Admins, Let's Get Started!

Your program is set up and ready for launch with all our recommended settings. This article covers all the steps you need to set up your account and run a successful challenge. Take a look at our ‘What’s Your Goal?’ guide first to get yourself on the right track.

IT Requirements

Ask your IT team to allow internal access to the following:

• Your program URL – it should look something like https://example.thrives.app or https://example.360recognition.com
• The following email addresses:
  • no-reply@mail.walkertracker.com
  • success@terryberry.com
  • wellness@be-engaged.co
  • accountsreceivable@terryberry.com

Set Up Your Member Account

Start off your program experience as your members will by customizing your account! There is no need to create a separate member account to join in on the fun – take some time to add a profile photo, connect a device, and set your member preferences.

The Admin Panel

When you first log in, you'll likely have Admin Permissions. This means that you'll have access to the Admin Panel via the toolbar (look for the circle icon). Upon first logging in to your account, the Admin walk-through tour will pop-up. Follow the prompts to get a tour of the Admin Panel tools and how to set up a challenge. You can also watch our Admin Panel introduction video for a run through of the admin portal.

Note: The Admin Panel is the only difference between your admin view and a member's view. Please remember that access to the Admin Panel is only available via the desktop browser.

Suggestions for an admin username include: WellnessCoach, Coach(fill in the blank), AdminJSalas

Customize Your Program Settings

From your Admin Panel, go to the Settings section - here you can customize your program. Your logo will display on the landing page, in the Weekly Stats emails, and in the Settings tab of the mobile app. Be sure to review the Activity Settings and make any necessary adjustments.

Note: any of these settings can be updated at any time, even during a challenge.

Create Your First Challenge

From the Admin Panel, go to Challenges and then Challenge Builder to select your challenge and enter the desired settings.

For support in this, you can watch our video guide on how to Create a Challenge or read our Create a Challenge article guide.

Be Well recommendations:

• Run the challenge for 3-6 weeks
• Use a 5,000 - 8,000 steps/day step goal
• From the Admin Panel, go to the Challenges section and download the themed, editable poster and email templates. These can be used to easily promote your challenge across your organization.

You can also take a look at our Challenge FAQs for frequently asked questions regarding how challenges work and our best practice recommendations.

Invite Your Members

Share your platform URL and invite folks to register if they don't already have an account.

Be sure to provide the following details so that if employees have any questions, they can self-serve or raise a query with our support team: 

member support library (support site)

wellness@be-engaged.co (support contact)

Member Video Guides

If there are members already registered in your portal when you create your challenge, you can follow our guide on how to Invite or Add Members to a Challenge.

Remember to send regular communications to members to keep them engaged. You can read our guide on how to Communicate with Your Members, and clink the link for the Communication Book to access email templates.

You can also send a test email to yourself to double-check that your members will receive those encouraging milestone notifications or communications you’re looking to send, and to ensure the format is perfect.

Tips For Success

Start the conversation! Post a question or encouraging comment on the challenge Discussion Board. Add a photo or journal entry to your daily step entry and allow anyone to view it; it will appear in the Newsfeed section for others to see and comment on.

Awarding members for their participation greatly increases participation in your program! To encourage honesty and lower frustrations, keep prizes small but desirable. You can find suggestions for your incentive criteria here.

It's a team effort! Be sure to have at least two members with admin access in your portal. Here's how to add a new admin.

Know where to find answers. You can access the Admin Help Desk directly on the platform website via the Admin Help widget by typing in a key word and searching articles for the answers you need. You can also select ‘Ask’ to email the Admin Support Team a question if you can't find what you are looking for.

Members can reach out to wellness@be-engaged.co with any device syncing or technical questions.

Finally, remember to have fun!