Most likely, the main reason your company uses Wishlist is to send rewards! Depending on your program configuration, there are two possible options for sending a Spot reward.
Regardless, the first step is to log in to your Wishlist portal. From the Rewards page, you will see the option to Send New Rewards.
From here you will have the option to Reward Someone or to Send Bulk Rewards. If you are going to be sending Bulk Rewards you will need to down the Bulk Rewards Template.
Fields marked in red are mandatory for the Bulk Rewards option, however, you can also choose to fill out the other columns you want to customize a message, set an alternate delivery date, change who the reward is from, or add internal notes.
To send the bulk rewards you will upload the completed spreadsheet, review the data to make sure it is correct, and then Send.
To send a single individual reward, there are two different possible paths. Your company will either have a dropdown list of set reward amounts/programs or you will have an open dollar field to enter any value within your set budget.
Set Programs
The first step in sending a reward is always to select who you are rewarding. You will not be able to select reward programs if you have not done this step. The individual's email will automatically populate. You can then choose if you'd like to download the reward as a PDF (instead of sending it via email) and optionally you can associate a company value with the reward.
Net you will need to choose which reward to send. If your company has Set Programs, you will have a set list of reward amounts to choose from.
You can customize a Reward Message or you can check the box to insert the template message pre-associated with the particular reward. You can also add a GIF, change who the reward comes from (for example "Team Wishlist!" instead of yourself), or add an internal note for budgeting or other purposes.
Finally, you can choose if you'd like to send your reward right away or schedule it for a future date. Then when you're ready click Send Reward!
Open Dollar Amount
The first step in sending a reward is always to select who you are rewarding. You will not be able to select reward programs if you have not done this step. The individual's email will automatically populate. You can then choose if you'd like to download the reward as a PDF (instead of sending it via email) and optionally you can associate a company value with the reward.
With the Open Dollar program configuration you will get to type any dollar amount within your set budget into the text field that populates.
You will also be able to be more specific in your rewarding. You can choose to send your recipient the dollar amount to use on any item they wish, or you can send a specific segment of your marketplace (for example: just Swag for an onboarding gift) or you can even choose to send a specific reward or set of rewards (for example: a t-shirt, tumbler, or mug to choose from).
You can customize a Reward Message or you can check the box to insert the template message pre-associated with the particular reward. You can also add a GIF, change who the reward comes from (for example "Team Wishlist!" instead of yourself), or add an internal note for budgeting or other purposes.
Finally, you can choose if you'd like to send your reward right away or schedule it for a future date. Then when you're ready click Send Reward!
Happy Rewarding!