Follow the steps below to create a new hire automation using our new segmentation and automation tools:
First, create and save a segment of employees you want to include in the onboarding automation. Follow the steps in [this] article to create a data segment. (link before publishing)
Once your segment is saved, click the 'AutoGift' button (note: this is only available for HR integrations, not CRM)
Select 'New Hire' from the automation options
Choose your gift selection and messaging by following the flow presented
Important notes:
New hire gifts will automatically be sent one week before the employee's start date. If a personal email is provided, the default email used for the automated gift invite will be the recipient's personal email as this better aligns with the individual's access to their company email address.
The automation will automatically gift new individuals who enter your segment
Recipients receive an onboarding gift only once, when they join
Only Admin users can create automations
During campaign setup, the "Shipping from X warehouse" filter ensures that you are using inventory from the correct warehouse. You will want to be sure that this filter is set to align with the original location filtering that occurred at the point of segment setup. Making sure these two filters match is critical to ensuring that the recipient list aligns to the warehouse and thus, ensures that redemption errors will not occur due to location restrictions