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Platform Reminders

Updated

This article will detail the customized reminders that can be sent to users to increase adoption, engagement, and redemption in your platform.
 

  1. Navigating to Reminders
  2. Available Reminders
  3. Reminder Emails

 

Navigating to Reminders

To view and edit Reminders settings:

  1. On the homepage, select the "Admin" button at the bottom of the left navigation menu.
  2. From the left navigation menu, select "Platform" then “Notifications."
  3. Select “Reminders.”

 

Available Reminders

There’s no doubt you want your recognition platform to be as successful as possible. That’s why we have created reminder emails—to increase program adoption across all your programs! Reminder emails can be turned on in your platform to remind your employees to recognize, approve any outstanding approvals, and spend their points. Here’s what you can do with reminder emails:

  • Point Balance Reminder: When employees don’t spend earned points, budgets shrink over time, reducing incentives. The point balance reminder boosts platform engagement and redemption, helping maintain future spending incentives.
    • Point balance reminders can go out on any of the following cadences:
      • Monthly
      • Quarterly
      • Semi-Annually
      • Annually
      • The reminder email will be sent as close to the first day of the selected period as possible through a balanced algorithm. For example, if a user receives the email on the 1st one month, the system will send it as close to the 1st as it can the following month.
    • Establishing a point threshold allows us to determine the minimum account balance required to trigger the reminder email. For example, assuming the points to dollars ratio is 1:1, entering 30 points means only users who have 30 or more points in their account balance will receive the reminder email.
    • Select 'Test' to receive a sample email of the selected point balance reminder template. The test email will be sent to the currently logged-in user, providing information on their point balance.
  • Recognition Reminder: If Awardco isn't part of your daily routine, it's easy to forget recognition. Reminders help show employees its value and encourage them to recognize their teammates. 
    • Recognition reminders can be sent on any of the following cadences:
      • Monthly - the 15th of the month
      • Quarterly - January 15th, April 15th, July 15th, and October 15th
      • Semi-Annually - January 15th & July 15th
      • Annually - January 15th
  • Approval Reminder (Now under Approval Settings): Timely recognition is more impactful than delayed praise. While approvals are necessary, they can delay recognition. Weekly approval reminder emails are sent every Monday to help speed up the process. 

 

Reminder Emails

If you haven't established reminder emails for any of the above reminders, begin the process of creating an email template with the following steps:

  1. Select the Admin button at the bottom of the left navigation menu.
  2. In the left navigation menu, select “Platform,” "Notifications," and then "Email Templates."
  3. Select “Add Template.”
  4. Input a Template Name, choose an Email Type (Point Balance, Recognition Reminder, or Nomination Needs Approval), and Language. For the Editor Type, it is recommended you use the Easy Editor.
  5. Click “Next.”

 

Based on the email type you selected, the Easy Editor will provide a platform generated Point Balance, Recognition Reminder, or Nomination Needs approval email template. Follow the instructions in the Email Template Easy Editor article to make desired adjustments. Once finished, choose your newly created email template in Reminders settings. 

 

 

 

 

If you have any questions, please contact Awardco Admin Support.

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