Development of Integrated Leaderboard, Event Calendar, Email Management System, and Reward Redemption Process

Background

Blue Studios is providing online learning opportunities to students starting from preschool to 12th grade with the help of online learning classes and many other skill based courses of various categories through webinars, videos, and live classes.

Before reaching out to Mpire Solutions, they were not aware of the concept of a leaderboard. Morever, no mechanism existed to rank the users based on projects, assignments, and quizzes for a specific subject and / or other categories. Instead, they were using a grading system based on marks without any conceptualization of leaderboard rankings.

To begin with, they required a complete mechanism of an event calendar where the users can easily book online projects based on availabilities and offers. We had to select the most appropriate technology to develop an efficient, user-friendly, and integrated event calendar.

Furthermore, with live classes and other online learning activities that can help the users earn rewards, they wanted us to create a mechanism of reward redemption using the right technologies and integration with third parties and within the platform, so that registered users can easily redeem their gifts without any delays.

The last thing they required was a customized and integrated email management system to deal with the auto-generated email throughout the registration process.

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Challenge

The main task was to create a leaderboard from scratch while integrating all other functions that are related to assignments and the grading system. Since Blue Studios were already using different third-party integrated platforms (Klayvio, Userpilot, & Typeform), our team had to face a lot of limitation throughout the process of development.

Another main challenge was to initiate the custom codes due to no direct access. Our team of experienced and certified developers spent extensive time on the project to find and implement the best possible solution in order to meet the requirements. The client provided us with a specific design and we had to suggest the most efficient technologies for different platforms of the website to get the desired results.

The reward redemption process was yet another challenge for our team. We had to use the right third-party integration platform to develop a well-structured and smooth reward redemption process for the registered users that were ranking in the leaderboard. Other than that, the client required a proper email management system for the new users so that when they register on the platform, they can get the confirmation email right away. 

Requirements

  • Integrated Leaderboard Development – To create, implement, and integrate a leaderboard for a proper ranking system based on different online activities.
  • Event Calendar Development – To manage the live activities and to book for available projects.
  • Features Enhancement – To enhance existing features in order to effectively integrate with the leaderboard.
  • Integrated Gift/Reward Redemption Process – To redeem the gifts based on grades & ranking, on the leaderboard.
  • Email Management System –  To generate and send auto-generated emails through third-party integration throughout the registration process.

Solution

Since the basic design was provided by the client, our experienced and certified team of developers came up with the right mix of technologies (ASP.NET, HTML, CSS, JavaScript, and Uscreen) to perform both tasks.

We started the leaderboard development using ASP.NET for backend & HTML/CSS/JavaScript for frontend development. Since we used customized technology throughout the development process, there were no limitations or barriers throughout the coding process.

We managed to get 3rd party integrations with various platforms to achieve the desired results with the leaderboard. We suggested and implemented a variety of technologies for the admin panel and registration process of the website to make them more optimized and user-friendly.

After successfully developing an integrated leaderboard, we moved towards creating an effective event calendar for the users to book the live events easily. We used Uscreen technology to create an event calendar that shows the availability of the live events.

Furthermore, the implementation of the integrated gift redemption process greatly helped the registered users on the leaderboard in redeeming their gifts based on total points, projects submitted, and quizzes.

To address the need of a proper email management system, we implemented third-party integration with Klayvio technology, so that newly registered users can get an instant auto-generated email for confirmation.

Results

  • We managed to successfully create a customized and integrated leaderboard for the client with the implementation of ASP.NET, HTML, CSS, and JavaScript technology.
  • Registered users can now see their rankings through the leaderboard.
  • An event calendar was developed with the best practices of Uscreen technology.
  • A proper reward redemption was developed using third-party integration.
  • An integrated and customized email management system was implemented to send instant emails to newly registered users.
  • All the features that were mandatory for successful customization and integration were enhanced.
  • The management of Blue Studios was fully satisfied as we managed to custom deliver the project as per their exact requirement.

Benefits

  • The integrated leaderboard encourages the registered users to perform above par and to get the motivation to see themselves ranking on top of the leaderboard.
  • The event calendar helps the users to register for various live classes throughout the week/month.
  • The reward redemption system allows the registered users to easily redeem their gifts based on ranking, grades, assignments submitted, and, quizzes.
  • The integrated email management system makes the entire registration process more flexible and significant.
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Automation & Data Integration With Salesforce Website

Introduction

Utility Business Media, Inc. (UBM) is the utility industry’s leading publisher and producer of utility safety and leadership-focused content and education. They were looking for some experienced Salesforce development teams to help them set up, track the customer journey, and automate their routine client communication which was based on different criteria within their Salesforce website, such as automated generation of training certificates for registered candidates based on hours completed throughout the sessions. However, the training hours were dynamic and varied from applicant to applicant.

Challenge

When the client reached out to Mpire Solutions they already had a functional Salesforce website. The client used to manually enter the data of the registered applicants based on attendance and training hours in order to generate certificates for each individual.

The UBM management decided to get a customized and integrated Salesforce system that can generate certificates automatically based on hours completed by each registered applicant.

The main challenge was to work on the different conditions, limitations, and validations to automate the process of certificate generation. The client used to record the attendance of the training sessions by manually maintaining an excel sheet before uploading the same to their Salesforce system.

Another challenge was to deal with the exceptional cases throughout the data management system. For instance, an applicant is registered for a specific training session but never punched the attendance, or joined the session late leaving behind no records. We had to consider every basic possibility to create the best-fit Salesforce solution for the client.

Requirements

  • Automated Certificate Generation – To generate certificates for each individual based on attendance and hours.
  • Eligibility Criteria  –  To manage and keep track of the registered users before generating the certificate of any particular training.
  • Data Integration and Management – To streamline the entire end-to-end training process.
  • User Creation – To identify the status of whether the applicant is new or already registered with the platform.

Solution

To meet the requirements of the client, we created a customized and integrated Salesforce system. There were 4 basic conditions we worked for certificates automation;

  1. Information of the applicants.
  2. Beginning date of the event.
  3. Ending date of the event.
  4. Number of hours spent by each individual in training.

To monitor and track the presence of the registered users, we created a customized training management calendar for each applicant that tracks the total number of hours an individual has spent throughout the training sessions, before generating the certificate. We also worked on the eligibility criteria of the applicants whether they are eligible for the certificates or for a specific training session. In order to avoid human error in setting dates, we excluded backdating entries within the platform to keep things reconciled.

The Salesforce team at Mpire Solutions developed customized options for the client through which they can send the certificates to the trainees via email. However, to avoid exploitation, this customization access was only available for the admin.

There is a limitation of sending the number of emails in a single day through Salesforce. Salesforce allows you to send a maximum of 5000 emails in a single day. Sometimes UBM had to deal with more than the provided limit. This hype could be the result of discounted offers, packages, or limited offers to attract a potential audience. To deal with this challenge, we had to develop a customized batch class in Salesforce to meet the target without any limitations.

In addition to that, our Salesforce developers worked on the user’s information to check whether it’s a new applicant or already a registered applicant with the platform.

Results

  • We successfully managed to automate the certificate generation process.
  • A proper mechanism was developed to track and monitor the attendance of the registered applicants.
  • Entire data was significantly integrated with the Salesforce website to manage the training process.
  • A mechanism now can identify the status of the applicants whether they are new users or are already registered.
  • The platform now can check the eligibility criteria of the applicants.

Benefits

  • Certificate Generation Process was automated.
  • Attendance Verification Process was automated.
  • Instead of generating certificates for every individual, the client is now only a click away to send certificates to the trainees via email.
  • The client now simply has to upload the attendance to their Salesforce platform and get the desired results.
  • Trainings, Trainees, Attendance and Certificate Issue Data was significantly integrated throughout the platform.
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