Automated Communication
Set up automated workflows to send greeting and wishes for events and occasions like welcoming a new teammate, celebrating birthdays, festivals, and holidays, or acknowledging work anniversaries and long-service awards.
Birthdays and work anniversary greetings will be automatically generated when the employee's data (DOB and DOJ) is added to Empuls.
Create a new automated communication for gifting events
Step 1: Go to Admin Dashboard
Go to Admin Dashboard by clicking on Report and Settings as shown below.
Step 2: Navigate to Gifts
Navigate to Gifts > Automate and select Create New Automated Communication at the top right.
Step 3: Let's Begin
You’ll be redirected to a form to help you with a seamless setup; click on Let’s Begin to continue.
Step 4: Select the event you wish to automate
Step 5: Gift Details
Click Continue to fill in the communication details, such as the greeting name, description, and points assigned, if any. You can also choose the stakeholders you wish to inform of this greeting.
Step 6: Gift Details cont.
Next, schedule the greetings and points (optional) that are to be sent out. You can choose to add reward points or add products from the store.
Step 7: Message Details
Configure the greeting message being sent to the recipient. You can customise your greeting or use the pre-populated message.
Step 8: Select recipients
In the last step, define the recipients of this automated greeting. Review your settings before you Confirm and Create your communication.
Additional Settings
You can find the list of existing automated communication go to Admin Dashboard and navigate to Gifts > Automate. Click on a particular card to edit/delete or disable the gift or communication.
Application URL : https://{{tenant_url}}/home/automation/gift-automation