PerkUp

A step-by-step walkthrough of the new-reward wizard, from choosing an occasion and reward type through recipients, budget, and sending or scheduling.

How to send a reward or gift to your team

Explains how to upload a CSV to send a reward to many people at once, and clarifies that unmatched email addresses are automatically added as new directory people.

Sending rewards in bulk with a CSV

Explains how to use Schedule for later to send a reward at a chosen date and time, and how to check on or cancel a scheduled recipient.

Scheduling rewards for a future date

Walks admins through the recipient's claim email, Slack DM, claim flow, automatic daily reminders, and where to check per-recipient engagement.

What your recipients see (email, claiming, reminders)

Covers the three levers for managing a sent reward: manually resending reminders, expiring a program immediately, and removing a recipient to revoke an unclaimed reward.

Resending, expiring, or cancelling a sent reward

Admins: change a reward's end date, revive an expired budget, or revoke an unclaimed reward.

Extending, reactivating, or taking back a reward you sent

Limit a reward to specific merchant categories, and understand what recipients see.

Restricting what a reward can be spent on (categories)

How to Track Someone Else's Order

Learn how to send team lunch rewards to let employees choose their own meals!

How to set up a team lunch

Thomas Mirmotahari

Cameron Soregaroli

The reward wizard, bulk CSV sends, scheduling, and managing sent rewards.

Sending rewards

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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