Set up department solution sets in Hoopla

When to use this

Use Solution Sets when you’re setting up Hoopla for the first time and want pre-configured metrics, leaderboards, newsflashes, and channels tailored to your department. Solution Sets jump-start your setup by creating department-specific content that you can customize later.

Steps

Access Solution Sets

1. On first login Click the tile for your department (Sales or Marketing) when prompted.
2. If you dismissed the initial prompt Click your name in the upper-right corner, then select Solution Sets from the dropdown menu.

Configure the Sales Solution Set

1. Add five users (or select from existing users).
2. Enter metric values for each user and for the Sales team as a whole. Default values are provided if you want to skip this step and add data through an integration later.
3. Review the generated Sales Channel in the final step of the setup flow.

Configure the Marketing Solution Set

1. Enter your Twitter handle and select which information you’d like to display from Twitter.
2. Enter values for Marketing Metrics. Default numbers are provided if you don’t have the values on hand.
3. Review the generated Marketing Channel in the final step of the setup flow.

Verify

After completing the setup flow, you’ll see a new Channel created for your department with pre-configured metrics, leaderboards, and newsflashes. Navigate to your Channels list to confirm the department Channel appears and displays your entered data.

If it doesn’t work

• Solution Sets menu option is missing: You can only enable each Solution Set once. If you’ve enabled all available Solution Sets, the menu option will no longer appear.
• Need to modify created content: All metrics, leaderboards, newsflashes, and channels created by Solution Sets can be edited after setup to meet your specific needs.
• Need additional departments: Currently only Sales and Marketing Solution Sets are available. For other departments, create custom channels manually or contact support for guidance.

Related articles

• Create a channel Create a channel, add steps such as metrics, posts and leaderboards, then assign it to teams and publish it to your TV displays.
• Define your metrics Create metrics that track your key performance indicators, choose a data source and update frequency, and set goals for them.
• Using Hoopla in a sales department Keep your sales team focused on its KPIs with leaderboards, metric newsflashes, and tickers on your office TVs.
• Using Hoopla in a marketing department Show marketing KPIs such as lead conversion and website traffic on office displays with Hoopla metrics, channels, and tickers.