We had a great demo yesterday. Andrea Avtjoglou was on the line with us and agreed this would be a great addition to the home page. Add an alert or task list that shows employees what is outstanding. Examples: 1. You have matching funds that remain; 2. You have match eligible donations you could redeem; 3. You have an incentive or vol grant to redeem; 4. You are 5 hours away from receiving a vol grant / incentive; 5. You have a donation that is stranded, redirect it.... Basically like in Workday where it gives you alerts that you should perform certain actions. It would probably work best if the alerts could be timed so they aren't always there annoying employees so something like - we're getting to the end of this match program, do you want to redeem more dollars. They also mentioned if email triggers could also be set up to remind employees to perform outstanding actions, this would help pull them back into the platform to complete actions or make use of the funds available to them.
Client Name | Prospect request |
Employee Name | Shae Tetterton |