A Tour of Your Dashboard
The Dashboard is the first page you see when you log in to the Corporate Traditions portal. It brings together your upcoming scheduled gifts, alerts about anything that needs attention, and shortcuts to help. This guide walks through each tool on the Dashboard tab.
Gifting calendar
The calendar shows every scheduled gift by send date. Click an event to see which gifts are going out that day.
You can also layer observances onto the calendar to help plan recognition throughout the year:
- Federal holidays
- Professional recognition holidays and events, such as appreciation days for specific roles
- Industry recognition and awareness months
- Cultural observances
- Fun food events
Each category can be turned on or off, so you only see the ones relevant to your team.
Notifications
The notification panel on the side of the Dashboard alerts you when a gift fails to send. Click the notification to open the item and fix the error, for example a bounced email address. Any communication from Corporate Traditions to your account also arrives here.
Account summary
The account summary flags three things that may need action:
- Unpaid invoices
- Late invoices
- Users above their spending limit, meaning a Gifter has orders waiting on Admin approval
Resources
The Resources tab holds video tutorials covering everything in the self-service portal, from placing orders to managing users.
Quick links
Quick links connect you directly to the Corporate Traditions clients team. Use them to ask a question, share feedback, or refer a friend to the program.
Tips for using the Dashboard
- Check the notification panel after any large send. A single bounced email is easy to miss otherwise, and a quick resend fixes it.
- Turn on the professional recognition and awareness month layers at the start of the year and use them to plan your recognition calendar in advance.
- If the account summary shows a user above their spending limit, review their pending orders promptly so gifts are not delayed waiting on approval.
Need help?
If you have questions about any Dashboard tool, reach out to our team at clients@corporatetraditions.com. We are always happy to help.