Scheduled gifts allow admins to pre-plan and automate the delivery of rewards for a specific date and time. This ensures timely recognition for holidays, campaigns, and organizational milestones without requiring manual intervention on the day of the event.
Admin Capabilities
Use the scheduling tool to fully customize and automate your reward campaigns:
Set Delivery Timing: Choose the exact date and time the gift will be delivered to employees.
Define the Audience: Send gifts to specific individuals, custom groups, or the entire organization.
Assign Reward Value: Attach reward points, specific brand vouchers, or non-monetary recognition.
Personalize Messaging: Customize the email or platform message template to match the occasion.
Brand the Experience: Upload custom visuals, banners, or company branding for the digital gift card.
When to Use Scheduled Gifts
Scheduling is ideal for predictable, date-specific events where you want to ensure the whole team receives a consistent, timely experience.
Cultural & Company Holidays Automate gifts for major celebrations so HR teams don't have to manually send rewards on days off.
Examples: Diwali gifts, Christmas celebrations, or Company Foundation Day
Thematic Celebrations & Events Pre-plan rewards for global awareness days or internal company events.
Examples: International Women’s Day, Men’s Day, or Employee Appreciation Day
Recurring Engagement Programs Set up systematic rewards for ongoing company initiatives.
Examples: Monthly wellness participation rewards or end-of-quarter team appreciation
Pre-planned Campaigns Align gift deliveries with the launch of internal marketing or HR campaigns.
Examples: Kick-off rewards for a new learning festival or a quarterly sales sprint
How to schedule gifts
Use the Scheduled Gifts feature to pre-plan and automate the delivery of greetings and rewards on a specific future date. This is ideal for company-wide holidays, upcoming team events, or specific campaign milestones.
Step 1: Initiate the Scheduled Gift
Navigate to the Manage gifts dashboard and click Create gift.
In the "Create gift" modal, select the Schedule it option.
Step 2: Define Gift Details
Provide basic information to help you identify and manage this campaign in your admin dashboard.
Enter a Greeting Name (e.g., "Thanksgiving").
Add a brief Greeting Description for internal reference.
Step 3: Schedule Date and Points
Determine exactly when the gift goes out and what reward is attached.
Select the date: Click the calendar icon to choose the delivery date. (Note: You must select a future date; selecting a past date will trigger a "Please select a future date" error).
Add a gift (Optional): Use the dropdown menu under "Would you like to add a gift to this event?" to select your reward type (e.g., "Yes, Add Reward Points").
Set the value: Enter the specific number of points each recipient will receive.
Step 4: Configure Message Details
Customize the email communication that recipients will receive on the scheduled day.
Enter a Message Title. This text will appear as the email subject line and the header of the message.
Compose the Message Body with an inspiring or appreciative note.
Click Edit Gift Image to swap out the default graphic with a custom visual or themed banner (e.g., a holiday or event-specific image).
Step 5: Define Recipients
Select the audience for your scheduled communication.
Under Define criteria for recipients, review the selected audience. By default, this may be set to "Everyone".
To narrow your audience, click the Edit (pencil) icon to selectively target a specific set of people or teams.
Once your audience is set, click Review Settings to verify your setup and finalize the scheduled gift.
Need Help?
For feedback or assistance, contact support at [email protected].