Overview
While reward rules automate the process of earning and issuing rewards, it is possible to manually create and send rewards directly from Actions, or from a member’s or referral's profile. You can also issue (but not add) rewards from Bulk Actions and Review Pending.
What we'll cover in this article:
Add a Reward from Actions
Add a Reward from a Member or Referral Profile
Issue a Reward from the Reward Profile
Issue a Reward from a Member or Referral Profile
Issue Multiple Rewards
Before you start
You can only reward members and referrals that already exist in your program. If the person you want to reward hasn't been added yet, add them first using Add Member or Add Referral in the Actions menu.
You can only select from Payouts you've already set up. To issue a new type of reward, set it up as a Payout first.
Admins, Managers and Operators can manually add and issue rewards for any program. Supervisors can also add and issue rewards for programs they are assigned to.
Warning: Once you issue a reward, it cannot be recalled. Make sure you're ready to send the reward before you select Issue.
Manually add rewards
You'll most often manually add a reward to send a reward that falls outside your regular referral program flow, such as:
Recognizing standout employees
Thanking customers for a testimonial
Awarding contest winners
Awarding bonuses
One-off program rewards
Additional program rewards
Rewarding a referral made outside your program structure (for example, one submitted over the phone)
Here are your options to add rewards manually.
Add/issue a single reward
Create and send single rewards from Actions, or from a member/referral profile.
Check out how both of these processes work:
Manually add/issue a reward from Actions
The Quick Action Add Reward option lets you send a reward to anyone instantly, even if that reward is not part of your typical referral program flow.
Here’s how to add a reward from Actions:
1. Select Actions > Add Reward
2. Choose whether the reward is for a Member or Referral using the appropriate tab.
3. Select the Member or Referral you’d like to reward. Start typing their name, then select them from the drop down.
You can only reward existing Members and Referrals.
If the person you want to reward hasn't been added yet, add them first using Add Member or Add Referral in the Actions menu.
If you’d like to log the referral that a member brought in to receive the reward, use the Link to Referral dropdown to select a referral. The referral must already be added to link them to the member's reward.
4. Select the reward type you’d like the recipient to receive.
You can only select from Payouts you’ve already set up.
5. Enter the reward amount.
For coupons and custom rewards, this is usually 1.
For PayPal, Wise, and Gift Cards/Reward Link, enter the cash value.
6. Select the reason for the reward:
Employee Bonus
Employee Contest
Customer Bonus
Customer Contest
Feedback Survey Response
One-Off Program Reward
Additional Program Reward
Other
7. Optional: Enter a description of the reward for the recipient.
This description appears in the reward email if you add the description merge tag.
8. Review the reward details, then select Create Reward.
This does not issue the reward yet.
9. You’ll be asked if you want to issue the reward now (send it to the recipient.)
Select Issue to send the reward immediately.
Select View Reward to open the Reward Profile without issuing it.
Select the X to close the window without issuing the reward.
Warning: Once a reward is issued, it cannot be recalled. Be absolutely sure you’re ready to send the reward before you select Issue.
You can easily issue a one-off reward via Actions.
If you've already set up the payout you'd like to give out as the one-off reward, create and issue the reward following the steps above.
Want to issue a new type of reward? You'll need to set it up via Payouts first.
Add a reward from a member or referral profile
1. Open a member's or referral's profile.
2. Click on More Options.
3. Click on Add Reward.
4. Enter the reward's details.
5. Select Create Reward.
Issue one reward
Depending on your reward rules setup, you may have pending rewards that need to be manually issued. Here's how to issue rewards.
Issue a reward from its Reward Profile
Go to Rewards > Reward List.
Select the reward you'd like to issue to open its Reward Profile.
Select Issue Reward.
Optional: Add a note about the reward for your own records. The recipient can't see this note.
Note: Once you issue a reward, it cannot be recalled. Make sure you're ready to send it before you select Issue Reward.
Issue a reward from a member or referral profile
You can also issue single rewards by member or referral by opening their profile.
1. Open a member's or referral's profile.
2. Select Rewards.
3. Select the name of the reward you'd like to issue.
4. Select Issue Reward.
5. Confirm that you wish to issue the reward.
Note: Once you issue a reward, it cannot be recalled. Make sure you're ready to send it before you select Issue Reward.
Issue multiple rewards
You can issue multiple rewards via Bulk Actions or Review Pending.
Check out how this works with our interactive demo:
Manually issue rewards in bulk from the Reward List (Bulk Actions)
You can use the Reward List’s Bulk Actions option to issue several rewards at once, regardless of their type or recipient.
Go to Rewards > Reward List.
Select the checkboxes next to the rewards you'd like to issue.
Select Bulk Actions > Issue Rewards.
Select Issue Rewards to confirm.
Each reward is issued separately, based on its own payout settings.
Warning: Once you issue a reward, it cannot be recalled. Make sure you're ready to send all the selected rewards before you confirm.
Issue rewards from Review Pending
You can also manually issue rewards from Review Pending.
You can only bulk issue rewards by type or recipient when issuing them from Review Pending.
If you need to issue a single reward to a recipient who is owed multiple rewards, issue it from its Reward Profile instead.
If you have multiple types of rewards to issue at once, use Bulk Actions instead.
Here’s how to issue rewards from Review Pending:
1. Go to Rewards > Review Pending.
2. Optional: Filter the list to find rewards by type.
3. Issue by type or recipient.
Option A: Issue by Type
Locate the reward under Issue by Type.
Select Issue.
Option B: Issue by Recipient
Locate the reward under Issue by Recipient.
Select Issue.
4. Optional: Add a note for your own records in the pop-up.
5. Confirm that you'd like to issue the rewards.
Note: Once a reward is issued, it cannot be recalled – so be absolutely sure you’re ready to send the reward before you select Confirm.
What's Next?
Manage reward rules
Set up automatic reward earning and issuing so you don't need to add rewards manually every time. See Set Up Reward Rules for more details.
Reissue a reward
If you need to send a reward again, see Can I Reissue a Reward? for more details.