Bonus: You don't need their street address
Work anniversary gifts show gratitude to your dedicated employees, but with so many gifts to send, it’s a full-time job to show appreciation. If you can relate, it’s time to automate. Read on to learn how to automate your eGifting campaigns.
For information on how to create gift campaigns, please click here.
CG Elite users can benefit from our exclusive automation functionality, which integrates with your HR system or contact lists. The automation feature allows you to schedule gifts for work anniversaries, birthdays, and onboarding with ease.
Here's how you can automate corporate gifts:
Go to your campaign dashboard, click on the options icon next to the gifting campaign you want to automate, and select “add automation.”
Choose your audience from your contact groups or integrate with your HR system for employee-specific campaigns. Next, select your automation trigger, such as anniversaries or birthdays. For this example, select anniversaries. You can set up a separate campaign for employee birthdays by following these same steps.
Select your campaign send time parameters, such as one day before or after the anniversary. Then, choose your payment method, either CG Credits or credit card.
Super-admins can choose to opt for manual approval of automated campaigns. They’ll receive notifications 24 hours before the campaign goes out, giving them the choice to decline the gift for former employees or ignore the notification for the automated campaign to go out on time. All settings can be edited and managed as needed.
Automating work anniversary gifts makes your gifting process more efficient and ensures timely delivery. Say goodbye to manual gift sends and hello to automated, hassle-free gifting experiences. For more information on how to leverage campaign automation and other features, contact our customer support team or account executives. Happy gifting!
Faq
How can I automate employee gifts
Automate employee gifts with Corporate Gift by integrating with your HR system. Create your own campaign, and then click into the settings to add automation. You can set up your gifts to be sent out automatically on employee birthdays, anniversaries, and more.
What are the benefits of automated gifting?
Automated gifting helps ensure that you never miss a milestone. Add important dates to your contact list or integrate with your HR system so gifts go out automatically without you having to remember.
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