Want to set up automated bonus points for staff birthdays or work anniversaries, but missing data? No stress! There are two ways to update this. Select the relevant option below:
❗Please note: For the automation to work correctly, the relevant data needs to be included in your app user's records. Please update this and include any new user's start date and/or DOB.
Step 1: To find out how many users need updating on your portal, simply hover over the red information icon to the right of the automation:
Step 2: Click the link to download a list of users with the relevant data missing. A file will be downloaded to your computer:
If you have multiple users needing updating, complete the empty cells in the download, then save as a CSV file:
Step 3: Attach the CSV file and email it to [email protected], and we can update this for you 🤩
If you have single users needing updating, or wish to do this yourself:
Step 1: To find out how many users need updating on your portal, simply hover over the red information icon to the right of the automation:
Step 2: Click the link to download a list of users missing the data. A file will be downloaded to your computer.
Step 3: Head to 'App users' on the left-hand side:
Step 4: In the 'Manage' tab, search for the user you wish to update, then click the three-dot icon and select 'Edit user':
Step 5: Enter the missing data as below:
Step 6: Click update:
And that's it! Your users' details will be saved, and the automation will trigger on the date/s entered 🤩
What's Next?