Automated gifts & greetings are ideal for automating the action of sending wishes on any significant personal and professional milestones reached by the employees. A super admin can create greeting automation targeted to a specific group of individuals based on birthdays, work anniversary, new joining, etc. The recipients will receive the greetings on the specified dates.
Three kinds of Gifts and Greetings:
- Automated Greeting
- Instant Gift
- Festival Gifts
Click on Automated Gifting under Awards menu to set up automated gifts & greetings.
Automatic greeting is a gifting tool used for setting up a system where the employees are gifted on the birthdays, work anniversaries and at the time of joining the company
Rule for creating automatic greetings: The Automatic greetings are owned by a single super admin that means the person who will be creating the automated greeting will be the one from whom the points will be deducted. This is true for all The Automatic greetings.
Step 1: Automatic greetings have a common way of creation. While creating any automatic gift the user must select an image, write down the message title, write down the message body and if is there are points associated then add the points. super admin also has the option to inform stakeholders about this gifting.
Step 2: Clicking on next will give me the preview of the mail that will be sent to the Employees if there are any changes or if you want to preview the mail there is an option of send a test mail the bottom left of the mail preview.
Step 3: Then after this page the super admin is asked to select the audience who will be receiving this gift.
Similar steps will be used for the creation of a work anniversary automatic gift also. The only difference that lies in this form is that super admin has to select the number of years anniversary completion.
Send automatic greetings are associated with points then the points deducted will be from the owner's account. If in case the owner does not have the sufficient budget to send out an automatic greeting on a particular day then there is no option in platform settings wherein the budget is auto-created so that the greeting is sent to the user without a miss.
Instant gifts are similar to automatic greetings with similar kind of form but the only difference lies in the distribution of automatic greetings. The super admins set the gift once then the system sends out the gift on a periodic basis according to the event whereas instant gifts the gifts are sent to the users on the discretion of the super admins. These events are nonperiodic and can occur once for example being a parent, winning a contest, getting married etc.
To send this gift, there are multiple options
1) is that it will be sent to all the users
2) do it will be sent to specific users and be used to specify these particular group of people
3) upload a csv file
Festival gifts are like instant gifts only differences it can be set to be sent on a particular date. The super admin who will be creating it will be selecting a date then creating a event specify if there are any points associated to it. Gifts which already predefined for a particular date can be seen in a calendar just like the list of events on particular day.
If you wish to edit fields in the gifts, click on ⋮ on the particular gift and select Edit. Already sent gifts are not affected.
Deactivate or Delete gifts
If you wish to deactivate an automated gift, click on ⋮ on the particular gift and select Deactivate. You can activate the same gift later by clicking on Activate.
Send a gift
To greet on special occasions, learn how to send instant and festival gifts.
- Click on SEND GIFT on an instant gift.
- Select users from the available options. (upload a csv, select specified users, select all)
- Confirm the reduction from the budget and click CONFIRM.