For: Owners, Managers, Recruiters, Staff
A template saves a subject, message and points amount so you can reuse them. Every admin in your company shares the same templates, so spot rewards stay the same.
Steps
Fill in the send. In the Send Points window, type the subject, message and points you want to reuse.
Open the template menu. Click the template icon at the bottom left of the window.
Save it. Click + Save current as template, then name it. The template now shows in the menu.
Load a template
Loading a template fills in a send for you.
Open the template menu. Click the template icon at the bottom left of the Send Points window.
Pick a template. Click it. The subject, message and points fill in at once. You can change anything before you send.
Delete a template
Deleting a template removes it for everyone in your company.
Open the template menu. Click the template icon at the bottom left of the Send Points window.
Delete it. Click the trash icon next to the template. It is gone from the menu.
Good to know
To send points, see How do I manually award or adjust points for an employee?
Questions? Click Help in the left sidebar of your admin dashboard to start a chat with us.