How to leverage automations in PerkUp
Last updated August 2, 2025
Automations in PerkUp help you send rewards and swag at the right time, without manual effort. You can automate gifts for birthdays, work anniversaries, and new hires to make sure no important moment is missed.
1. Choose Your Automation Type
You can create automations for the following events:
- New Hire Swag
- Work Anniversaries
- Birthdays
Each automation can be triggered before, on, or after a specific date, depending on your preference.
2. Sync Data from Your People Directory
To use automations, make sure your People Directory includes accurate start dates and birthdays. This can be added manually, via CSV, or through your HRIS integration.
3. Set the Reward Type
You can choose what to send:
- Digital gift cards
- Physical gifts
- Swag
- Monetary rewards (e.g., Perk Card or balance credit)
Customize the reward based on the event and recipient type.
4. Customize the Message
Add a personal touch by writing a custom message that will be sent along with the gift. You can also add the sender name, team, or company info to make it feel more human.
5. Notify Managers (Optional)
You can choose to notify a recipient’s manager ahead of their milestone to let them know a gift is being sent or to allow them to add a custom note.
6. Track Sent Automations
View and download reports of all gifts sent via automation, including recipient name, gift type, delivery status, and engagement metrics.
Tips
- Use HRIS integration to keep start dates and birthdays synced
- Set up automations at least one week before important dates
- Test each automation with a small group before rolling it out company-wide
Automations are a simple way to make recognition consistent and scalable—so your team never misses a moment that matters.