a Salesforce sandbox
• Connect Hoopla to Excel Online
• Connect Hoopla to Google Sheets
• Connect Jira to Hoopla
• Connect Power BI to Hoopla
• Connect Salesforce to Hoopla
• Connect Square to Hoopla for sales data sync
• Connect Zapier to Hoopla
• Copy a channel to a reusable segment
• Create a channel
• Create a custom Hoopla tab in Salesforce
• Create a data table from a Salesforce report
• Create a leaderboard from a Salesforce report in Hoopla
• Create a metrics step, gauge, or progress bar from a Salesforce report
• Create a Salesforce streaming newsflash in Hoopla
• Create a Salesforce user provisioning report for Hoopla
• Create data sets in Hoopla
• Create posts with HooplaAI in Hoopla
• Create Salesforce metric reports for Hoopla
• Create teams
• Create users and teams from Dynamics
• Define your metrics
• Displai and Hoopla connection
• Display COVID-19 health tips and news updates
• Display data tables from Excel Online in Hoopla
• Display data tables from Google Sheets on your screens
• Display Google Sheets-based incentive leaderboards in Hoopla
• Display your Hoopla channel on Displai screens
• Enable multi-timezone scheduling in Hoopla
• Filter Hoopla metrics and leaderboards by labels
• Fonts for leaderboards
• Grant temporary account access to support
• Hoopla mobile app
• HubSpot newsflashes
• Initiate a Battle in Hoopla
• Initiate a race challenge in Hoopla
• Initiate faceoffs for players and teams in Hoopla
• Initiating a tournament in Hoopla
• Install the Hoopla app in TalkDesk
• Install the Salesforce widget
• Introducing Huddle messaging center
• Leaderboard alerts
• Linked vs unlinked segments in Hoopla
• Log in to Hoopla
• Manage assets and tags in Hoopla
• Manage your account settings in Hoopla
• Managing points without rewards in Hoopla
• Map data from Excel Online to Hoopla metrics
• Map data from Google Sheets to Hoopla metrics
• Map data from Hoopla to Google Sheets
• Map data from Tableau to Hoopla
• Map data into Hoopla metrics
• Map Hoopla data to Excel Online
• Map Hubspot data into Hoopla
• Map metrics from Toast into Hoopla
• Map TalkDesk data into Hoopla
• Map users and locations from Toast to Hoopla
• Migrate Salesforce org in Hoopla
• Monthly engagement ideas for Hoopla
• Navigate the Hoopla mobile app
• November engagement ideas for Hoopla
• Organize users, metrics, and leaderboards with labels
• Personalize your Hoopla player profile
• Personalize your metric newsflash with a photo and message
• Personalize your metric newsflashes
• Play YouTube videos in Hoopla
• Player leaderboards
• Redeem points and rewards in Hoopla
• Remote employee kit for Hoopla
• Repost a newsflash in Huddle
• Resolve the Salesforce OAuth error
• Salesforce report not visible in Hoopla menu
• Salesforce users unable to login to Hoopla
• Schedule a recurring task in Hoopla
• Schedule segments for Hoopla channels
• Scheduled backgrounds
• Send a task message in Hoopla
• Send Hoopla email summaries to your team
• Send Post messages in Hoopla
• Set currency format in Hoopla
• Set or reset a challenge to include previous scores
• Set targets and color indicators on leaderboards
• Set up a corporate communications channel in Hoopla
• Set up a Performance Console for your team
• Set up a Salesforce-triggered streaming newsflash in Hoopla
• Set up automatic logout for inactive Hoopla users
• Set up channel watchers in Hoopla
• Set up department solution sets in Hoopla
• Set up Microsoft Teams notifications in Hoopla
• Set up priority cards for a dashboard
• Set up Slack notifications in Hoopla
• Setup guide - Hoopla with the Salesforce integration
• Share Hoopla channels via link
• Share your Hoopla channel via email
• Show a Tableau dashboard in a channel
• Sign up for Hoopla Engage self-service and invite your team
• Slack pattern examples for Hoopla
• Start a faceoff with another user
• Stream newsflashes using formula field values in Hoopla
• Sync team membership with Excel
• Sync teams from Salesforce reports
• Team leaderboards
• Trace a Hoopla leaderboard back to its data source
• Track user login history in Hoopla
• Trigger a newsflash from Zapier
• Trigger a Quickfire Newsflash in Hoopla
• Trigger a Slack Newsflash in Hoopla
• Trigger newsflashes from Slack messages
• Trigger newsflashes from Zapier
• Troubleshoot a streaming newsflash that won’t appear on your TV channel
• Turn a survey into a leaderboard
• Turn off Leaderboard Insights in Hoopla
• Turn setup mode on or off in Hoopla
• Types of metric updates
• Types of user roles
• Unable to update your name or email
• Update billing or cancel your Hoopla subscription
• Update metric values manually
• Update metrics from Zapier
• Update metrics in bulk using email upload
• Update metrics with file upload
• Update your profile - players
• Update your profile as a Fan
• Update your profile in the Hoopla mobile app
• Upgrade to Hoopla Enterprise features
• Upload calendar events in Hoopla
• Use a post step template in Hoopla
• Use capture groups in Slack patterns to extract values
• Use content tags and shuffle in Hoopla
• Use duplicate names across metrics and leaderboards with labels
• Use Hoopla on your mobile device
• Using Hoopla in a marketing department
• Using Hoopla in a product department
• Using Hoopla in a sales department
• Using Hoopla in customer success departments
• Using Hoopla with Slack: player and fan guide
• Verify a Hoopla player’s Salesforce login
• View and customize your Hoopla dashboard
• View and manage leaderboards in the Scoreboard section
• View and respond to challenges in Hoopla
• View and reuse scheduled segments in Hoopla
• View or edit billing information in Hoopla
• View recent activities in Hoopla
• View task completion status in Hoopla
• View your rankings on leaderboards
• Watch channels on your computer
• Web page step displays white screen
• Why use teams