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Find / Review your ranking structure


Julian
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  • Gainsight Employee ⭐️⭐️⭐️
  • 908 replies

The ranking structure should be a central piece of your Gamification strategy. Even if you might doubt it, many users are aware of it and will be motivated to stay active so they will make it to the next rank. A ranking structure will also make it easier for visitors to understand who they are speaking to. A reply coming from a true expert and veteran of your community will have more impact on visitors than a reply from a newbee...

This tutorial will guide you through the process of defining your ranking structure, no matter if you are just starting with your community or if you want to review your existing ranking structure.
 

Some general rules before we start


There are some general principles which we want to share with you when you are changing your ranking structure:

 

  1. Rank rules should always reward behavior that matches the goal of your community
  2. The higher the rank, the harder it must be to achieve it
  3. Do not send too many notifications for lower ranks
  4. Rank names should indicate if a user is new / more experienced than a lower rank
  5. Ranks should differentiate from each other in styling (color, bold, underlined, etc.)

Rank styling


There are several styling options which you can use for your ranks. This way your users can identify easier who is more experienced / which ranks are higher.

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Rank / Username icons
You can define these icons to be displayed in the following locations:

9deb8949-b684-44d2-9d6e-b4b98279b393.png


This can be handy for Super users (to show they are special), but it can also be used for your Community team (e.g. use the company logo).

Bold/Italic/Underlined
You can use these options to differentiate levels of a rank group (for example the first three starter ranks): Rank 1 Rank 2 Rank 3

 

Creating a ranking structure for a new community


For a new community it can be really difficult to determine how active users will be and how "fast" they will progress through the ranking system. This is why you can find a default ranking structure attached to this tutorial! :)

For most communities, this setup will be just fine for the first 6-12 months after go-live. After that we recommend you to review it, to make sure that users can still earn higher ranks and that the "journey" through your ranking system works smoothly.

You will find a tutorial on how to configure ranks by following this link.

 

Review a ranking structure for a mature community


We recommend you to review your ranking structure at least once a year. The older your community gets, the more users you will find in the top ranks. Make sure that they always have something new to achieve!

 

Step 1: Review the current performance


There are multiple ways to get an overview of the performance of your ranking structure:

User exports ([Analytics] - [Exports])

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After the export has downloaded, open it and create a pivot table. Check the distribution of users amongst the ranks.
If you want to, you can also have a look at the distribution of user activity (e.g. average comments or topics) to get an indication for your rank rules)


Member Dashboard ([Analytics] - [Members Dashboard])

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In the Member Dashboard you can easily see the distribution of ranks in the bottom right table.
Note: If a rank name does not show, it means that nobody has that rank. Also make sure to disable the date filter (top right)


Rank overview ([General settings] - [Ranks])

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In this page you will find the column "users". It indicates how many users currently are at a certain rank level.
Note: The [Rebuild]-button at the top of the list will recalculate the user activity, so that all ranks will automatically be recalculated for each user.


Ask yourself when you look at the distribution of ranks:

Are there "gaps" in your ranks, where no users own a rank?

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It could look like this:

ec680468-542f-49f8-b756-f3573406be15.png

If yes, then maybe you want to check which of the rules is keeping users from progressing. Maybe the amount of topics is too high?


Are there "barriers" that keep users from progressing forward?

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It is a common issue for many communities that the majority of users sits in the lowest rank:

2b790186-ab08-491e-8f3b-b93806c7d7e0.png

Try to lower the levels for the second rank, if possible. Usually a second rank starts at three comments, maximum five.

 

Step 2: Balance the ranking structure


If the majority of users sits in one rank, see if you can spread it out a little bit, by either lowering the rules for the next rank, or by adding new ranks in between which make it easier for users to reach the next level. Hand rule here: After a change, users should ideally rank up and not down. Otherwise they might be disappointed (especially superusers).

It is important note that the order or ranking matters. If a rank is placed at the top and the user has that rank (like employee) no matter how many contributions the user makes they can not advance forward.


Tip: The ideal ranking structure has intervals of 2.5x: If the first rank starts with e.g. 1 reply, then the second one should be at 3 replies, the next one at 7.
Tip 2: Users are less likely to start new topics the "higher" their rank is (as they will reply more to questions / discussions started by new members). So make sure to not set the barrier too high when it comes to creating new topics.

 

Step 3: Test it's performance


Now it is time to push the "rebuild" button. 🙂 By doing so, all user activity is being recalculated, and users will receive the ranks according to your new rank system. If you don't push this button, then ranks will be calculated per user when they log in or when they are active.

 

Step 4: Review notifications


You want to change the notifications after you have rebuild the ranking structure. Why? Because otherwise a bunch of users would receive a rank up notification "out of the blue" and without them being active on the community. That would feel weird. If you add these notifications after the recalculation, those messages will only be send once a user reaches that rank through their activity.

 

Step 4: Announce and release it

Now you only need to let your users know about the changes. But be careful: Don't tell your users exactly what they need to do in order to reach the next rank. Otherwise they will cheat the system and spam your community.

Need help with optimizing your ranking structure? Don't hesitate to comment or to start a new question! :)

 

 

Did you find this topic helpful?

8 replies

  • Contributor ⭐️⭐️⭐️
  • 17 replies
  • July 27, 2020

Hi guys, 

I have a question that I cant seem to find on here. Please could you explain what the iD# column represents, this is the column which sits before ‘Users’. 

Screenshot below:

 

Thanks, 

Emil


Julian
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  • Author
  • Gainsight Employee ⭐️⭐️⭐️
  • 908 replies
  • July 27, 2020

Hi Emil,

thanks for sharing your question here! 🙂 It’s true, seems like I did not cover it anywhere…

Each rank has a unique ID. This number is merely there to help you that you can differientiate the different ranks from reach other. For example, some communities have beginner ranks that start with the same name:
 

 

The reason behind having two ranks with the same name: Our rank rules are and/and, not or/or.

If I have the very first rank set up to be earned by leaving a reply, the users who start with creating a new topic will not receive this rank. Therefore, I have created two starting ranks which use the same name and styling. However, one rank will be earned by starting a topic, the other by posting a reply. This way all users have the same experience, regardless if they start with a comment or a topic.

So, in most cases you can ignore it, but it surely can be handy to check in case you are getting lost.


  • Contributor ⭐️⭐️⭐️
  • 11 replies
  • November 11, 2020
Julian wrote:

The reason behind having two ranks with the same name: Our rank rules are and/and, not or/or.

If I have the very first rank set up to be earned by leaving a reply, the users who start with creating a new topic will not receive this rank. Therefore, I have created two starting ranks which use the same name and styling. However, one rank will be earned by starting a topic, the other by posting a reply. This way all users have the same experience, regardless if they start with a comment or a topic.

So, in most cases you can ignore it, but it surely can be handy to check in case you are getting lost.

Hi @Julian 

A quick question regarding this! :relaxed:

If there is 2 ranks with the same name, will a user then not have 2 messages at the same day or time?(regarding how you set it up, ofcourse) 

I mean: Let’s say that the two ranks with same name are both granted if you make 1 reply first or 1 first post. Won’t the user then experience quite fast getting 2 notifications on the same day? If yes, is that preferable? 


Julian
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  • Author
  • Gainsight Employee ⭐️⭐️⭐️
  • 908 replies
  • November 11, 2020

Yes, that is true - I would therefore not recommend sending rank up notifications for both of them. Otherwise the user would probably be confused about this and assume your community is not working properly. :)

I have written more about best practices in rank up notifications in this guide:

There you will find this table:

Now if you want to have two similar ranks based on the same activity (which would resemble Starter Rank 2 in this list) you might actually want to adjust it a bit, and send a notification for Starter Rank 3 instead. This way you could avoid any chances of double notifications.

Hope this helps, let me know if there is anything!


LuH
  • Contributor ⭐️⭐️⭐️
  • 13 replies
  • January 13, 2025

@Julian I want to create a “verified” rank for members who have completed their profile, but I want that to stay while they progress through the other ranks I’ve created. 

The way I’m doing this is a bit manual so #1 please let me know if there’s a better way to do this, and #2 please confirm if members can have multiple ranks?

 

  1. Segment based on profile variables being “not empty”
  2. Have a User Role defined as “verified”
  3. Pull the data of the segmentation and give the user role
  4. Have a rank set up simply around the user role being “verified” and provide the rank icon at the bottom of the users avatar which will be similar to the verified checkmark of something like Instagram. I need to make sure they will be able to take on other ranks with this one staying so we can see them as verified members.

Kenneth R
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  • Gainsight Community Manager
  • 433 replies
  • January 14, 2025

Hi ​@LuH - what you’re describing is possible, albeit with that manual step to update the custom role with the filtering you’ve done by segmenting.  It might be possible to fully automate this via API but as a simple non-technical approach, your steps make sense.  What you can’t do is have a member have more than one rank.  So instead, what I think you can do is duplicate your rank ladder so that members either get the rank title with verified (and verified icon) or without verified, depending on whether they have the custom role or not.  Then the only visible difference to your members is the verified checkmark.

I love the creativity here by the way - haven’t heard of this approach before!  :)


Julian
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  • Author
  • Gainsight Employee ⭐️⭐️⭐️
  • 908 replies
  • January 14, 2025

Well Kenneth was spot-on with everything already, I have nothing more to add. There are more communities that have several ranking structures stacked on top of each other, each bracket limited by different custom roles that gate access to them. 

Let us know if you need more help with this!


LuH
  • Contributor ⭐️⭐️⭐️
  • 13 replies
  • January 14, 2025

Thanks, fellas! I appreciate it!! I am kicking myself for not thinking of the two routes, verified vs. unverified. Thanks so much.


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