For: Owners, Managers, Recruiters, Staff
A scheduled send gives points at a time you pick, like a birthday morning. Until then, the points stay in your wallet. The wallet is the pool of points your company sends from.
Steps
Open Send. Click Send in the admin dashboard.
Set up the send. Pick who gets points, how many, and a subject and message. Then click Continue.
Choose Schedule. Under When do you want to send?, select Schedule. Pick a date and time. Tick Send in member's local time to use each person's own time zone.
Choose Repeat. Leave Repeat on Once for a single send. To send again on a regular basis, pick Daily, Weekly, Monthly or Yearly. Then choose when it ends: never, on a date, or after a set number of sends.
Click Send. For a one-time send, you see Points scheduled. For a repeating send, you see Campaign created.
Manage a scheduled send
You can change, speed up or stop a one-time send until it goes out.
Open Schedules. Click Workflows, then Schedules. Then click the Pending tab.
Choose an action. Open the send. Click Edit, Send now, or More actions and then Cancel send. Finished sends move to the History tab.
Good to know
A send with Repeat set to Once goes out one time and shows under Schedules. A repeating send becomes a campaign, which is an automatic reward you manage under Campaigns.
Send in member's local time works only for one-time sends. A repeating send goes out in the schedule's time zone.
Surveys can repeat Daily, Weekly or Monthly, but not Yearly. Items cannot repeat.
When you edit a scheduled send, you cannot add a repeat. Please cancel it and make a new send.
If a scheduled send fails, open it in the History tab. Its timeline shows why, for example when the survey on it is no longer active.
Schedule is greyed out when the points come from a CSV column. A CSV is a spreadsheet file, so send those points right away.
You cannot change an attachment after you schedule. Cancel the send and make a new one.
You cannot undo Cancel send. After a send goes out, Edit, Send now and Cancel send are gone.
Questions? Click Help in the left sidebar of your admin dashboard to start a chat with us.