Find rewards that need manual fulfillment
3 min
Manual product rewards and custom rewards in Roster require manual fulfillment by your team. There are three ways to quickly find and track rewards that need to be fulfilled, ensuring a smooth experience for both your team and ambassadors.
Step-by-step instructions
Find rewards that need fulfillment from the rewards tab
- Click on More > Rewards in the main navigation.
- Use the Action Required filter and select Needs Fulfillment.
- The list will now show only rewards that require action.
- Click on a specific reward to view details or take bulk action.
Find campaign rewards that need manual fulfillment
- Navigate to the Campaigns page from the main navigation.
- Click on the Action Required filter.
- Select the Needs Fulfillment checkbox to filter campaigns with pending rewards.
- Click the number in the Needs Fulfillment column to go directly to the campaign’s rewards tab.
- The rewards tab will be pre-filtered to show only rewards that need fulfillment.
- Click on an individual reward to view fulfillment details, including the ambassador's shipping address.
Find milestone rewards that need manual fulfillment
- Navigate to the Milestones page from the main navigation.
- Look for the Needs Fulfillment column.
- Click on the number in this column to go directly to the milestone’s rewards tab.
- The rewards tab will be pre-filtered to display only rewards that need fulfillment.
- Click on an individual reward to open the fulfillment drawer and see details.
Take action on rewards
- Open the reward fulfillment drawer for a specific reward.
- View details, including ambassador information and fulfillment instructions.
- Copy the ambassador’s shipping address if needed.
- Mark the reward as Fulfilled once it has been issued.
- Use the bulk Actions > Mark as Fulfilled option for multiple rewards.
- If a reward will not be issued, mark it as Won’t Fulfill to remove it from the pending queue.
Need help?
If you have any questions or need assistance, please reach out to our customer success team at [email protected].