Campaigns are used to distribute rewards to recipients. Workbloom supports both one-time (quick) and automated reward campaigns, allowing organisations to recognise employees for achievements, milestones, and special occasions.
When creating a campaign, users progress through a guided setup process that includes campaign configuration, recipient selection, reward selection, and review before activation.
The campaign creation process may include:
The available configuration options may vary depending on the selected campaign type.
Quick Campaigns are designed for immediate reward distribution with minimal setup. They are typically used when rewards need to be sent to selected recipients without requiring recurring schedules or automated triggers.
Quick Campaigns support both individual and bulk reward distribution.
Quick Campaigns are suitable for:
Rewards will be delivered according to the campaign configuration after funds are successfully received.
Automated Campaigns allow organisations to automatically distribute rewards based on predefined events and schedules. These campaigns help streamline employee recognition programmes by reducing manual administration.
Automated Campaigns can be configured for recurring events such as birthdays, work anniversaries, and other milestones.
Automated Campaigns are suitable for:
Once funds are received successfully, eligible recipients will receive rewards based on the configured campaign rules.
Campaign Information defines the basic details of a campaign and helps identify its purpose within the Workbloom platform. It is configured during the campaign creation process and is used to distinguish campaigns from one another.
Campaign information may include:
The available fields may vary depending on the selected campaign type.
The Data Source determines where recipient information is obtained for a campaign. Workbloom supports both manually uploaded recipient data and integrated HR data sources.
Available data sources may include:
The available options depend on your organisation's configuration.
Event Types determine when rewards should be issued within an Automated Campaign. Event-driven campaigns allow organisations to automate reward delivery based on employee milestones and predefined triggers.
Event types may include:
Available event types depend on platform configuration.
Campaign Cadence determines the reward distribution date for automated campaigns, but it does not control how often the campaign runs.
On Milestone / Birthday Date - Send rewards on the exact milestone of their hire date or the exact birthday of the employee.
Week Before Milestone / Birthday - Send rewards one week before their milestone or one week before their birthday.
During Milestone / Birthday Month - Send rewards during the milestone month or the birthday month on a chosen day.
Cadence options may vary depending on the selected campaign type and event trigger.
Rewards determine how recipients receive recognition through a campaign. During campaign setup, administrators can configure the reward delivery method and select the appropriate reward option. Depending on account configuration and campaign settings, rewards may be delivered as vouchers, prepaid cards, or email notifications.
The available delivery methods may include:
Available options may vary depending on account status, country, and reward availability.
Digital vouchers allow recipients to redeem rewards through participating voucher providers and merchants. Voucher availability may vary depending on country, currency, and campaign configuration.
Recipients will receive instructions for voucher redemption according to the selected delivery method.
Digital prepaid cards provide recipients with a prepaid card balance that can be used according to the card programme rules. Availability of prepaid cards may depend on account verification requirements and supported countries.
Additional recipient verification requirements may apply depending on card provider regulations.
Reward values determine the amount associated with a voucher or prepaid card reward. The available reward range depends on the selected reward product and country configuration.
Some reward products display minimum and maximum values, along with supported increments.
The Campaign Summary page provides a final overview of the campaign configuration before activation. Administrators should review all settings carefully to ensure the campaign has been configured correctly.
The Summary page may display:
Campaign statuses help administrators track the current state of a campaign throughout its lifecycle. The status indicates whether a campaign is being configured, scheduled, active, completed, or requires attention. Understanding campaign statuses helps users monitor campaign progress and identify any issues that may require action.
Campaigns may move through the following stages:
The campaign is currently processing or delivering rewards.
At this stage:
The campaign has finished processing all eligible recipients.
At this stage:
The campaign encountered an issue that prevented successful completion.
At this stage:
Administrators may update campaign settings before a campaign has been completed. The ability to edit a campaign depends on its current status and configuration.
Editable settings may include:
Some active or completed campaigns may not allow editing.
Campaigns can be cancelled when reward distribution is no longer required or when configuration changes make the campaign obsolete. Cancellation availability depends on campaign status.
Cancelled (Deleted) campaigns will no longer process future reward distributions and cannot be restored.
A campaign may fail when one or more issues prevent successful reward distribution or campaign execution. Failure reasons may include recipient data issues, reward configuration problems, payment limitations, or delivery errors.
