How Can I Manually Process a Referral to Trigger a Bonus?
Learn how to manually reward advocates by issuing a bonus for a referral.
1- Go to Members > Referrals on the left-side navigation menu.
2- Find the referral using their email or name. Click the three dots in the actions column and select "Process to trigger bonus."
3- Fill out the form with the following details:
1- Go to Members > Referrals on the left-side navigation menu.
2- Find the referral using their email or name. Click the three dots in the actions column and select "Process to trigger bonus."
3- Fill out the form with the following details:
- Internal Reference: For internal tracking (e.g., invoice number, contract number, payment ID).
- Payment Amount (optional): The amount spent by the referral, which is required for percentage-based campaigns.
- Campaign: Select the rewards campaign to use (visible only if multiple campaigns exist).
Please Note: This method is intended for offline referral programs or cases where a bonus needs to be triggered manually. The "Process to trigger bonus" action is only available for Referrals.
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