Incentive Page Settings

You can configure your community’s Incentives page from CSRconnect Admin Portal, Community setup, Incentives, Page Settings. Your role must include the Can Manage Incentive Programs & Rules permission.

Tip: Text fields on this page support custom translations.

Manage Page Details

1. Under Navigation Tab Name, enter a custom name for this page in your community navigation. The default name is "Incentives."

2. Under Title, enter a custom title for the top of your Incentives page. The default title is "Incentives."

3. Under Custom Description, enter a description for your employees.

   • If you leave this blank, the default text is: “Below your can see any incentives that you can take action on and information on the programs you are eligible to participate in.”

Manage Custom Redemption Totals

Use Custom Redemption Totals to create custom summary tiles for the Incentives page. If this feature is not enabled, a default Redeemed YTD summary tile appears.

1. Enable Custom Redemption Totals.

2. Select Add Tile.

3. Enter a Title for this tile. This title appears in the tile.

4. Select one or more incentive programs to include in the calculations for this tile. A tile must have at least one program, but you can add as many active programs as you want.

   Note: You can include each incentive program in only one tile at a time.

5. Select whether to display the match cap. If you select multiple programs that have match caps, the match caps are added together.

   Note: If you select programs that do not have match caps, then the Display Match Cap option isn't available.

6. Select Save.

To delete a tile, select the X.

Tip: If a tile has only one program and employees don't qualify for it, the tile doesn't appear for them.