How Can I Show Users Information About An Upcoming Period?

How Can I Show Users Information About An Upcoming Period?


Consider the following scenario:
  • You have created a monthly plan and are currently in January
  • You have started a calculation for January and released credits (or rewards)
    • Users can see the January period on their personal incentive dashboard
  • You want to show your users information about upcoming February
    • Ex: you want participants to know their goals for February goals ahead of time

The following options are available, starting with the easiest one:
  • The easiest option is to create an announcement which will appear on their personal incentive dashboard informing them about February goals
    • This announcement can be made conditional to users based on tags defined on them
  • Another option is to run a calculation for February for your plan
    • Make sure to release credits so that the February period is visible to users on their personal incentive dashboard
    • If you do not have a transaction for February, import a dummy one (ex: with a revenue of zero) so that the calculation doesn't fail (you cannot release credits for failed transactions)
    • You could update terms and conditions to match February, in which case users will see the correct terms when they select this period (the system takes a snapshot of terms and conditions for each calculation)
      • Remember to revert terms and conditions to January's on your plan before running another January calculation
  • Finally, you could create a duplicate plan for February and run a calculation
    • Make sure to release credits so that the February period is visible to users on their personal incentive dashboard
    • If you do not have a transaction for February, import a dummy one (ex: with a revenue of zero) so that the calculation doesn't fail (you cannot release credits for failed transactions)

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