There are a few steps involved in setting up Rewards.
Step 1. Add in your reward groups. To get this started, click the Add a group button at the top right of the Rewards page.
Name your group (ex. Technicians or CSRs) and click Add Group.
Once this group has been added, you can head to the Groups tab. From here, select your group, and you can select the relevant events (ex. 5 star review or negative soundingboard rating) and assign them a point value to that group. Make sure to click the + sign or hit enter to save the new point values.
Step 2. Add in your rewards. You can do this by clicking the Add a reward button, choosing what you would like to offer as a reward, and the amount of points needed to earn this reward.
You can offer a multitude of rewards to your employees: payroll bonuses, paid time off, pick your own partner day, even a vacation as a higher tier reward.
Step 3. Add users to groups. Head over to the Users tab, and here you will see a list of all of your Chatavise users.
You can click the Group dropdown, select the group that user belongs to, and Chatavise will take it from here.
Now, anytime an event selected occurs, the user will earn or lose points for it, depending on how you customize it! Points will collect as business goes on like normal, and eventually your users will have points they can cash in for rewards!
Here's a video walkthrough of how to set up Rewards (Disclaimer: this video includes outdated language when Rewards used to be called Cosmos. We hope to update this video soon so that it's a little easier to follow along):