Scorecard actions allow you to proactively schedule and automate workflow steps based on predefined conditions. By establishing specific conditional logic using metrics from a panel, you can trigger automated email notifications to relevant stakeholders. This ensures that critical tasks are never overlooked and empowers managers to stay ahead of potential bottlenecks.

See how it looks

Key features

• Automate workflow steps based on panel metrics
• Send targeted email notifications to specific users, groups, or roles
• Set custom frequencies such as daily, weekly, monthly, or one-time alerts

You need this to succeed

• Plan: Bigtincan Basic Learning, Bigtincan Basic Readiness, Bigtincan Elite, Bigtincan Essential, Bigtincan Readiness, Bigtincan Standard, or Bigtincan Standard Plus
• Roles and Permissions: Any user with access to a Scorecards panel

Do this step by step

1. Open Scorecards.
2. Navigate to the specific panel where you want to create an action.
3. Click the three dots in the top right corner of the panel.
4. Click Create Action.
5. In the Basic info section, provide an action name, description, frequency, and activation status.
6. In the Criteria section, define your date range and conditional logic. Conditional logic lets you define the rules that automatically trigger a Scorecard action, like sending an email notification.
7. Build rules using Boolean expressions based on the metrics available in your Scorecards panel, following a simple structure:
   • Metric + Logical Operator + Value.
     For example, Pipeline Created < 3,000,000.
   • Use the And or Or buttons to chain multiple conditions together for creating more precise rules.
     For example, Pipeline Created < 3,000,000 And Close Rate < 50%.
   • The conditional logic always resolves to either True or False.
8. If all conditions are met, the action fires. If any required condition fails, the action does not trigger.
9. In the Output section, click New Output. Scorecard actions support four trigger types.
   • Send a Message: delivers an automated email or notification directly to impacted users when they meet the defined criteria.
   • Enrollment: automatically places qualifying users into a specific course, coaching plan, or curriculum without any manual steps.
   • Add to Group: assigns qualifying users to a designated group, making it easy to target them for reporting, further automation, or personalized experiences.
   • Waitlist Notification alerts users or admins when a waitlist spot opens up or when a user's waitlist status changes.
10. In the Schedule section, define when your action runs and how often Brainshark checks whether users meet your criteria.
    • Frequency: select how often Brainshark evaluates your criteria and triggers the output: Daily, Weekly, Monthly, or Now (runs immediately, one time only).
    • Active start date: enter the date you want the action to start running.
    • Active end date: enter the date you want the action to stop running. After this date, the action no longer executes, even if it remains enabled.
    • Time zone: select the time zone Brainshark uses to calculate when each scheduled run occurs, ensuring triggers fire at the correct local time.
11. Click Create.