• App user’s birthday automation

  This functionality allows you to send a notification and, optionally, award points on their birthday. You can fully customise the notification and the number of points awarded. ❗Please note: This automation will only work if a date of birth has been added to the app user's account alongside the automation being activated. Step 1: To find out how many users need their date of birth added. Head to the automations section, hover over the red information icon to the right of the automationFew readers

• Change the recipient of the missing details email

  If you have either the birthday or service anniversary automations enabled, an email is sent each week to the automation owner detailing users who are missing their DOB or start date. Looking to update the recipients of these emails? Simply follow the steps below: Step 1: Click on automations on the left: [](https://downloads.intercomcdn.com/i/o/myurolee/2036066430/6Few readers

• App user’s service anniversary

  Want to celebrate your team's service anniversary? This functionality allows you to automatically send a notification, with the option to award points on their service anniversary. ❗Please note: This automation will only work if a service anniversary date has been added to the app user's account alongside the automation being activated. Step 1: To find out how many users need their service anniversary added. Head to the automations section, hover over the red information icon to the riFew readers

• Automatically inviting app users

  You now have the option to turn on automatic invitations when adding app users. This feature. Step-by-step guide: Step 1: Head to automations on the left: [](https://downloads.intercomcdn.com/i/o/myurolee/2156133159/e976bcaee080d32ec2a3f6caaa95/image.png?expires=1790070300&signature=b367de9fe2f02c648b9623134637123594175cf7e9c7ccc01c64fe55c1868df2&req=diEiEMh9noBaFew readers

• Converting a candidate to an app user

  You now have the option to activate the automatic conversion of a candidate into an app user! When the 5th tile is marked green (a successful outcome), the candidate can be automatically converted into an app user and sent the invite sequence to download and log in to the app 🤩. This feature is designed to save your team time and ensure new starters get access to the app from day one 💪 ❗Please note: Only users with manage account permissions can activate this automation. Please speak to yFew readers

• How to set up an automated welcome bonus

  A welcome bonus is a great way to incentivise staff to register for the app. This guide will show you how to set up your automated welcome bonus in 4 simple steps. 💡Top Tip! To set up and edit the welcome bonus feature, you will need to have 'manage account settings' permission on your account. Your Care Friends lead will be able to check your account permissions and make any changes required. Automated welcome points - a step-by-step guide: Step 1: Click on 'Automations' in tFew readers

• How to update the invite sequence sender

  Looking to update the sender of your invites? Just follow the steps below! ❗Please note: Only admin users with 'Manage account settings' permissions are able to update the owner of this automation. Step 1: Click on automations on the left: [](https://downloads.intercomcdn.com/i/o/myurolee/2131249585/9206176c746fc748882e99c1e3ff/image.png?expires=1790070300&signatFew readers

• How to upload missing dates for automations

  Want to set up automated bonus points for staff birthdays or work anniversaries, but missing data? No stress! There are two ways to update this. Select the relevant option below: Adding data to multiple users' accounts Adding to data to single user ❗Please note: For the automation to work correctly, the relevant data needs to be included in your app user's records. Please update this and include any new user's start date and/or DOB. Adding data to multiple users' accounts foFew readers

• Setting up an automated notification and points for sharing the app with a colleague

  Sending a notification and awarding points (optional) when your staff share the app with their colleagues is an easy way to boost app engagement and grow your pool of potential candidates. The notification and points are awarded to the referrer when the new app user logs in to the app for the first time. It’s super easy to set this up, and this guide will show you how. Want to know more about app sharing? Click [HERE](https://support.carefriends.co.uk/en/articles/6281957-peer-to-peer-app-Few readers

• Sharing the app with a teammate - a guide for admin users

  Boost your app registrations by encouraging your existing app users to become brilliant app ambassadors! 🏆 [](https://downloads.intercomcdn.com/i/o/732840042/68e6c8f25f5f42802af96f14/image.png?expires=1790070300&signature=67e0ac930026097ba25874b5ad9595f2199d37a26da5ef9631273a06083cd7d7&req=cyMlHs1%2BnYVdFb4f3HP0gJULZ5Ia6b06OX0TBOPQpI1bpf7XorN8f26uQras%0AgjjGrfvomXwLFVzixw%3Few readers