Best practices for setup

Teams

Before creating leaderboards or newsflashes, make sure your teams are set up. Teams can be created manually in Hoopla or synced automatically from Salesforce reports.

If your Salesforce data is well-structured—filtered by role, profile, or manager—automating teams through reports is ideal. As users change roles, they’ll automatically move between teams in Hoopla, reducing manual admin work.

However, if reports can’t be reliably filtered, it’s better to create teams manually in Hoopla.

Note: Teams synced from reports update once daily. If you make manual changes to a synced team, they’ll be overwritten during the next sync.

Once teams are set, you can create leaderboards and newsflashes using teams instead of adding individuals. New users added to a team will automatically appear on the associated leaderboards and newsflashes.

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Naming Conventions

Hoopla organizes content like reports, metrics, leaderboards, and channels into lists. Clear naming conventions make it easier to find and manage items—especially in environments with multiple admins.

Recommended format:

Apply naming conventions consistently—even to Salesforce reports. For metrics, include indicators to clarify the data type, such as:

• Revenue ($)

• Deals (#)

Avoid vague names like “Opportunities.” If multiple reports are mapped to a generic metric name, data may conflict and display incorrect values across leaderboards.

Best practice: Map only one report to a metric unless multiple teams are competing on the same data. If so, use one shared report.

Leaderboard names are less critical but should clearly communicate what users are viewing.

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Reports

Create reports at the highest relevant level—such as the entire company—when possible. For example, a report tracking daily calls can include all users who log calls in Salesforce.

Hoopla only pulls data for users listed as players. Once the data is imported, you assign it to a team in the leaderboard configuration. This keeps leaderboards accurate and saves API credits.

Exception: Revenue metrics may need to be split by currency. For example, a European team may require a separate metric in Euros.

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Tracking What Matters on Leaderboards

Sales results are important—but so are the behaviors that drive them.

For instance, in a call center where every 100 calls lead to 2 deals, leaderboard competitions focused on call volume can motivate behaviors that produce real results. Focus on actions, not just outcomes.

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Reinforcing Company Culture

Hoopla isn’t just for performance—it’s a tool to amplify culture. Use channels to reinforce your values, promote recognition, and keep employees engaged.

Some ways to do this:

• Add company mission statements to Post steps

• Highlight employee achievements or events with photos and memes

• Feature leadership messages or motivational videos

• Use Activity Recap steps to show recent wins

• Add a Twitter step to showcase company updates or industry news

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Segments

Segments are reusable content blocks that can be added to multiple channels. Create a segment once, and use it wherever needed—no duplication required.

To update a segment, edit it once, and the changes reflect everywhere it’s used.

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Sound in Channels

Use sound selectively for high-impact moments like:

• Newsflashes

• Major announcements

Overusing sound can reduce its effectiveness, as users may begin to tune it out.

Related articles

• Create teams Create, edit and delete teams, or sync them from Salesforce reports, so you can run team leaderboards and competitions.
• Sync teams from Salesforce reports Keep Hoopla team membership up to date automatically by mapping a tabular Salesforce User report to each team.
• Define your metrics Create metrics that track your key performance indicators, choose a data source and update frequency, and set goals for them.
• Configure reusable segments in Hoopla Create a segment of steps once and reuse it in the default or scheduled lineup of as many channels as you need.