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Configuring Notifications for Perk Usage and Low Balances in 4Geeks Perks

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Effective benefit management requires timely information. 4Geeks Perks offers robust notification settings that allow both administrators and employees to stay informed about wallet balances and usage trends. By configuring these alerts, you ensure that employees never face embarrassing card declines due to insufficient funds and that administrators maintain real-time visibility over benefit utilization.

This article guides you through setting up automated notifications for low balances and high-usage milestones, ensuring a seamless experience with the 4Geeks Perks Card and Wallet.

Prerequisites

Before configuring notification rules, ensure you meet the following requirements:

  • Active Admin Account: You must have administrative access to the 4Geeks Console.
  • Enabled Perks Module: The 4Geeks Perks module must be active on your account.
  • Active Wallets: Employees must have active wallets assigned to them.
  • Contact Information: Ensure employee profiles include valid email addresses and, for SMS/Push notifications, mobile numbers linked to the mobile app.

How to Configure Notification Rules

Notifications can be configured at a global level for the organization or personalized for individual wallet types.

Step 1: Access Perks Settings

  1. Log in to the 4Geeks Console using your admin credentials.
  2. Select Perks from the main navigation menu.
  3. Click on the Settings gear icon located in the top-right corner of the dashboard.
  4. Select the Notifications & Alerts tab.

Step 2: Set Up Low Balance Alerts (Employee Facing)

Low balance alerts are critical for the employee experience, ensuring they top up or request funds before a transaction is declined.

  1. Locate the Wallet Balance Alerts section.
  2. Toggle the switch to Enable Low Balance Notifications.
  3. Define Threshold: Set the specific amount or percentage that triggers the alert (e.g., “Notify when balance falls below $15.00” or “Notify at 10% remaining capacity”).
  4. Select Channels: Choose how the employee receives this message:
    • Email: Sends a standard alert to their registered work email.
    • Mobile Push: Sends a notification to the employee’s mobile device (requires the 4Geeks Perks app).
    • SMS: Sends a text message (carrier rates may apply).
  5. Click Save Rule.

Step 3: Configure Usage Velocity Alerts (Admin Facing)

Usage alerts help administrators track spending anomalies or high engagement rates across specific benefit categories (e.g., food, wellness, transportation).

  1. Scroll to the Usage & Velocity section.
  2. Click Add New Rule.
  3. Select Scope: Choose whether this applies to the entire organization, a specific department, or a specific Perk Category (e.g., “Gym Membership” or “Lunch Allowance”).
  4. Set Condition: Define the trigger event.
    • Example: “Notify Admin when >80% of allocated monthly budget is consumed.”
    • Example: “Notify Admin if daily transactions exceed $500 for a single user.”
  5. Assign Recipient: Select the administrator or finance manager who should receive these alerts.
  6. Click Create Alert.

Step 4: Customize Notification Templates (Optional)

To maintain a consistent company voice, you can customize the messaging sent to employees.

  1. Navigate to the Templates sub-tab within Notifications.
  2. Select Low Balance Alert.
  3. Edit the subject line and body text. You can use dynamic variables such as {{current_balance}}, {{employee_name}}, and {{wallet_link}} to direct them immediately to their dashboard.
  4. Click Save Template.

Common Use Cases

Scenario 1: Preventing Lunchtime Declines

  • Situation: An employee uses their 4Geeks Perks Card daily at the corporate cafeteria. They are unaware their monthly lunch allowance is nearly depleted.
  • Configuration: You set a Low Balance Alert to trigger when the wallet drops below $10.00.
  • Result: The employee receives a push notification on their phone immediately after yesterday’s purchase, warning them they only have $8.00 left. They are reminded to check their balance or wait for the next month’s allocation, avoiding a declined transaction at the register today.

Scenario 2: Monitoring Transportation Budget Spikes

  • Situation: Your company provides a corporate transportation allowance. You notice costs vary wildly and want to track rapid consumption.
  • Configuration: You set a Usage Alert to notify the Finance Team if 75% of the total transportation budget is utilized before the 15th of the month.
  • Result: On the 12th, the alert triggers via email. The finance manager logs into the 4Geeks Console and identifies that a specific team is heavily utilizing ride-shares for client meetings, allowing for immediate budget adjustments or policy reviews.

Troubleshooting

Issue 1: Employees are not receiving mobile push notifications

  • Cause: The employee may have disabled notifications for the 4Geeks app on their operating system settings.
  • Solution: Advise the employee to check their phone’s Settings > Notifications > 4Geeks Perks and ensure “Allow Notifications” is enabled.

Issue 2: Alerts are triggering too frequently

  • Cause: The threshold might be set too high (e.g., alerting when the balance is under $100 for a $150 allowance).
  • Solution: Adjust the threshold in the Wallet Balance Alerts section to a lower value, such as $10 or $20, to ensure alerts are meaningful and urgent.

Issue 3: Email notifications are landing in spam

  • Cause: Your organization’s email firewall might be filtering automated messages.
  • Solution: Ensure that the noreply@4geeks.io domain (or your custom domain if using White Label features) is whitelisted in your company’s email server settings.

Conclusion

Configuring accurate notifications for 4Geeks Perks transforms benefit management from reactive to proactive. By alerting employees before they run out of funds and keeping administrators in the loop on usage trends, you create a smoother, more engaging experience for your workforce.

For further assistance with setting up integrations or custom card limits, please visit the 4Geeks Help Center or contact our support team.