This article is for Super Admins, Admins, and Team Leads.
Creating an incentive campaign with Qarrot is easy to do. But first, we recommend that you have the following ready:
1. Your campaign title
2. The cover image file (max of 5 MB) you want to include with your campaign (optional)
3. Your campaign description
4. The terms and conditions related to the incentive (optional)
5. You can attach a document (max of 5 MB) to your campaign's details (optional)
6. Your start and end dates (the start date must be greater than the campaign creation date)
7. A decision about who will participate and how. In other words, do you want employees to participate individually or in teams? As individuals, you're rewarding employees for their individual performance. As a team, you're rewarding employees based on the total performance of the team (the team format is only available once at least one team is created).
8. A decision about whether the rewards should be paid out automatically or manually (by you). If you select 'Automatic', then the campaign will let participating employees enter their results data. If an employee's results meet the award rules you set up, then the corresponding badges and points will be given to them.
If you select 'Manual', then you will have to create the award(s) and decide who deserves to be given the award(s) during, or at the end of, the campaign. You can give employees awards any time (with the manual option) by closing the campaign and selecting winners.
9. If you chose the 'Automatic' payout format, then you need to decide what awards (points and/or badges) will be given to participating employees for accomplishing the campaign goals, KPIs, or targets. Awards can be given in three ways (in Automatic payout format):
- Ongoing earn. Employees can earn awards throughout the campaign. For example: each 1 new sale earns 25 points.
- Threshold bonus. Employees can earn awards when a specific threshold is achieved within the campaign timeframe. For example: 50 new sales earns a 1,000 point bonus.
- Winner takes all. Like a contest, this format rewards one top performer at the end of the campaign. For example: the employee with the most sales earns the 'Top Sales Person' badge and 500 points.
More information on How to Create Award Rules for Automatic Campaigns
10. Decide how the results will be entered into the campaign:
- By participating employees: Participants enter their own results throughout the campaign
- By you, the campaign owner: Upload your participants' results using an Excel template
Finally, if you chose the results to be entered by participating employees, you need to decide what the approval requirements are. If you check the box 'Approve all results entered', you will have the responsibility of approving or denying the results entered by the participants. Check out How to Approve Participants' Results for more details.
If you check 'Add custom result entry fields', you can create one or more custom fields that your campaign's participants will be required to complete when entering their results. These fields can be the alphanumeric type or an attachment. You can create the input label and add further instructions on how these fields should be completed by participants. The use cases for the custom fields can be for a contract number, an acknowledgment form, a signature, a photo proof, etc.
With the above information ready when you create a campaign, you'll find that it only takes a few minutes to set it up and get it launched!