Automations
Support with setting up, editing and activating your automations
By Lou1 author10 articles
How to set up an automated welcome bonusHow to set up automated welcome bonus
How to update the invite sequence senderHow to update the name of the user who is sending the invites to new app users
Automatically inviting app usersHow to automatically invite a when adding them as an app user
Converting a candidate to an app userAutomatically convert a candidate to an app user when they are progressed to stage 5 successful
Recognising birthday and service anniversaries
How to automatically recognise birthday and work anniversaries
App user’s birthday automationHow to set up, edit, activate and deactivate automated birthday notifications and points for your staff
App user’s service anniversaryHow to set up, edit, activate and deactivate the service anniversary automation.
Change the recipient of the missing details emailHow to change the admin user who receives the weekly birthday and service anniversary missing data email
How to upload missing dates for automationsHow to add a date of birth or service anniversary for one or more app users in order for the automations to trigger.
Sharing the app with a teammate - a guide for admin usersHow to encourage your staff to share the app with their pre-authorised teammates.
Setting up an automated notification and points for sharing the app with a colleagueEncourage your staff to share the app with colleagues by setting up an automated notification and optionally points.