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The most successful Care Friends launches have featured a welcome bonus that appears in the app when your carers/employees log in 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.
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.
Automated welcome points - a step-by-step guide:
Step 1: Click on 'Automations' in the left-hand menu of your portal:
Step 2: Click the three-dot menu icon to the right of the Action menu
Step 3: Click Edit:
Step 4: Select the number of points from the drop-down menu:
Step 5: A title will be pre-populated. If you wish to update this, click in the title box and make edits as desired:
Step 6: A message will also be pre-populated. If you wish to update this, click in the message box and make edits as desired:
Step 7: Click Save
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.
To head back to the full launch incentive ideas article, click HERE.
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.
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