Incentive Page Settings

Admins can configure their community’s Incentives page from CSRconnect Admin Portal, Community setup, Incentives, Page Settings. You must have the Can Manage Incentive Programs & Rules permission. See Manage roles.

Tip: Text fields on this page support custom translations.

Manage Page Details

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

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

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

   • If this field is left 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 will display.

1. Enable Custom Redemption Totals.

2. Select Add Tile.

3. Enter a Title for this tile. This will display 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: Each incentive program can only be included in 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 is automatically disabled.

6. Select Save.

To delete a tile, select the X.

Tip: When there is only one program assigned to a tile, and the user does not qualify for this program, the entire tile is hidden for the user.