Incentives
Incentives are rewards related to donations, volunteer activity, and participation. You can create programs based on traditional triggers from volunteer activity or donations, and you can also craft programs that encourage participation across the platform.
Tip: You must create a corporate cap, budget, and employee cap to use incentives.
| Feature | Navigation | Notes |
|---|---|---|
| Corporate Caps |
CSRconnect Admin Portal, Community setup, Incentives, Corporate Caps |
This is a required setting. You must name the corporate cap and set the amount. You can set the amount to unlimited. |
| Budgets |
CSRconnect Admin Portal, Community setup, Incentives, Budgets |
This is a required setting. You must name the budget, select an available corporate cap, and set the amount. You can set the amount to unlimited. |
| Employee Caps |
CSRconnect Admin Portal, Community setup, Incentives, Employee Caps |
This is a required setting. You must name the employee cap and set a cap limit. You can set the amount to unlimited. |
| Incentive Programs |
CSRconnect Admin Portal, Community setup, Incentives, Programs |
This is a required setting if you want to create Incentive Rules. The program determines who is eligible for a reward and how much they are able to receive. There is no limit to the number of programs you can have active at once. The program also addresses employee category, currency used, and personal caps. |
| Incentive Rules |
CSRconnect Admin Portal, Community setup, Incentives, Programs, Options, Manage Rules |
The incentive rule includes all the requirements that must be met to receive a reward. Only admins can set incentive rules. There is no limit to the number of rules you can have active at once. |