For: Owners, Managers, Recruiters, Staff
Reward members for completing a survey by attaching it to a Send Points send. The points are held until the survey is completed, so the reward is the incentive to fill it out. (Finance cannot send points.)
Build your survey. Create your survey under Surveys first, so it is ready to attach.
Open Send Points. From the dashboard, click Send Points in the top right.
Choose the recipients. Search by name, email, phone number, or group name and select an individual/s, group/s, or all enrolled members.
Enter the points and a message. Type the point amount and add a short message. Members see this alongside the survey.
Attach the survey. Attach the survey you want members to complete.
Set the schedule. Choose when it goes out: send once on a date you choose, or on a recurring cadence (for example, weekly or monthly). Worth getting right the first time, for the reason below.
Review and send. Click Send. The points are reserved from your org wallet when the send goes out.
Changing the schedule later
The schedule is set when you send, and there is no way to edit it afterwards. To change the cadence, time, or timezone, you will need to delete the campaign and send it again on the new schedule. Email support@jolly.com if you would like a hand with that.
When do the points land?
Each member receives the points, and can claim them, only after they complete the survey. That hold is what makes the points the incentive to complete it.
Related
For manual, one-off point sends, see "How do I manually award or adjust points for an employee?"
Questions? Click Help in the left sidebar to start a chat with us. You can also email support@jolly.com (Mon-Fri, 9am-5pm ET; after-hours messages answered next business day).