Welcome to the Bisevo Dynamics Integration
In order to set this up you need to complete the following steps.
1
Confirm your Bisevo SaaS subscription
Make sure you have a valid subscription with Bisevo SaaS. Hit the ”Test Connection” button below to verify the connection before moving on.
2
Select which module(s) you want to use
Once the subscription is set up, choose your modules from the menu on the left to enable the parts of Bisevo you plan to use.
3
Enable the events you want
When at least one module is enabled and connected, turn on the specific events that should trigger activity in Bisevo.
4
Set up rewards in Bisevo SaaS
Head into Bisevo SaaS to define the rewards your users can earn as they engage with your program.
5
Set up goals and campaigns in Bisevo SaaS
Define the goals and campaigns you want to run, so activity from Dynamics feeds directly into them.
6
Set up your dashboard in Bisevo SaaS
Configure the dashboard your users and admins will see, pulling together the metrics that matter most.
7
Add additional content in Bisevo SaaS
Enrich the experience with surveys, e-learning, and habits to give users more ways to participate.
8
Launch the project and tell your users about it!
You’re ready to go live. Announce the launch and invite your users to start exploring Bisevo.
Ready to verify your connection?
Start with step one — test your Bisevo SaaS subscription connection before configuring modules and events.