Setting up new user credits

New user credits encourage employee engagement and charitable giving by crediting new users with rewards to donate to eligible nonprofits. Rewards are automatically added to eligible users' giving accounts and are labeled ‘new user credits’. 

There are two main ways to use this feature in your program: 

• Incentivize first-time users
  • Boost employee engagement by encouraging anyone who has not logged in to the platform before to join your program. 
• Incentivize new hires
  • Introduce new hires to your program. Set the hire date (or a similar field defined in your user data) as one of the eligibility criteria to limit the reward to new hires only. 

You can set an expiration date for these rewards to limit your incentive. Regardless of the setup, eligible users are notified of their credits with a banner on their dashboard after accepting the ToU and logging in to their account. They’ll see the rewards in their giving account and can donate them before they expire. 

To view your configuration for new user credits, go to Manage and navigate to Company Giving > New User Credits. 

Permissions

Users with the budget manager role can view and edit existing New User Credits setup.

Setup options for new user credits

You must decide on the following settings when starting new user credits. 

Frequency 

The frequency that an eligible user is credited rewards: 

• Add once to first-time users: allocates rewards when an eligible user logs in for the first time.
• Add once to first-time users and each time they're reactivated: allocates rewards when a new or reactivated eligible user logs in for the first time. A reactivated user is someone who was removed from user data (your user data file or worker data) and then re-added. This may be due to someone leaving the company and returning. 

Expiration 

• Number of days: The number of days until expiry. We recommend 60-90 days to give users time to log in or use rewards. 
• From: Rewards can expire a number of days from the user’s next login or based on a user profile date field, typically the hire date. 
  • Next login expires rewards based on the date the user next logs in to the platform, giving them the full number of days to use their rewards before they expire. 
  • Profile field allows you to select a date field from your user data to base expiry on. It must be a date field (example: Hire Date) with “date’ in the field name and be provided in YYYY-MM-DD format. If users don’t log in right away, they’ll have less time to explore the platform before their rewards expire. 

Regardless of the expiration option chosen (Next login or Profile field), users won’t see any rewards in their account if they login after the expiration days.

Example: If you set the expiration to 90 days from hire date, a user logging in on the 91st day of employment will not see their rewards as they have expired.

Currencies

Provide the amount allocated to eligible users by currency. If you have more than one country experience enabled that uses the same currency, all users across those countries are eligible for the amount entered. You can further filter who is eligible for these rewards by adding country-based eligibility rules and other rules in the Eligibility Rules section.

Example: If you enable new user credits and specify amounts for EUR and USD, employees who donate in the Euro receive the same credit, regardless of which European country they live in. Likewise, Mexican users who donate in USD on the platform are credited the same amount as US employees. 

Eligibility Rules (Optional)

Eligibility rules are defined based on user data in the user data file or your worker data. Users who meet all criteria and have their currency enabled are credited with rewards when they log in for the first time. 

If you require new eligibility criteria, you may need to prepare for changes to your user data, like updating your user data file. Consider the time taken to make these changes when preparing to launch.

Eligible users include those who become eligible after a change to their profile or the new user credit configuration. Users are only eligible if they have not already received credits (unless Add once to first-time users and each time they're reactivated is selected, in which case these users will be rewarded again).

Reporting on usage

You can report on the usage of new user credits by running the Seeding Rewards Redemption stock report. The identifier for these rewards is new-hire-allocation. 

Notifications

Admins are not notified of changes made to NUC configuration. Any changes are logged in the history.

You can notify users of NUCs through the welcome email by adding details of the program. Users are not automatically notified through the platform when a reward is credited. Users are notified via email 10 days and 1 day before expiry to encourage them to donate.

Funding new user credits

New user credits are typically funded by a parent All budget restricted by a corporate limit. When credits are received or donated, they don’t affect a user’s matching or volunteer reward budget.

If you don’t have a standard budget setup, contact the support to learn more. If you do not track spending with budgets, new user credits are added to your Donation Report when they’ve been donated by the user.