Activate a rule / automation

To activate a rule

Note: The start date and date of birth must have been previously entered on the 'People & Budget' Tab when new people were added. If you didn’t, click here to see how to edit/add this information to existing profiles.

1. Click on 'Edit' located at the top of the page.
2. Add the number of credits you wish to reward according to each rule.
3. Slide the toggle to switch the rule to 'Active'
4. Once you have made the necessary changes, click on 'Save' to ensure that your changes are saved and the rule is successfully activated.

For Snappy customers-

1. Click on 'Create Automation' located at the top of the page.
2. Add the number of points you wish to reward according to each rule.
3. Slide the toggle to switch the rule to 'Active'
4. Once you have made the necessary changes, click on 'Save Automation' to ensure that your changes are saved and the rule is successfully activated.