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Compensation Types

Written by Boni Newberry
Updated this week

What are Compensation Types?

Compensation Types are used to organize the different compensation methods paid to agents.

For example, your account is pre-configured with the following compensation types:

  • Commission

  • Bonus

  • Fee

🔍 Tip: To learn more about managing compensation for your organization, please visit our Compensation article.

Adding New Compensation Types

  1. From the left-side main menu, click Settings > Advanced Setup

  2. Select Compensation Types > click the +New button

  3. Complete the New Compensation Type form

    1. Name

    2. Description Optional

    3. Position

    4. Click Save

Edit Existing Compensation Types

  1. From the left-side main menu, click the Settings tab > Advanced Setup

  2. Select the Compensation Types section

  3. Go the three dot Action Menu > select Edit for the campaign type you wish to edit.

  4. Complete the Edit Compensation Type form

    1. Name

    2. Description Optional

    3. Position

    4. Click Save.

🔍 Tip: Compensation Types can also have configured workflows to each Compensation Type. To configure a workflow, simply click into the respective appointment type and click +Add in the workflow template window. Learn more at Workflows.

Merge Compensation Types

  1. From the left-side main menu, click the Settings tab > Advanced Setup

  2. Select the Compensation Types section

  3. From the Compensation Types page > click

  4. Complete the Merge Compensation Types form

    1. Merge From

    2. Merge To

    3. Remove original after merge recommended

    4. Click Merge

🛑 IMPORTANT! Please use the Merge feature with extreme caution. Objects merged cannot be un-merged.

Related Articles
Appointment Types
Document Types 📁
Channel Types
Campaign Types
Event Types
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