How Do Email Notifications Work When Releasing Credits / Rewards?

How Do Email Notifications Work When Releasing Credits / Rewards?

When you release credits or rewards, you have the option to notify payees via email. Only payees with a non-zero estimated OR actual calculated reward (for the released calculation) will receive an email. Payees which have no payouts will not be notified.

You have the option to skip notification emails for payees which a/ have been deactivated OR b/ do not have dashboard access.

The following slugs are available for the subject and body of notification emails:
  • [PlanName] - the name of the plan for the released calculation
  • [CalculationName] - the name of the released calculation
  • [FirstName] - the payee's first name
  • [LastName] - the payee's last name
  • [EmailAddress] - the payee's email address
  • [ActualPayout] - the payee's total actual payout
  • [EstimatedPayout] - the payee's total estimated payout


    • Related Articles

    • How Can I Change My Account's Email Address?

      We currently do not support changing email addresses for the following reasons: To prevent possible abuse related to changing one's email address To prevent employees leaving their company from taking this company's data with them To work around this ...
    • How Does The Payroll Gateway Work?

      You can always retrieve commission-related data using the OData API (programmatically - or using BI tools such as Excel, Tableau, Microsoft Power BI). This lets you retrieve transactions, rewards, users, teams, plans, calculations, etc. However, ...
    • How Do Advanced SQL Statements Work?

      What Are Advanced SQL Statements? Our technical team may configure advanced SQL statements which operate directly against the database. This is done a/ for performance reasons, b/ to perform complex queries spanning multiple entities, or c/ to ...
    • What Is The Difference Between Flat And Per-Transaction Rewards?

      In Sales Cookie, there are two main types of rewards: Per-transaction rewards Those rewards are attached to specific transactions. Example: payee "John Doe" received a commission worth $1.23 on deal "Globex Corporation". Global (flat amount) rewards ...
    • How Can I Configure My Email Preferences?

      Here are the steps to specify your personal information: Login to your workspace On the left pane, click on "Account > My Profile" Click on the "Communications" tab (if needed) Specify your preferences Click on "Save" Your profile will be updated ...