Reward automation
Save time by allowing Mo to automatically send rewards based on certain occasions in Mo.
Creating an automation
As a Reward Admin go to the admin directory for rewards (link) and choose the option called “reward automation”. Once you’ve set some automations up, you’ll be able to manage them from this page. When you’re ready use the “set up an automation” button near the bottom of the screen.
You’ll be taken to a new page with a form to be filled out, we’ll break this down in to three main parts for you.
1. Automation settings
These options are about choosing what occasion you’ll be using to automate the rewards on, who will receive it and some admin details to help you manage this automation in the future.
What’s the occasiom?
Choose between Birthdays or Work anniversaries
Who should receive it?
Either everyone or customise this option to be a specific group of people. You can do this by using the data you’ve uploaded in to Mo. Read this guide for a more detailed overview.
Reward detail
Give your automaton a name and a short description to help you manage it for when or if you have more than one automation added in your account
2. Reward information
This second part of the form is where you’ll choose the budget, spending pot and reward to issue from. Make sure you have these set up before continuing as you’ll be asked to pick from the options available in your account. Follow our guide for more information.
It’s advisable to have a unique budget, spending pot and reward types set up for automating rewards like these.
Make sure you also have the correct sender added to your chosen pot.
3. Post information
All of the rewards issued will be sent to a user like any other Moment. This means you’ll be able to add gifs, images, videos, choose which values it aligns to, customise the message and choose who it is sent from!
Make sure your chosen sender is added to the spending pot you chose in the step before.
All messages will be sent publicly to the Mo feed and will be grouped with any other messages that the person receives on their special day.
In cases where someone has chosen to hide this information on their profile, we’ll still send the reward but this will done via a private Moment so only the recipient and sender will see this.
Final checks
Once you’re happy, create your automation using the button at the bottom of the form. You’ll be taken back to the automation directory where you’ll see the latest one you’ve created at the top.
It’s turned on automatically and will run on the next calendar day. If you’re not ready though, simply toggle the automation off using the toggle on the left.
You can also carry out other actions from here:
Duplicate existing automations to help you set up new ones quickly
Delete old automations no longer needed
Edit existing ones to update any of the options
Access a log of all attempted automations, follow our guide here to find out more about this log