For: Owners, Managers
The Adoption column on Contacts shows whether each employee has claimed points. Use it to find people to invite again.
Steps
Open Contacts. Click Contacts in the left sidebar.
Open Filters. Choose Adoption, then Pending. You can pick one status at a time. It works with your other filters.
Open a contact. First points issued and First claim show how long they have been waiting.
Sort the table. Click Unclaimed Points to see who has the most points waiting.
What do the badges mean?
Active means they claimed points at least once.
Pending means points were sent but not claimed yet. These are the people to nudge.
Not invited means there is nothing to claim yet. Hover over the badge to see why: not enrolled, or no points received yet.
Some organizations use an adoption campaign. For them, the reason can also be a missing or invalid phone number, a missing location, or no qualifying earnings yet. You can fix these.
Good to know
This uses the same formula as Intelligence, so the two pages always agree. See How do I read the Intelligence tab (Adoption and Surveys)?
To text pending employees, see How do I invite or re-invite employees?
Questions? Click Help in the left sidebar of your admin dashboard to start a chat with us.