Why would you create a manual reward?
At some point, you may want to manually create a reward for a partner outside of the automatic incentives you've setup via triggers.
For instance, you may want to:
- offer a special one-time reward to a partner as an additional perk or thank-you
- backfill a missed reward
For cases where a referral purchases a subscription (or makes recurring transactions on monthly/ quarterly/ annual bases) but the referral was not tracked in PartnerStack, it is best practice to add a customer and manually record a sale instead of providing a one-time custom reward.
How to create a manual reward
On your dashboard, click into the Partner Management > All partners tab on the left-hand side.
Search for the partner using the search bar (by name or email address) to find the partner you want to create a custom reward for.
Once you have the specific partners' profile up, you can see their current offers ('Receives the following offers') under the Rewards sub-tab, as well as a section to create a manual reward.
In the Custom Rewards section, you will see three input fields:
Reward Description - 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 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. This reward will appear on the Activity sub-tab on the partner profile, and it will appear under pending rewards on the partner's dashboard.