New Hire Campaign Setup
Updated over a week ago

Send a welcome gift to your employees using our automated gifting capabilities! This is perfect for celebrating special milestones with varying budgets.

The New Hire campaign type will automatically send out gifts to your recipients based on the inputted days post their hire date!

Here is a general video tutorial on how to set up your automated campaign!

Create your campaign

Select the drop-down arrow next to the blue Send Gifts button at the top → Select "New Hire."

Step 1) Campaign Settings

  • Start date:

    Select the date & time for when you’d like your campaign to “activate.

    Start date simply means the date and time you wish the campaign to activate. It does not mean that the campaign will send out all gifts at that exact date and time. The campaign will only send a gift to your recipient on their milestone date listed at around 14:45 UTC.

    Once the start date and time rolls around, your campaign will be live and it will start sending out gifts to eligible recipients

  • Add your milestones and respective budgets.

    You can add multiple milestones within one campaign and customize each milestone with a different budget or collections.

    • You can either select from the presets in the dropdown or set a custom day by entering the number of days post hire in the bottom field.

      🌟 Don’t forget to select the checkmark to confirm the changes. 🌟

Step 2) Gift Studio

This is where you can customize each part of your recipient's gift experience.

  • 📧 Email Page: If your recipient has an email, then they will receive a Snappy in their inbox! This is where you can customize the email message before they click the button in the email to claim their gift.

  • 🎁 Reveal Page: Once your recipient clicks the button, “Get my gift,” they will access their gift link and be shown a fun reveal page!

  • 📄 Greeting Page: This is where the bulk of your personalized message should go! Just like how gifts have personal notecards, your Snappy gift should have a personalized greeting as well. Please click here and input your lovely message. Alternatively, you can also upload a video greeting instead!

    To address your recipients' special milestone, please feel free to use the merged tag, @Days. This will pull the number of days post their hire date, only unique to your recipient!

  • ➕ Advanced Page: Click here to view any other sections you would like to edit such as the Thank you headers, add a hyperlink, or edit your gift title!

Step 3) Recipients

There are multiple ways to add your recipients to your campaign: Build a Recipients List or Dynamically Add.

Build a Recipients List:

This option allows you to select a specific set of recipients to be included in your campaign. You will manually need to add your recipients as needed.

  • Manually select: If you would like to manually select recipients to be added to your campaign, select this option.

  • Upload a file: If you have a spreadsheet file of your recipients and would like only those people from the list to be added, please upload a file instead! The required fields are First Name, Last Name, Email or Phone Number, Country, and Hire Date.

    • Country: Please use 2-letter country code (ex. United States is US)

    • Hire Date: Please use the format MM/DD/YYYY. Otherwise, the upload will run into an issue with the entries.

Dynamically Add:

This option pulls your existing recipients from your main Recipients tab (roster). As more recipients are added to your main Recipients tab, they are also synced and added to your New Hire campaign as well.

  • Everyone in the account: If you wish to sync everyone from your main Recipients tab to your campaign, please select “Dynamically added” to pull everyone who has an email or phone number, and hire date listed into the campaign.

  • Create Filters: If you want to create a rule/filter that pulls from your main Recipients tab into your campaign, select this method to add them. You can add a rule to pull recipients from specific countries or departments.

💡 TIP: We recommend selecting "Dynamically Add" to add your recipients to the New Hire campaign so that everyone who is added to your main Recipients tab is considered for a gift! Since the recipients roster is synced, you can add/remove a user as needed. That way, you don't have to manage your list from both the Recipients tab and your campaign separately to save time and effort!

Please Note: If you wish to for the campaign to send a gift to your recipient on their hire date, please add your recipient to the campaign prior to their hire date, not on their hire date. That way, the recipient is already in the system so the campaign can automatically send a gift on their hire date (14:45 UTC). If you miss the 14:45 UTC cut-off, please send a manual gift for the missed gift.

Step 4) Review & Launch

The final step is to review your campaign and launch. Please review the final page and make sure all campaign details are correct.

  • Send yourself a test email and/or preview the gift! The test email will show you what your email recipients will receive, and the gift preview will show you what it looks like starting from the wrapping experience.

  • If you do not have a billing method added, please add one now at this step. Please make sure that your billing method has enough funds to cover your gifts. If not, the campaign won't be able to send a gift to your recipient.

  • To view a month-by-month projection of future sends and costs, select "See more >" under Monthly projections as shown above.

Once everything looks good, please select the “Launch” button to launch your campaign. It will only start sending gifts to eligible recipients from the scheduled start date on their milestone date.

Please Note: The scheduled start date must start from the day you launch it or after. The campaign does not capture previous dates to send retroactive gifts to missed recipients.

Frequently Asked Questions

  1. What time do the gifts get sent? Can I adjust it?
    All gifts from our New Hire campaign will be sent at around 14:45 UTC to eligible recipients. This cannot be adjusted at this time.

  2. Does the campaign send out any retroactive gifts after I launch it?
    No, the campaign is set to only send future gifts on your recipient’s inputted milestone

    If you would like to send retroactive gifts to your recipients, please head to the Campaigns tab → Hover over your campaign → Select "Send More" → Adjust the budget according to your recipient’s milestone → Add your recipient and send the missed gift(s).

    If you need to view a projection of the gifts for the year (for both missed gifts and upcoming gifts), please head to the Projections tab by selecting the 3 dots button → "View Projections."

  3. Will the campaign send to everyone on my list at once when I select the launch button?
    We understand your concern, but no need to worry! The gifts will not be sent immediately. The campaign will only send to your eligible recipient on their milestone. The number of recipients is simply to confirm that those recipients are included in your campaign!

  4. Do I need to make multiple campaigns for each milestone?

    No, all milestones can all be listed under one campaign!

  5. When should I make multiple New Hire campaigns?
    There are a few reasons why you should create multiple campaigns.

    • If your recipients need to be sent a different collection from each other. (Ex. Snappy’s Picks vs. Snappy Digital).

    • If your campaign set-up is for recipients in a different department. (Ex. Marketing vs. Product)

  6. My campaign is already launched. How do I add/remove milestones?

    To edit your campaign milestones, select the 3 dots icon at the top right → select “Pause.” Once it’s inactivated, you can freely edit and adjust your milestones and budget. Once you’re all set, relaunch your campaign to reactivate it!

  7. Can I see which recipients are going to be sent a gift and when? How can I get a projection of the year?
    Yes, absolutely! You can actually view this information for the whole year, as well as by month by heading to the Billing tab → Select the “Projections” section. You can also export a report of the calendar view or table view if you wish.

  8. How long is my campaign active for? Is it only active for the year I created it?

    Once a New Hire campaign is launched, it will be live year after year until it is manually paused by the admin. This way, you won’t have to create a campaign for each year! Simply stick with one campaign, and you are good to go for the following years.

    If you wish to inactivate your campaign for any reason, please head to the Campaigns tab → Select the 3 dots button to the right of your campaign → Pause.

  9. Is there an expiration date for the gifts?

    There are no expiration date for gifts. However, you can manually expire a gift via the Gift Activity tab. Simply select the checkbox next to your recipient’s name → Expire Gifts.

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