Earning Points in Salespath

How do Salespeople earn Points?

Salespeople can earn two types of points in Salespath: 

1. Marketplace points- we will call these simply "points." Points accrue automatically and are bankable, meaning they can be saved up and redeemed whenever the Salesperson would like. Salespeople do not need to have a reward selected in order to accrue points.
2. Experience Points - we will call these "XP." 

Salespeople primarily earn points and XP by selling memberships, but can also earn extra points for selling specific items, collecting contact information, and more. The Ways to Earn section will explain in detail all the ways that Salespeople can earn points and XP. 

What are Points and XP for?

Points are used to redeem rewards in the Salespath Marketplace.

XP are used to advance to a higher rank. Ranks unlock different reward tiers and may move a Salesperson up to a new tier in their commission plan.

Ways to earn Points and XP

There are three ways to earn Points and XP in Salespath: by event type, by category, and by item.

Earn points for common event types

There are four actions for which Salespeople can earn points and XP:

1. New Member Sign Up - This will trigger when a customer signs up for a new membership.    
2. Attributed Transaction - This will trigger anytime a salesperson is attributed to a POS transaction. This includes both tight and loose matches.    
3. Tight Match Attribution - This will trigger each time the salesperson is attributed and it is categorized as a tight match. This occurs when the presentation is started and stopped BEFORE the POS transaction timestamp.    
4. CRM Contact Form Filled - This will trigger each time the salesperson is attributed and it is categorized as a tight match. This occurs when the presentation is started and stopped BEFORE the POS transaction timestamp.    

Earn points for item categories 

You can create Data Categories in Salespath to group specific item type sales. For example, Salespeople might earn extra points or XP for sales in the washbook category. 

Earn points for specific item sales 

If there is a particular item you would like to incentive selling, you can edit the points/XP for that item in your commission plan. For example, if you are running a promotion on your top membership package, you might set extra points or XP for Graphene membership sales.

Manually award or deduct points

For information about manual point adjustments, see Manually Award or Deduct Salespath Points.

How to edit default points and XP

By default, every membership sold earns 6 points and 100XP. 

To change the default Points/XP associated with an event type:

1. Click Settings > Gaming Configuration 
2. Click Edit 
3. Set the Points Value and XP for each Event Type. 
4. If desired, add a location-specific Points/XP override. This will set the point values for the specified locations, and all other locations will use your default Points/XP.
   1. Expand your Event Type.
   2. Click Add Location Override.
   3. Select your Location(s).
   4. Set your SPP (SalesPath Points) Override and XP Override values.  
   5. Click Add X Overrides.
5. Click Save. 

Example Gaming Configuration:

To change the default Points/XP associated with a category: 

1. From the Salespath navigation menu, click Settings > Data Categorization.
2. Next to the desired Category, click Edit. 
3. Under Basic Settings, set the SalesPath Points and Experience Points.
4. Click Update Category.

To change the default Points/XP associated with a specific item sale: 

You will need to edit your Commission Plan. 

1. Click Settings > Commission Plans. 
2. Next to the desired commission plan, click Edit. 
3. Scroll to Commission Items.
4. Next to the item you wish to edit, click Edit.
5. Set the Extra Points and Extra XP for the item.
6. Click Save.