With Automation Manager, you can effortlessly set up triggers that will automatically grant points to your Hub members on various occasions, such as birthdays, anniversaries, and even for participation in your rewards program.
Follow the steps below to set up the Anniversary Automation for your employees.
Step 1: Navigate to Automation Manager
Step 2: Choose an Automation to Create
Click Add to create a new Automation.
Then click the Anniversary automation.
Step 3: Create the Automation
Choose if you want to have a generic Anniversary automation that goes out every year OR if you want to choose a specific one, like for 5 or 10 years. We recommend setting up both.
Once inside the builder, you can choose your Automation’s title, target audience, the number of points it will award, what kinds of notifications it will send, and even the graphic and message it will feature.
We’ve created several graphics that you can choose from, but if you’d like to upload your own, you can do so as well!
Click Communication>Edit Image to see your options:
- Dynamic Templates
Automatically customized to show member names and the points they'll be receiving
- Static Templates
One-size-fits-all, do not show recipient names or the amount of points they'll receive
- Upload Your Own
Like static templates, but designed by you!
You can also edit the message your members will receive.
Finally, choose the event that will trigger this automation. Then click Activate Automation to turn your Automation on.
Please Note: Once activated, your automation will automatically begin to run at 9:00 AM the next day. If necessary, you can make adjustments to it until 11:59 PM.
Step 4: Create More Automations
You can create more Automations by either repeating the first three steps above, or going to your Active Automations and duplicating an Automation you’ve already created. To duplicate an Automation, click the dots on the top right corner of the Automation you’d like to copy. Once it is copied, you can update its title and settings to fit your new audience.
Please click here for step by step instructions for the rest of the Automation templates.
Step 5: Review Your Automation History
You can see which members in your Hub have received automations by going to the Automation History tab.