HRIS Automated Campaign Integration Guide

Key Integration Features:

• Daily synchronization — The IEX Portal connects to your HR tool once a day to check for updates.
• Data privacy — The Portal does not store full employee records. It retains only what's needed to execute a shipment: first name, last name, and email address.
• Supported systems — Merge.dev's HRIS integrations cover a wide range of HR platforms. See the current list at Merge HRIS integrations.

Campaign Workflow:

Once an automated campaign is set up, the system creates a "Send" that includes a Claim Link. On the scheduled date:

• Activation: The Send becomes active within the Portal.

• Notification: An email containing the Claim Link is delivered to the employee's designated email address (business or personal).

• Fulfillment: When the employee accesses the link, relevant details are pre-populated in the Claim Shipping form to streamline the process.

Available Campaign Types

Currently, the portal supports three specific types of automated campaigns. Each has distinct logic for identifying eligible employees.

1. New Hire Campaign

Identifies newly hired employees and delivers a claim link on their start date.

• Key Information Checked: Employee Start Date, Start Year, and Personal Email.

• Detection Window: The system checks for start dates ranging from 1 week before to 1 month after the current date.

  • Example: On July 31, the system searches for employees with start dates between July 24 and August 30.

• Scheduling: If a start date falls within this range, the email is scheduled for delivery on that exact start date.

2. Anniversary Campaign

Tracks work anniversaries and schedules a gift email for the day of the event.

• Key Information Checked: Employee Start Date, Start Year, and Work Email.

• Detection Window: The system checks for anniversaries occurring 1 week after the current date.

  • Example: On July 31, the system looks for start dates between July 31 and August 7 in previous years.

• Scheduling: If eligible, the email is scheduled for the employee's specific anniversary date.

3. Birthday Campaign

Identifies upcoming birthdays and schedules a claim link to be sent on the employee's birthday.

• Key Information Checked: Employee Date of Birth and Personal Email.

• Detection Window: The system checks 1 week after the current date to identify upcoming birthdays.

  • Example: On July 31, the system looks for birthdates between July 31 and August 7.

• Scheduling: If a birthday falls within this range, the email is scheduled for that exact date.

Setup Instructions

To start using these features, contact your Brand Manager to request your company's unique integration link. Once you have it, click the link and follow the pop-up prompts to authorize the connection between the IEX Portal and your HR system.