Step 1: Add Recipients
Populate your store roster so you can issue points or assign gift access.
Required Data: First Name, Last Name, Email Address.
Optional Data: Department, Country (Site), Birthdate, Start Date.
Import Options:
Manual Entry: Best for adding a small number of users directly in the dashboard.
CSV Import: Best for bulk uploads. Download our template, fill in your roster, and upload.
HRIS Sync: Automatically sync employee data from tools like BambooHR or HiBob.
Step 2: Establish Your Store Model & Budget
Understand how currency and budgets operate in your store:
Point-Based Store ($1 = 1 Point): Users receive points in a digital wallet to spend across one or multiple items.
Gift-Based Store: Users receive a "gift allowance" to claim specific items. The budget is governed by the price of the most expensive item offered.
Managing Points & Gifts: Add or withdraw points individually or in bulk via the Points tab.
Step 3: Launch & Notify
Once your roster and balances are set, notify your team:
Automated Dashboard Invites: Trigger email notifications directly when awarding points.
Internal Announcement: Use our pre-built launch templates to announce the store via your internal communications.
Checklist Before Going Live
Enable Peer-to-Peer (P2P) point sharing.
Activate Automations (Birthdays, Work Anniversaries, New Hires).
Set up Reminder Notifications to ensure recipients spend their balances.