Edit the points upload email
Go to Rewards Hub → Emails, open a template, edit it and select Save email. Your own templates are used only for uploads with the Points CSV with custom email type.
Rewards Hub → Emails holds the email employees get when points are uploaded to them in bulk. You can keep several named templates and pick one for each upload.
If the page says you don’t have access, you need to be a super admin or have the permission to manage roles.
Edit or create a template
- Go to Rewards Hub → Emails. If your company has more than one wallet, choose the wallet at the top. Each wallet has its own templates.
- Open a template. Default templates come from Vantage Circle. Custom ones are your company’s.
- Edit the email body, and the Subject line on the right. If you see Add employee details, select a detail to put it in the email. Under Edit/Delete Image, select Upload to add an image.
- Select Preview to check it, or Send test email to get a copy.
- Select Save email. In Save email template:
- For a default template, your changes are saved as a new template. Enter a Template name and select Save template. The default doesn’t change.
- For one of your templates, choose Update existing template or Save as new, then save.
Use the template
Your own templates are only sent with uploads that use the Points CSV with custom email type. In Rewards Hub → Reward points → Award points:
- Choose Points CSV with custom email as the Upload type.
- Turn on Email each employee.
- Pick your template under Email template.
Other upload types send the standard email. See Give points to many employees with a CSV file.
Delete a template
Open the template’s menu and select Delete. Uploads that used it will use the default email afterwards.
You can’t delete a template while a batch that uses it is waiting for approval. The message lists the batch IDs: “This email template is currently used in CSV points transaction(s)”. Approve or reject those batches first.
If something goes wrong
- “We could not send the test. Your email is unchanged.”: try Send test email again later. Your edits are still on screen.
- “Template name is required”: enter a name before you select Save template.