Approve & reject referral rewards
3 min
In this guide, we'll cover the steps to accept and reject referral rewards that your ambassadors have earned from driving word-of-moth sales. Managing referral rewards effectively ensures timeline and accurate unlocking of milestones and/or commissions payouts for your ambassadors.
Step-by-step instructions
Navigate to the referral rewards page
- Go to the Payments page from the left-hand navigation menu.
- Optionally filter rewards by date range (e.g., last 30 days), status (e.g. pending), or other filter options to narrow down the list.
Review reward statuses
- Check the status of each reward:
Pending: Awaiting manual or auto-approval.
- The calendar icon indicates that the reward is scheduled to be auto-approved, per the program-level referral settings that the ambassador is in.
- Rewards scheduled for auto-approval can also be manualluy approved.
Approved: Already accepted, either manually by a teammate or auto-approval rule.
- This is the final status for referral points and they cannot be reverted back to pending.
- Approved (but not paid) referral commissions can be reverted back to pending.
- Approved referral commissions are eligible to be included in payments.
Rejected: Declined and ineligible for points or payouts.
- Rejected rewards can be reverted back to pending.
Approve or reject individual rewards
- For each reward:
- Click Approve to accept the reward.
- Click Reject to decline the reward.
- Accidentally approved referral commissions can be reverted back to Pending by clicking Undo approval.
- Accidentally rejected referral points or referral commissions can also be reverted back to Pending by clicking Undo rejection.
Approve or reject rewards in bulk
- Use the checkbox at the top of the list to select all rewards in the current view, or select one or more individual rows.
- Ensure the selected rewards have a compatible status (e.g., pending).
- Click Actions and choose one of the following options:
- Approve Rewards
- Reject Rewards
- Undo Approval/Rejection
Filter rewards for bulk actions
- Use the More Filters menu to refine your selection:
- Select Status and filter by Pending for rewards awaiting approval.
- Perform bulk actions (approve, reject, or undo) as needed.
View additional reward details
- Click on a reward to view its detailed information:
- Order details
- Attribution
- Reward type (e.g., commission, points)
- Approve or reject the reward from this detailed view, if necessary.
Manage unsent payments (commission rewards only)
- After approving commissions, navigate to the Unsent Payments tab.
- Review ambassadors with approved commissions not yet included in a payment.
- If corrections are needed:
- Return to the Referral Rewards page.
- Locate the reward using filters (e.g., ambassador name).
- Undo approval to set the reward back to pending.
Need help?
If you have any questions about managing referral rewards, reach out to our customer success team at [email protected]. We're here to help!