How can I manually process a referral to trigger a bonus?
Discover the process for manually rewarding advocates by triggering a bonus for a referral.
To manually initiate a bonus, navigate to the Members > Referrals page on the left-side menu. Locate the specific Referral you wish to process for a bonus, then click the three dots under the actions column and select "Process to trigger bonus".
To manually initiate a bonus, navigate to the Members > Referrals page on the left-side menu. Locate the specific Referral you wish to process for a bonus, then click the three dots under the actions column and select "Process to trigger bonus".
Please Note: This method is applicable for offline referral programs or when manually triggering a bonus. The "Process to trigger bonus" action is exclusively available for Referrals.
Subsequently, a modal with a form will appear. Complete the following fields:
- Internal Reference: Useful for internal purposes, such as an invoice number, contract number, payment ID, etc.
- Payment Amount (optional): Represents the amount spent by the referral in your business, particularly useful for percentage-based campaigns. This field is optional, but for percentage-based campaigns, providing the payment amount is necessary to issue a bonus to the advocate.
- Campaign: The rewards campaign to use to issue the bonus. This field is only available when you have more than one campaign.
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