Overview
Have you ever wanted to say thanks to someone outside of Motivosity? Well we have you covered. Maybe you are a Marketing Team who is running a campaign and you want to give some Motivosity Dollars to those who help out, or maybe you really want to thank someone outside of your organization for helping you with that big project. This is where External Giving comes in to play!
How to Use External Giving
Please Note: If you haven't already, go ahead and click here to set that up now
To give an External Appreciation, go ahead and do the following:
- First, go ahead and select the "Who Do You Appreciate?" section.
- Next, you'll want to type the external email of where you want the appreciation to go. You'll also add in the name of the individual you are sending the appreciation to, add a note, and then select the amount you would like to send.
- Once you are done, go ahead and select "Submit" and an email will be sent to the individual to go and spend!
Tips and Tricks: You also have the option to preview the email to see what will show when sent to the recipient. Go ahead and select the "Preview" button to see what the email will look like.
Reporting
If you head to 'Insights' - 'Money' - 'External Giving' this report will show you all external giving that has been sent and the transaction history. You can also check that the email entered is correct as that sometimes is why the recipient does not receive the email.
The status has three different options: Waiting Approval, Approved, Redeemed, and Expired. Waiting Approval is when the appreciation needs to be approved by the selected approver to be sent to the recipient. When approved the status will change. When the approved status is changed to redeemed, you will know the customer used it. The email will be re-sent to the recipient automatically every week for 3 weeks and then will expire if they never used it, so unfortunately you cannot manually re-send or edit the current one.
If the recipient hasn't received their email, have them search their email inbox including spam for noreply@motivosity.com as that's how the external giving is sent.
If they have still not received the email in the 3-4 week span, and the status will change to expired in the report, and you can then recreate and resend another external giving for them to use.