Account Reps for Incentive Programs

While adding Account Reps on Hushly, the Account Rep's Calendly link (either individual or Company) is added under the Appointment booking URL. The Account Rep creates events and meets with potential customers through scheduled calls on Calendly. Learn more about Hushly's integration with Calendly here.

To Add an Account Rep to your Incentive Program

1. Create a New Incentive Program.
   
   
2. Click on the Account Reps Tab. To learn how to set up Account Reps, click here. 

   
   

   Note: The Account Rep must have a Calendly account and an event set up in order to schedule meetings. You can assign one or more Account Reps to an Incentive Program.
   
   
3. Click on Add Account Rep
   
   
   
4. Select an Account Rep and an Event Type, then click Add. The Account Rep creates Events on Calendly which show in the Event Types drop-down.  
   
5. To add more Account Reps, repeat steps 3 and 4.

To Edit Account Rep:

From the Incentive Program, you will only be able to Edit the Event Type of the Account Rep.

1. On the Account Reps Tab, click on the three-dot menu under Actions for the Account Rep you wish to edit. Click Edit.
   
   
2. Select the Event Type from the drop-down and click Update.

   

   Note: If you don't see an Event Type listed, go to Calendly and create an Event.  

To Disable/Enable an Account Rep:

When an Account Rep is added, they are Enabled by default. 

• To Disable an Account Rep, click on the three-dot menu > Disable 
   
• Click 'Yes' to Confirm. 
  
• To change the status back to Enable, click on the three-dot menu > Enable 
  
  
• Click 'Yes' to Confirm. 
  Note: You must keep at least one Account Rep enabled for a Launched Incentive Program. All Account Reps cannot be disabled once the program is live.
  
  
  

To Delete an Account Rep:

An Account Rep cannot be deleted once they are associated with program registrant(s).

• To Delete an Account Rep who is not associated with a registrant, Click on the three-dot menu > Delete.
  
  
• Click 'Yes' to Confirm.
  

Related Articles:
Incentive Programs

Creating an Incentive Program
Designing the Incentive Program Widget
Pause/Resume/End an Incentive Program
Incentive Program - Changing Registrant Status
Editing an Incentive Program
Deleting an Incentive Program
Incentive Programs - Metrics