Quick start guide - without Salesforce

Follow these steps to set up your Hoopla account.

1. Add Users. These are the people participating in Leaderboards and Newsflashes. You can also add people who want the ability to log in to Hoopla to view data as a Watcher.

2. Define Metrics and upload values for users. Metrics are what you use to measure your team’s performance, and can include KPIs such as calls, closed sales and meetings. Metrics are the building blocks of Hoopla. They are used in Leaderboard rankings, and Newsflash triggers and Channels.

Note

If using Google Sheets click here.

3. Create Leaderboards. Leaderboards are ranked lists of Players or Teams, to be displayed on your TV Channel.

4. Add Metric Newsflashes. Metric Newsflashes help you and your team celebrate important achievements as they happen

5. Create a Channel.

6. Broadcast your Channel and watch Hoopla transform the way your team works!

• Note: If using Displai hardware, click here.

For step-by-step instructions, here is a YouTube Playlist.

Related articles

• Add users manually Add a single user to Hoopla, set their role and team, and see what happens after their invitation email is sent.
• Create teams Create, edit and delete teams, or sync them from Salesforce reports, so you can run team leaderboards and competitions.
• Define your metrics Create metrics that track your key performance indicators, choose a data source and update frequency, and set goals for them.
• 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.