SmartSpending - Employee Onboarding Tooltips for Discounts Product SmartSpending

Introduction

We know how important it is to make a good first impression. That’s why we’ve built an on-site onboarding tool for SmartSpending, which welcomes, engages, and educates employees on how their employee discount program works, from the start. They’ll learn the key features and see the value of their platform in four simple steps.

How It Works

When an employee visits the Discounts homepage the very first time or after a year of inactivity, they will see four tooltips, which explain the core product features and retail offering that would help them make the most out of the product.

Who Sees the Tooltips

The discounts tooltips are shown only once to employees who visit their employee discounts homepage for the very first time, or after a year of not logging in to the platform. First-time visitors are identified by either being a new starter joining an organization with an existing program, or all employees of a newly launched platform. The second group of employees who will see the tooltips are people who have been inactive for a whole year. 

The sooner new joiners understand the value of their employee discounts programme, the more likely they are to use and save money regularly through it. That’s why their first visit is so critical in showing them the main features.

For those employees who have not visited their platform in over a year, we want to re-engage them and re-educate them on the main features of the site, in case it has changed since they last visited, or they have forgotten how it works. The simple tooltips are a great way to get them confident in using the site again.

How Often the Tooltips Show

The tooltips will show just once.

Frequently Asked Questions

Is there a way to close the tooltips tour?

Can employees manage the tooltips from the Communication preferences?

Can a client manage the number of tooltips or their content?