A welcome bonus is a great way to incentivise staff to register for the app. 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 '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
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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