Gamification CRM Case Management Australian Non-Profit Market

Game on: Gamification CRM Case Management in the Australian Non-Profit Market

We examine Gamification, Customer relationship management and Case Management as a communication and customer engagement tool for non-profit organisations in Australia. Building on the findings of consumer research regarding brand recall and associations, as well as the psychology of gaming, we identify processes through which gamification can generate “process related affect” which can lead to favourable associations, longer engagement and increased loyalty.

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Gamification is a topic that has garnered a lot of attention from both business press and in academic research recently. Although the specifics of what precisely the term encompasses are still in flux, it is generally understood to be the application of a game structure around an activity or a set of behaviours where previously, there were none. In this article, we will explore gamification, CRM Case Management and the unique opportunities the game structure creates for non-profit organisations in Australia. Based on existing research regarding the psychological states associated with game-playing, and the process-generated context affects generated by the in-game experience, we generate hypotheses on the value that gamification can provide to message-driven organisations.

Gamification, Customer relationship management and Case Management offer unique opportunities based on existing research

Today, gamified experiences make use of the many technological advances that have been widely adapted in recent years, and offer players the opportunity to enjoy the game on a range of platforms including mobile phones, desktop computers, and real-world team interactions. The article titled ‘From Fitbit to Fitocracy: The Rise of Health Care Gamification’, The healthcare industry in particular has been at the centre of many gamification initiatives as a range of stakeholders—from governmental agencies, to application developers, to insurance companies—recognised the potential for games to motivate long-term behaviour changes in players, potentially motivating them to make lifestyle changes that improve their health (and lower healthcare costs for easily preventable conditions). These games appeal to users because they provide rewards—in a multitude of forms—to players just for playing, which is an essential component of psychological cycle associated with games.

 

The oldest documented game, Mancala, dates back to Egypt in the fifteenth to eleventh centuries, but according to game expert and proponent of gamification Jane McGonigal, Herodotus (of Ancient Greece), was the first to report on the cultural significance of game-playing in society and the psychological value inherent in the act of playing.

 

Spent, one of the most successful non-profit games to-date, raised 700 new donations within four days of launching

One of the most successful non-profit games to-date has instead been geared towards helping players escape from a world of relative comfort into a world of comparative hardship, and the success of that game is indicative of the power of games as a tool for inspiring behavioural changes or attitudinal shifts. Spent, a simple social game that sought to, on some level, gamify the elicitation of empathy and the process of charitable giving, was produced pro bono for the Urban Ministries of Durham by the McKinney ad agency. In order to win, players must “survive” for a month on a tight budget, while making the same types of decisions that many families on the verge of homelessness are faced with every day. These decisions were based on the real-life situations that homeless families and individuals had faced, which created a heightened sense of drama for the players because they knew that in the real world, the consequences of a wrong choice would be profound and potentially life changing. The game structure encourages interactivity because players are allowed to “borrow money” through a social platform. It also leverages the drama of the narrative to create an immediate positive outcome: after completing the game, players have an opportunity to donate to the Urban Ministries of Durham’s efforts to help the homeless.

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Spent helped to understand hunger, deprivation, and difficult choices, which in turn increased th population’s interest in the Urban Ministries of Durham’s work. Less than a week after the game launched, 100,000 people had started 145,000 rounds of the game and the Urban Ministries of Durham had added 1000 friends to its Facebook page. Only four days after the game launched, the Urban Ministries of Durham had received about 700 new donations, averaging $27.00. About 10 months after the game launched, it had been played 1.7 million times, in 196 different countries (Flandez, 2012).

Good games have in common: goals, rules, feedback, and voluntary participation

One theory proposed by CRM Case Management gamification advocates is that games like Spent are impactful because the process of playing kindles the psychological state of “flow”, in which people are operating at optimal performance and satisfaction levels. These advocates argue that games, especially games that are played in groups or teams, are inherently appealing to humans (McGonigal, 2011) and therefore any message can be made more compelling if it is presented within the context of a game. Mihaly’s research and analysis on flow is often cited as evidence of this phenomenon.

Methods for measuring user engagement in gamified CRM Case Management

At present, the methods for measuring user engagement in gamified CRM Case Management experiences are fundamentally the same as the methods used to measure the effectiveness of traditional marketing campaigns, especially traditional marketing targeted at user loyalty. For example, airline frequent flier programs incorporate all the important engagement techniques required by games, and similar metrics (recency, frequency, duration, virility, and rating) can be used to assess how successfully the game is engaging its audience. However, unlike airline frequent flyer programs, the effectiveness of the non-profit gamification might prove to be more difficult to measure: whereas the one is successful if it leads to loyalty as demonstrated by repeat purchases, the other may not be quantifiable in terms of financial transactions. For example, while Spent was certainly successful in increasing donations, it is important to consider whether revenue was the only, even the most, desired outcome. Though the game has evolved since it was first launched in 2012, the Urban Ministries of Durham’s website notes that the goal of “the current initiative is to explore and utilise a social CRM platform to engage, educate and inspire existing and potentially new audiences in entirely new ways.” Thus, while it can be assumed that the increase in charitable donations was a welcome outcome, it was only one of the dimensions along which the game designers hoped to impact players.

Based on our research into game playing, and the unique psychological properties that are inherent to games, as well as traditional measures of user engagement, we have identified three dimensions along which game-players engage:

  • Stimulation – the degree of emotion or excitement that a player experiences as a direct result of playing a game.
  • Longevity- the length of time that the game remains interesting to the player. Longevity refers specifically to the time that passes between when the player plays for the very first time, and when they play their last game session ever, and is not related to the duration of each game session.
  • Frequency – the number of times within a given period that a player choses to play.

Elizabeth A. Freudmann and Yiorgos Bakamitsos / Procedia – Social and Behavioral Sciences 148 (2014) 567 – 572

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Each of these dimensions exist on a spectrum, from high to low, and depending on the game designer’s goals, the mechanics of game play can encourage players to engage at different levels along the three spectrums. Thus, some games are designed to provoke a highly stimulating and exciting experience that players access with a high level of frequency, but for a shorter period of time. Other games are designed to provide a consistent and reliable game experience that players come back to again and again.

CRM Case Management make a more organic, and thoroughly reasoned decision with regards to behaviour

When we first investigated the goal was to understand if games offer non-profits a new tool to use when packaging and delivering their message. Thus we consulted existing literature on information processing in order to help us analyse the way that messages are processed, as well as the impact that the message delivery mechanism has on the experience of the message recipient. Our research has lead us to the conclusion that gamification has the potential to mitigate the influence that both task-related and incidental affect (Garg, Inman, Mittal, 2013) has on decision-making, and thus enable the player to make a more organic, and thoroughly reasoned decision with regards to behaviour. Though games are perhaps not entirely unique in this capacity, there are few other constructs that offer the same benefits.

Task-related affect, which stems from factors embedded in the decision itself (Garg et al., 2013), can be mitigated through gamification in several ways. For example, task-related affect can arise when the decider is faced with more information than s/he can comfortably process; in these situations, the structure of games can be used to teach the decider relevant information in an non-threatening and gradual way. Thus, when it comes time to make the decision, the decider can retrieve the necessary information with relative ease (Tybout, Sternthal, Malaviya, Bakamitsos, Park, 2005), which might lessen both the anxiety associated with feeling uninformed, and the required cognitive effort.

If the decider is struggling with an emotionally-laden decision, a game can help him/her think through potential outcomes, and generate approximations of likely outcomes, depending on the choices made. Though designed with other objectives in mind, Spent exemplifies this type of gameplay, and it is easy to imagine how a non-profit with a mission involving helping people make “better” decisions might design a similar game in order to counteract the task-related affect that is inevitably part of certain life choices.

Gamified CRM Case Management a framework to help encourage the desired behaviour

Similarly, it is easy to imagine a non-profit committed to influencing behaviour away from an easy, but ultimately detrimental behaviour, using a CRM Case Management framework to help encourage the desired behaviour. For example, an animal rescue non-profit might use a game where the player has the option to adopt a puppy from a shelter, or buy one from a pet store. The process of selecting a pet can be very difficult: the final big decision involves many smaller sub-decisions, including where you go to look for your new best friend. The cognitive effort required in this chain of decisions might cause some would-be pet parents to default to the easier option (Garg et al., 2013) of getting a familiar purebred from a pet store, instead of what might be seen as the riskier choice of adopting a mutt from a shelter. A game that engages and immerses the player in exploring the outcomes of their choices—for example, shopping for a purebred and thereby unintentionally supporting the inhumane activities of puppy mills—might provide the necessary motivation to encourage players to overcome the negative task-related affect that can lead to the decider either delaying the decision, or opting for the easiest, most comfortable alternative (Garg et al., 2013).

Consumer behaviorists have identified incidental affect—emotions caused by circumstances outside the control of marketers and potentially unrelated to purchasing decisions—as potentially hazardous to brands. Non-profit marketing professionals are similarly threatened by incidental affect, where an otherwise sympathetic audience member might react negatively to messaging after an unrelated incident leading to the stimulation of anger (Garg et al., 2013; Herrewijn & Poels, 2013; Carver & Scheier, 1990;). Gamers might argue that it is precisely these types of incidents that gamification can neutralise to varying degrees. Even after a negative encounter in a parking lot, a player might remain positively engaged with their upcoming task if it is presented as part of a larger “mission.” A well-designed game in the right hands might override some of the indirectly-related but potentially impactful factors.

Elizabeth A. Freudmann and Yiorgos Bakamitsos / Procedia – Social and Behavioral Sciences 148 (2014) 567 – 572 that could lead to negative affect; and, in inherently being “fun” (McGonigal, 2011; Poels, de Kort, & Ijsselsteijn, 2007), games might necessarily create a high level of stimulation resulting in positive affect.

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Gamification and Non-Profits the gamified CRM Case Management

In order to analyse a gamification’s CRM potential to impact message processing for non-profits, we identified the four types of messages that are packaged and delivered by non-profits.

They fall into two sub-categories:

1) engage positive behaviours, and
2) avoid negative behaviours.

Non-profits with messages targeted at engaging positive behaviours are seeking to influence people to do one of two things: either a) to participate in a new activity that the audience would have avoided or not known about in the past; or b) to make changes to daily behaviours over a long period of time. An example of the first type of message would be an arts organisation encouraging people to attend a performance like the symphony. If the audience is receptive to the message and it succeeds in engaging the positive behaviour of purchasing tickets to the symphony, continued engagement with the same audience is not necessary, as the audience will decide they like the symphony and attend another performance without requiring further behaviour modification, or dislike the experience in which case it would be very difficult to motivate them to attend again. An example of an organisation that would be delivering the second type of message is one that educates people about the importance of recycling. In the short-term, recycling has few immediately gratifying rewards to the person who is learning how to do it, so the message must focus on conveying the long-term importance of the behaviour, and teach newcomers what they are meant to do, step by step so that they don’t get discouraged or confused.

Non-profits that advocate the avoidance of negative behaviours also fall into two sub-categories: the first are organisations that seek to dissuade players from committing undesirable acts that could be immediately and dramatically harmful to others or themselves; the second category is comprised of organisations that offer support to people who are trying to make long-term changes to their habits in order to live healthier or happier lives. An example of a non-profit that would employ the first type of negative behaviour avoidance message is one with a mission to reduce incidences of drunk driving. An example of a non-profit that would use the second type of messaging is one that focused on helping smokers quit—a difficult task because the process of quitting is extremely unpleasant and the rewards of a healthy life are not realised until long after the difficult period of withdrawal.

Looking at these four different message types from a game playing perspective, we identified four scenarios:

scenario-01-up

Defined as organisation wants to persuade player to participate in an activity; player either does or does not enjoy the activity, no further support from game messaging is needed.

scenario-02-up

Defined as organisation wants to persuade player to change behaviour on an ongoing basis. Benefits of behavior change will not be evident to player in the short term.

scenario-03-up

Defined as organisation wants dissuade player from engaging in dangerous or unproductive behavior. Benefits from abstinence may or may not be immediately evident.

scenario-04-up

Defined as organisation wants to dissuade player from habits or choices that are unhealthy or unproductive. Benefits to player will not be experienced in the short-term.

Each of these scenarios requires a distinct combination of stimuli along the three dimensions of game engagement; stimulation, longevity, and frequency. In order for gamification to work for non-profits, it is imperative that players engage properly, otherwise the organisations risk being ineffective. Based on our research, we have made a prediction for each scenario for the type of engagement that would best deliver the organisation’s message in a palatable and impactful manner.
scenario-01-prediction

Required Game Characteristics:
High stimulation, low longevity, high frequency.

scenario-02-prediction

Required Game Characteristics:
Mid-level stimulation, high longevity, mid-level frequency.

scenario-03-prediction

Required Game Characteristics:
Mid-level stimulation, high longevity, low frequency.

scenario-04-prediction

Required Game Characteristics:
Low stimulation, high longevity, low frequency.


572 Elizabeth A. Freudmann and Yiorgos Bakamitsos / Procedia – Social and Behavioral Sciences 148 (2014) 567 – 572

Conclusion

A gamified CRM Case Management is unique in its ability to deliver messages in a palatable, digestible, even enjoyable way. We identified that non-profit missions are either focused on encouraging the adoption of a positive behaviour or the avoidance of a negative behaviour.

More specifically, we further sub-divided the types of mission statements into Scenario:

1) behaviour adoption with immediate feedback, and Scenario

2) behaviour adoption with benefits that won’t be realised in the short term, and Scenario

3) behaviour avoidance with potential—though not definite—immediate rewards and Scenario

4) behaviour avoidance where the rewards won’t be realised in the short term.

We identified three dimensions of engagement

stimulation, longevity, and frequency

along which players can engage with a game, and furthermore, predict what combinations of these three dimensions are best suited for each mission statement scenario.

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About Datanova: Over the last 12 years Datanova has gained a wealth of experience working with various social service providers. All have varying requirements and localised approaches to executing and delivering care. Our collaborative approach to developing our cloud based data systems in conjunction with our end user community means we always evolve our systems with the direct input of the industry. Creators of FlowLogic a Case Management Solution for Social Services CRM.

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References

Carver, C. S., & Scheier, M. F. (1990). Origins and functions of positive and negative affect: A control-process view. American Psychological Association, 97(1), 19-35.

Csikszentmihalyi , M. (1997). Finding flow: The psychology of engagement with everyday life. United States of America: Basic Books, a Member of the Perseus Book Group.

Flandez, R. (2011). Online game draws Attention—and Money—for the needy . Retrieved 9/7, 2013, from http://philanthropy.com/blogs/prospecting/online-game-draws-attention—and-money—for-the-needy/28750

Garg, N., Inman, J. ., & Mittal, V. (2005). Incidental and Task Related affect: A Re Inquiry and extension of the influence of affect on choice. Journal of Consumer Research, 32(1), 154-159. Retrieved from http://www.jstor.org/stable/10.1086/426624

Herrewijn, L., & Poels, K. (2013). Putting brands into play: How game difficulty and player experiences influence the effectiveness of in-game advertising. International Journal of Advertising, 32(1), 17-44. doi:10.2501/IJA-32-1-017-044

McGonigal, J. (2011). Reality is broken: Why games make us better and how they can change the world (1st ed.). New York, NY, USA: The Penguin Press.

Poels, K., de Kort, Y., & Ijsselsteijn, W. (2007). “It is always a lot of fun!” exploring demensions of DIgital gaming experine using focus group methololgy. Proceedings of Futureplay 2007, Toronto, Canada. pp. 83-89.

Rothschild, M. L. (1979). Marketing communications in nonbusiness situations or why it’s so hard to sell brotherhood like soap. Journal of Marketing, 43(2), 11-20. Retrieved from http://www.jstor.org/stable/1250737

Rothschild, M. L., & Gaidis, W. C. (1981). Behavioral learning theory: Its relevance to marketing and promotions. Journal of Marketing, 45(2), 70-78. Retrieved from http://www.jstor.org/stable/1251666

Smith, K. (2012). Social games and gamification: What’s the differene? Retrieved 08/20, 2013, from http://socialtimes.com/social-games-and-gamification-what’s-the-difference_b89361

Zichermann, G., & Cunningham, C. (2011). Gamification by design (1st ed.). Sebastopol, California, USA: O’Reilly Media Inc.

Christian Krauter
Founder at Datanova
The Founder of Datanova, a visionary and digital business solution architect with 24 years experience in the rapidly expanding fields of information management systems, data governance and customer focused-strategy. As Director of Datanova, he leads a great team focused on cloud based services and solutions improving a clients business result through enabling a competitive advantage from all their information assets to drive top business imperatives – Christian Krauter, is a recognised expert on analytical applications, CMS, CRM, focused on improving client’s business results through cloud development, information management and data governance.
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