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 do not support email addresses changes via self-service for the following reasons: To prevent possible abuse related to changing one's email address To prevent employees leaving their organization from taking confidential data with them To work ...

    • Error: Email Not Verified

      Applicability This error applies to the following situation: You are logging in via QuickBooks You have NOT verified your email with QuickBooks Impact This error prevents you from signing up to Sales Cookie. Explanations When logging in via ...

    • 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, ...

    • What Happens When I Change User Email Addresses?

      This KB only applies to authorized Sales Cookie operators. To change user email addresses, follow these steps: Go to Debug > Change Email Complete the form Current Email = old email address of a user (MUST exist) New Email = new email address to ...

    • 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 ...