There are certain situations where you may want to create a custom reward for your Partners, and this guide will show you how to do so effectively.
Why would you create a custom reward?
You may want to offer a special one-time reward to Partner (as an additional perk, for example)
Another case that may require a custom reward is if the partners' referral does not track through PartnerStack but you do have confirmation on your end that the transaction occurred; you may then want to create a custom reward
If the above scenario happens and the referral purchases a subscription or has a recurring transaction, you'll want to add a customer and record a sale instead of a custom reward.
How to create Custom Rewards
From your Company Dashboard, click into the Partners tab on the left-hand side.
From the Partner page, you'll be able to see your current partner list. You can search for a particular Partner (name or email) at the top of the page or directly click on them if they appear on the page that you've landed on.
Once you have the specific Partners' profile up, you can see their current Offers under the rewards tab, as well as a field to create custom rewards.
In the Custom Rewards section, you will see 3 input fields:
Reward Title Here, you can provide information about the reward. It is a good practice to fill this out with as much detail as possible, as it will give insight to both you and the partner about what the reward is for.
If you are creating a custom reward for a transaction that did not show in PartnerStack - we recommend including the customer's name, the date of their purchase, the dollar value of their purchase, and/or any other relevant information.
Reward Amount The total amount you would like to reward to the Partner
Currency The currency type (USD is standard/ most commonly use)
Once you click on "Create Reward", this will finalize the reward and move it into your next partner reward invoice. Both you and the Partner will see the added reward in the Activity section of their profile, and they will also see it added to the "pending rewards" section of their Payouts tab.
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Reach out to firstname.lastname@example.org for assistance!