We know this is a dull one (which is why we've put it first). It's super important that your IT team whitelist our IP address before launch so your firewalls and spam filters don't block our welcome emails from being sent to your team.

Heres how to do it:

As an Outlook user you can add our domain(s) to your safe senders list. Or as a network administrator at your company, you can whitelist our marketing IP address(es) to ensure emails are delivered.

Here's a handy message you can forward to your IT team:

To constantly reinforce you, as a great employer, we'll use your logo and colour within email communications to your team and within the Perkbox product on the web, mobile and mobile app.

To add your logo and colour scheme navigate to:

When you invite your team to Perkbox, they'll receive a welcome email. Customise the content of the welcome email to make it more aligned with your ethos. To edit your welcome email:

If you're using our Recognition product you can add your corporate values to Perkbox; allowing your team to align recognitions and polls to the values you want your team to be embodying.

Follow steps one to three from the above section about changing your logo to navigate to the CUSTOMISE page.

Perhaps you already offer your team benefits like subsidised gym membership, novated car leasing or private medical insurance. If so, you can add them to Perkbox and keep everything under one roof.

How to add company benefits:

On the next pop up, you'll be asked to provide important info or steps on how to redeem the benefit. You can add as many steps as you like.

Click SAVE to finish.
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​🔥 Tip: You can review and archive company benefits by selecting VIEW ALL.

If you're using Recognition or Insights, you'll want to use Teams. Within Insights, you'll be able to view engagement scores and comments by team to help you identify areas that need your attention. In Recognition, teams can be used for team-specific polls and for team-by-team leaderboards.

🔥 Tip: an individual employee can be in many teams. We recommend utilising team to separate your employees by logical groups like: country / region / job function / seniority level. If you're not sure which teams to create feel free to reach out to your Customer Success Manager.

Sometimes you may want some people (like a manager) to have a higher level of access to Recognition than others. For times like that, navigate to your admin page, as we did at the beginning of this article.

This time, click SETTINGS.

Select RECOGNITION PERMISSIONS.

Each section has a drop down form. This is where you can select settings for each section.

When you have completed your selections, a pop up will appear.

Select UPDATE PERMISSIONS to confirm any changes you've made.

You're all set up - now it's time to put your marketing hat on. Perkbox is best launched into an excited team who knows what Perkbox is, and why they've got access to it.
We'll give you everything you need to build the buzz in your team.

To help you spread the joy we have a bank of teaser emails and posters that you can share in your newsletter, Facebook, Whatsapp, internal email, etc. 

Find some inspo for teaser emails you can send around to start to build a buzz.

...And here you can find our Marketing Toolkit; full of posters and flyers to support you in launching Perkbox. 

🔥 Tip: Over the years, after launching 7,000+ customers we've learnt some nifty tips and tricks that help support a great Perkbox launch - see our tips & tricks.

Now that your platform is up and running and your team is primed, it's time to invite the team.

You have 3 different options to invite your employees to the platform:

Recommended if you know their email addresses. We suggest getting an export from your HR or Payroll system.

⚠️ Warning: as soon as you upload your employees they'll receive their welcome emails.

Recommended only if you don't know your employees' email addresses

Only available to enterprise customers. Please reach out to your Customer Success Manager if this option is of interest.

Follow our step by step guide to create a Recognition poll.

A poll is a really simple but powerful way of identifying top talent and performers. A poll is an open ended question which employees vote on to pick a winner. 

When the poll closes the person with the most votes is the winner and is published in the activity feed.
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Follow our step by step guide to create an Engagement Survey.

Use our simple pulse survey approach to collect continuous, confidential employee feedback... effortlessly.

If you still need help, our Customer Success team are always on hand to help. 

Get in touch at help@perkbox.com.au

We hope you have a successful launch and that your team are excited to join our family.