This article covers the key steps to create a monetary Earn program, allowing users to request points and you to approve them. Links in each step provide detailed info on settings and features.
For help building this program, contact the Technical CSM team.
Navigate to Earn Program Settings
- Select the Admin button at the bottom of the left navigation menu.
- Click Programs then Earn Programs from the left navigation menu.
- From the left navigation menu, click “Recognition,” “Programs,” and then "Earn Programs."
General Settings
Enter the Program Name, and select a Start Date and an End Date if applicable. Click Create Program. Choose an image that will be displayed when a user navigates to the Earn program selection page. Add a concise Description that clearly communicates the program's purpose to users. Click Next.
Rules
Toggle the Reward Giver option to Specific User and enter the name of the user from whom the award will originate.
Toggle Limits on the Claim Limits option. Select All Users from the Recipient dropdown menu, and enter "1" in the field next to "Times per 1 Month". Click Add Rule. This rule will restrict all users to claiming an award from this Earn program only once per month.
Select the budget from which points will be awarded in the Central Budget dropdown menu.
Turn on the Approval toggle. Click Add Rule, choose Specific User(s), and enter your name. Click Save. All Earn requests will go to your approval queue. Click Next.
Display
Under the "Display Amounts As Points" option, select Points. Enter a preset amount in the "Preset [currency] Amounts" field, and toggle the "Show Amount Selection to Recipients" option to On.
Enter a Reward Note that will appear on the user's received recognition and a Comment Prompt that will be displayed on the Earn request form.
To enable company values for user selection, click Optional under Tags and select the relevant tags. This article explains how to create core value hashtags if needed. Then click Next twice to reach the Notifications settings tab.
Notifications
Attach the desired email templates to the Needs Approval and Recognition notifications using the dropdown menus. Click View Templates to see the current templates on your platform. Select Finish.
Front-End View
To test the front-end view of your Earn program, click Return at the top right of the screen. On the homepage, click the Earn Rewards (or the page title for your Earn programs) and select your newly created Earn program if multiple programs exist. Enter a test comment in the provided field, select a tag, and click Submit.
Click the Go to Approvals button, then select the My Approvals tab to see pending Earn requests.
If you have any questions, please contact Awardco Admin Support.