🙎♂️ How do my beneficiaries make and track their requests for personalised offers?
As a CSE administrator, here are the answers to the most common questions your beneficiaries may have about requests for personalised offers.
How do my beneficiaries pay for an approved request on a personalised offer?
Payment for a personalised offer depends on how your CSE operates. Payments are made directly internally, to the CSE: depending on your organisation, your beneficiaries pay you by bank transfer or cheque.
If you want to offer payment by bank card, this is managed via Swile's card payment module, dedicated to personalised offers.
Can my beneficiaries make several requests within the same personalised offer?
Yes. When a personalised offer includes several products and several prices, each beneficiary can make multiple requests within the same offer, up to the limit of tickets or items they are allowed.
Are my beneficiaries notified by email when their request is approved or declined?
Yes. Each beneficiary receives an email informing them of the status of their request for the personalised offer: approved or declined. They can also track the progress of their request from their profile, on the relevant personalised offer.
👨💻 How do I track requests for my personalised offers as an administrator?
As a CSE administrator, you are notified of new requests and can export all requests received for your personalised offers.
Will I be notified by email when an employee makes a request for a personalised offer?
Yes. As an administrator, you receive a weekly email notification summarising the requests submitted by your beneficiaries for your personalised offers.
Where can I export all the requests for a personalised offer?
To export requests for a personalised offer, go to the Personalised offers tab and click on the relevant offer. Further down, in the Request history section, click the Export button on the right.
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