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.
Click Send. You see Points scheduled. The points move at the time you picked.
Manage a scheduled send
You can change, speed up or stop a send until it goes out.
Open Schedules. Open the Schedules page from the left menu. 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 scheduled send goes out one time. To repeat a send, choose Schedule with cadence. That makes a campaign, which is an automatic reward you manage under Campaigns.
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.