Who’s Involved in Your Incentives Management?

  • author

    Hannah Prince

  • posted

    Feb 09, 2023

  • topic

    Academic Research, Digital Marketing, Employee Rewards, Market Research, Sales

Who’s Involved in Your Incentives Management?

There was a time when managing rewards could easily be a full-time job for a single person. But with incentives management tools like BHN Rewards, those tasks become more streamlined — and therefore more accessible.

When you give more team members access to your incentives management process, though, you need to make sure it won’t open up a can of worms, both in regard to organization and security and privacy. That’s why, like other enterprise tools, BHN Rewards allows you to leverage different user roles, regardless of whether you’re using rewards for research participants, marketing campaigns, customer engagement, or employee recognition.

Using BHN Rewards’ setting options as an example, here are the various people who need to be involved in your incentives management and what positions may fill those roles.

Administrator

Every system you use has an administrator, and your rewards tool is no different. The administrator or primary account owner is often the person who implements the program and works with the vendor directly. They have complete access to all actions, not only to buy and send rewards, but also to add users and change settings. That includes creating new budget groups and workspaces. Who fills the administrator role depends on how you’re using rewards.

  • Marketing: The administrator is likely a marketing executive or a director whose team runs demand generation, customer engagement, and/or events.
  • Research: Usually the insights team leader or a research agency executive holds admin privileges. In an academic research environment, it could also be the person leading the individual study.
  • Employees: Often the administrator role goes to the HR department.
  • Sales: This role could be filled by a sales leader or someone in sales operations who handles more administrative duties.

Campaign Manager

In BHN Rewards, a campaign manager can create rewards campaigns, which includes setting the reward type and dollar value, customizing the reward email and redemption page, and adding and approving recipients. While the campaign manager can place reward orders, the administrator must be the one to add funds to the overall account. Here are some people who could fill this role.

  • Marketing: Campaign managers are often managers on the demand generation, customer marketing, and events teams.
  • Research: Leaders of individual research projects, surveys, or panels can fill the campaign manager role for their area of study.
  • Employees: The campaign manager role would likely also be filled by HR or higher-level directors in each department.
  • Sales: Like the admin role, campaign managers are typically sales team leaders or sales ops specialists.

Reward Sender

The reward sender role allows you to empower team members at many levels to take control of their incentives management and use rewards regularly — with appropriate limitations. As the name suggests, reward senders can add recipients to a campaign, but they can’t create new campaigns or access any account settings. You can also give them specific budgets. Most of your users are likely to get reward sender permissions.

  • Marketing: Reward senders could include almost everyone in marketing, from the the webinar lead to the social media manager to the person who runs the customer advocacy or referral program,
  • Research: The reward sender will depend greatly on the type and size of organization and research methods. It could be the same as the campaign manager, or it could be the graduate student or intern who takes on incentives.
  • Employees: Giving every team manager access to send rewards creates a positive culture of recognition — not to mention it’s what employees want. More than 52% wish they got more recognition from their immediate manager or supervisor, according to Bamboo HR and Quantum Workplace.
  • Sales: By assigning sales reps as reward senders, you open up countless opportunities for them to use incentives to encourage engagement with prospects and customers, solve problems in their daily interactions, and close more deals.

Viewer

Users with viewer permissions can’t create campaigns or send rewards, but they have access to all of the reports available in the platform. That includes records of orders and payments, the rewards that were sent (as well as when and to whom), and the budget utilization for each user and user group. You can also see recipient income reports, which are useful for tax purposes.

No matter how you’re using rewards, the viewer role is great for directors and executives who aren’t actually running the program but need to have visibility. It’s particularly important for those who track budgets — whether they’re on the senders’ team or in the finance department.

Streamlined Incentives Management for Every User

BHN Rewards’ easy-to-use tool gives you the power to use rewards across your organization. With different user permissions, you have the flexibility to delegate incentives management while maintaining control of budgets and overall programs. And bonus: Its integrations with more than 25 leading research, marketing, and employee engagement tools makes it simple for your teams to seamlessly incorporate automated rewards into their existing workflows.

Ready to learn about all the possibilities of BHN Rewards? Request a demo now!

about the author
Hannah Prince

Hannah is a reformed journalist who has more than 15 years of experience and now focuses on content marketing for innovative tech companies.

Hannah is a reformed journalist who has more than 15 years of experience and now focuses on content marketing for innovative tech companies.