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.