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Employer App Updates

Reward Manager

Feature reward automation upsell banner top of the section that encourages employers to upgrade their account to increase engagement and streamline payments even further.

Settings

Allow employer to see preview of their reward portal for users.

Points payment settings

Payment method (form Stripe)

Auto Recharging

When balance goes below:

Input that indicates at what point the wallet should be recharged.

Bring my balance back up to:

Input that indicates what the recharge amount should be each time.

Primary payment method

Backup payment method

Points Value

An input field that allows the employer to indicate whether rewards can be exchanged for dollars (off by default)

If enabled, allow the employer to indicate the conversion rate (1:1 is default)

If turned on, display “Reward dollars” as a reward selection option in the user reward portal

Input for the minimum threshold to exchange points — the total number of points that must be accumulated before they can be exchanged.

Default is 100

If enabled, there also needs to be controls that dictate how long a user has to spend their points before they expire.

Unclear what the input for this looks like but “Never” should be an available option.

Points Bank Reporting

Balance info

Current balance

Add funds button

Payment history

Display small table of charges incurred each month

Usage summary (for month)

Total points outstanding

Total points redeemed

Total points expired

Dropdown menu that allows the user to see usage for past months

User can also download a usage report (report emailed to them)

Here screenshots from Twilio for inspiration:

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Billing dash⁠

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Autocharge settings⁠

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Payment settings⁠

(Stripe handles this for us so I’m not sure if we can display within the app)

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Balance notifications⁠

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Reward template builder update

Rewards may be earned through achievements or purchased with points. Offering template options in the employer app will be important for facilitating adoption and accelerating the onboarding process.

Add points as a reward-type option.

Rewards that issue points can’t be featured in the user reward portal — it wouldn’t make sense to allow users to buy points with points.

Change “experiential” rewards to “gifts”

Custom reward

Name of reward (Required)

Description (Optional) — allow embedded links

Visual (optional) — provide simple visual builder that uses an icon library and potentially different colored backgrounds)

Add input for whether the reward is earned instantly or over time.

Installments UI is only displayed for rewards that are paid over time.

Installments aren’t available for rewards that are purchasable with points.

Rewards that have installments (paid out over time) shouldn’t be able to be offered in a company’s shop or added as rewards for badges.

Need to find an intuitive way to do this. If reward templates just don’t show up in certain places, the user won’t know why.

Add publish settings

Draft

Publish

Unpublish

Pre-Built Reward Templates

Money

Gift card

Reward template table update

Enable user to edit which columns are displayed and their order.

Template name

Details (dollar amount, points amount, experiential label) - can have multiple values

Status (Published, draft, etc.)

When a template is unpublished, display prompt modal:

“You are about to archive a reward template. This action will make it unavailable for adding to new automation criteria and for manual additions to openings via the override feature. However, this will not remove the template from existing referrals/opportunities it’s already been assigned to. Are you sure you want to proceed?”

Audience (Must support numerous inputs if multiple groups are selected)

Times earned

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Add filter options at the top of the table:

Status

All

Published

Unpublished

Archived

Reward type — templates with mixed reward types will appear if one of the types is chosen for filter

Monetary