How to set up an automated welcome bonus

A welcome bonus is a great way to incentivise staff to register for the app. Find out how to make this as quick and easy as possible...

Em Powell avatar
Written by Em Powell
Updated over a week ago

Visiting this page from AUS? CLICK HERE to view our targeted AUS Toolkit

The most successful Care Friends launches have featured a welcome bonus that appears in the app when your staff login for the first time.

This guide will show you how to set up your automated welcome bonus in 4 simple steps.

💡Top Tip! To set up and edit the welcome bonus feature, you will need to have 'manage account settings' permission on your account. Your Care Friends lead will be able to check your account permissions and make any changes required.

Automated welcome points - a step-by-step guide:

Step 1: Click on 'bonus points' in the left-hand menu of your portal, followed by 'automations' in the top tabs:

Step 2: Use the drop-down menu to choose how many bonus points you would like to award to everyone who registers for the app.

Step 3: Turn on the automated welcome bonus by clicking on the grey box, which will turn the box into a green tick:

Step 4: Click 'save' and the automation is turned on.

Make your welcome bonus time-bound to encourage staff to sign up quickly. We would recommend a deadline of 2 weeks following your launch day event. You can then switch off your automated welcome bonus by clicking on the green tick to remove it and then clicking 'save'.

We hope this helps. If you have any questions about this feature or anything else please get in touch by clicking on the chat icon in the bottom right-hand corner of your screen.

To head back to the full launch incentive ideas article click HERE.

What's next?

Did this answer your question?