Automated Greetings

Set up automated workflows to gift for festivals and greet your teammates on their first day at work, birthdays, and work anniversaries. 
Birthday and Work Anniversary greetings will be automated once the required employee data (DOB, DOJ) is added to Empuls.
 Create a New Automated Greeting
1.Navigate to Settings --> REWARDS & RECOGNITION Settings--> Automations-->Automated Greetings --> Create New Automated Greeting.
Automated Greeting
2.Continue to Lets Begin
autogreeting1.png
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Auto Greeting 
3.Choose the type of event you wish to create an automated greeting and click Continue.
New greeting 
4. Make sure to add a representative name and description to help you identify this greeting later and manage its settings if needed and click Continue.
New Automated Greeting 
5. You can schedule a gift for a particular and associate points to the gift and click to continue.
Schedule Greeting 
6.  Customize the greeting card image, title and body of the message. You may also preview the email message before enabling it.
Message 
7.Finally, define the recipients of the automated gift/greeting and click Review Settings> Confirm and Create.
Auto Gift 
Learn how to Create and Edit Birthday/Work anniversaries Greetings for your Org.
Automations
Automated Budgets
Last modified 11mo ago