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Points, Automations, & Peer-to-Peer (P2P)

Now that your store is stocked and your team is added, it's time to distribute the budget!

Updated over a week ago

Use this guide to learn how to manually reward points, set up automated gifting, and empower your team to recognize each other.

Please note: The Peer-to-Peer feature is only available as a Swag option in Snappy Stores.

Pro Tip: Use the men on the right to jump to a specific section


Managing & Distributing Points

Before anyone can check out, they need currency in their wallet. As an admin, you can add or withdraw points from user accounts at any time from the Points tab in your dashboard. (Remember: 1 Point = $1 USD).

To distribute points manually:

  1. Navigate to the Points tab and locate the specific recipient.

  2. Click on their current point balance to edit it.

  3. Type in the number of points you wish to add (or withdraw) and click Save.

To distribute points in bulk

If you want to give a holiday bonus or a company-wide reward, you don't have to click on each person individually!

  1. On the Points tab, check the box next to the names of the recipients you want to reward (or check the master box at the top to select everyone).

  2. A bulk action menu will appear. Select Add Points.

  3. Enter the amount you want to distribute to each selected user and confirm.


Setting Up Automations

Want to put your rewards on autopilot? You can configure your store to automatically send points and email notifications to employees on special occasions.

How to activate Automations:

  1. Navigate to the Automations tab in your Admin Dashboard.

  2. Choose which automation you want to enable: Birthdays, Work Anniversaries, or New Hire Onboarding.

  3. Define the rules: Set exactly how many points the user should receive and customize the email template that will be sent to them.

  4. Toggle the automation to Active.

🚨 Important Data Check: Automations rely entirely on the data in your Points tab! For the Birthday automation to fire, the user must have their birthdate filled out in their profile. If you are using an HRIS sync (like BambooHR), this data will pull over automatically!


Enabling Peer-to-Peer (P2P) Recognition

The Peer-to-Peer (P2P) feature takes the workload off the admin and allows your employees to reward each other! When enabled, you grant employees a specific "P2P Allowance" (a separate budget from their personal Swag Store balance) that they can only use to send points to their coworkers to say "thank you" or "great job."

How to turn on P2P:

  1. Navigate to the Customize tab, then click Advanced settings.

  2. Toggle on the Peer-to-Peer feature.

  3. Set the Allowance rules: Decide how many points each employee gets to give away, and how often this allowance resets (e.g., 50 points every month).

  4. Note: Unused P2P allowance points do not roll over when the cycle resets!


How Employees Share P2P Points

Once P2P is activated, your team will see a new option when they log into the Swag Store.

The Recipient Experience:

  1. The employee logs into the Swag Store and clicks the Recognize a Peer button.

  2. They select a coworker from the company directory.

  3. They choose how many points to send from their available P2P allowance.

  4. They write a personalized "Thank You" note and hit send!

  5. The receiving coworker gets an email notification, and the points are instantly added to their personal wallet to spend on swag.

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