Edit an Earn Points Campaign

This article is designed to help you understand how to review the status and make necessary changes to an Earn Points Campaign.

You can modify an already created Earn Points Campaign at any time. To start, log in to the platform, and follow the steps below.

Once you log in, select Admin Center in the top right corner.

You can proceed by selecting Campaigns on the left side and navigate to Manage Earn Points Campaigns. Find the campaign you want to edit, click on the three dots next to the Actions button and select Edit from the drop-down menu. 

Image: JobPts application - Manage Earn Points Campaigns

*Note: Your company list of earn points campaigns will be different from the one presented.

For earn points campaigns, you can make changes to the following campaign details:

• Campaign Image
• Campaign Start & End date
• Number of submissions
• Campaign participants & approvers
• Points per user & budget amount
• Campaign Section

An option to delete earn points campaigns is available that allows you to delete any campaign that have not been used in the application.

You can delete any of the campaigns by finding the program, click on the three dots next to the Actions button and select Delete.

Image: JobPts application - Delete Earn Points Campaign

*Note:  If a campaign has been already used, the Delete button will not be shown, meaning that if a transaction has been made, the program cannot be deleted. 

Translate option allows admins to translate the campaign into multiple languages.

You can translate any of the earn points campaign to another language by finding the campaign, click on the three dots next to the Actions button and select Translate from the drop-down menu.

Image: JobPts application - Translate Earn Points Campaign

If you've uploaded campaign participants or approvers from Excel, you can easily make adjustments by clicking the three dots next to the Actions button and selecting "Manage Excel Users" from the dropdown menu.

Image: JobPts application – Manage Excel Users in Earn Points Campaign

Image: JobPts application – Manage Excel Users in Earn Points Campaign

On this screen, you have several options:

• Campaign Role: Choose from the dropdown menu to designate a role as either a participant or an approver.
• Search Users: Use this feature to find a specific employee quickly.
• Upload Excel: Upload an Excel file to assign employees to the selected campaign role by entering their User IDs.

*Note: First you must select a campaign role from the dropdown menu to upload the Excel file.

• Export: Export an Excel file containing essential information, including the campaign title, full name, campaign role and User IDs.
• Delete: to delete a user from the campaign.

*Note: Users who have participated in a campaign cannot be removed. This also applies to approvers who have received an email about an "Earn Points" campaign waiting their approval.

If this article left your questions unanswered, please submit a Support Form, and we can clarify this topic.