Automated campaigns streamline recognition by triggering gifts automatically based on your employee roster and campaign rules. If a recipient didn't receive an expected gift, use this step-by-step guide to identify what happened and get your send back on track.
Top 4 Reasons Automated Gifts Don't Send
1. Billing or Credit Limit Issues
If a payment fails or account funds run low, Snappy automatically pauses gift sends and sends an email alert to your billing contacts.
Check: Is your Account Balance funded? Have you reached your monthly credit limit on Pay by Invoice / PO?
Check: Is an active, valid billing method selected for this specific campaign?
2. Missing or Incorrect Recipient Data
Automated sends rely entirely on accurate recipient attributes in your roster.
Check: Is the recipient's Email, Birthday, or Hire Date missing or formatted incorrectly? (Dates must be formatted as
MM/DD/YYYY).Example: If a recipient's hire date is blank, Snappy cannot calculate or trigger their anniversary gift.
3. Campaign Filters & Inclusion Rules
Some campaigns are restricted to specific sub-groups within your organization.
Check: Does the recipient match the campaign's filter criteria (e.g., Department, Location, Custom Fields)?
4. Milestone Configuration
Milestone campaigns (like work anniversaries) only trigger for specifically selected years.
Check: Which milestone years are toggled ON in your campaign setup?
Example: If your campaign is set to send gifts only for 1-year, 5-year, and 10-year milestones, an employee celebrating a 2-year anniversary will not receive a gift.
How to Audit Who Missed a Gift (2-Step Comparison)
To confirm whether a recipient was expected to receive a gift but was skipped, compare your Projections against your Gift Activity Report:
Step 1: Download Your Campaign Projections
Navigate to Billing > Projections and select your automated campaign.
Click Export for the desired date range.
This list shows every recipient Snappy scheduled for a gift based on your roster and rules.
Step 2: Compare with Your Gift Activity Report
Navigate to Track $\rightarrow$ Gift Activity.
Export the activity report for the exact same date range.
Cross-Reference: If a recipient appears on the Projection List but is missing from the Gift Activity Report for that date, review the 4 reasons above to resolve the block.
Need help manually triggering a missed gift?
Contact our 24/7 Product Support team via live chat in your dashboard or email us at help@snappy.com with the recipient's email address, and we'll help process the send!