Incentive Rules

Incentive rules for volunteer activity generate an automatic match/reward based on users' volunteer activity. In other words, you can build rules to require that users to reach a threshold of hours to an eligible organization through a certain activity type. Once users reach this threshold, CSRconnect prompts them to redeem their incentive. Users can return and redeem their incentive(s) at a later date, as long as the redemption is still eligible.

There is no limit on how many incentive rules you can have active at one time.

You can manage incentive rules from CSRconnect Admin Portal, Incentives, Programs. Under Options, select Manage Rules for the desired incentive program.

You must have the Can Manage Incentive Programs & Rules permission. See Manage roles.

Building Incentive Rules

Tip: Custom text fields cannot be automatically translated, but text fields on this page support custom translations.

1. On the Incentive Rules page, select New Rule.

2. Fill out the fields. Some notes for the fields: 

   • Rule Name: This name will appear in Incentive Management and Reporting.

   • Display Name: This name will appear for all users. This can be different from the rule name.

   • Hide rule Information on My Incentives Page: If selected, any program with this rule will not show on the My Incentive Page as an opportunity. Instead, it will only show as Eligible to Redeem once it is available.

   • Feature Functionality: This determines what triggers the incentive issuance.

     • Generic-Manual - If you want to issue a one-off incentive, select this option.

     • Volunteering - If you want to issue an incentive automatically, select this option. This enables Threshold or Action: 

   • Participation Type: Select the types of participation that you want to count towards this incentive.

   • Include Guest Hours: If you want to count hours users log for their guest(s) toward their participation, select this option.

3. Select Save Changes.