How to Introduce an Eligibility Check before Issuing Rewards

There may be times when you want to check a referrer’s eligibility before issuing rewards.

For example, you may want to delay or review rewards if you:

• Sell a product with a cooling-off period (e.g. insurance), and only want to issue rewards after it ends  
• Offer a free first month on a subscription, but only want to reward referrers once the referee pays for month two
• Want to avoid rewarding referrals that end in immediate cancellation or returns  

You can introduce approval steps or delays to manage these processes. Note that doing so may increase inbound queries from customers asking when they’ll receive their rewards.

Ways to Check Referrer/Referee Eligibility

 You can use one or more of the following methods to manage reward delays or approvals:

1. Introduce a Delay Before Issuing Rewards

You can introduce a delay that holds referral rewards in a queue. After the set delay (in days), the system automatically fulfils any rewards that have not been manually approved or declined.

To set this up:

1.     Follow this guide to first set up your new reward.  
2.     Change the status of "and the reward will be issued" from "immediately" to "after a delay"  
3.     Set the number of days you wish to have passed before your customer can receive their reward.  

2. Introduce an Approval Step

As an alternative to a time delay, rewards can be held in a queue awaiting manual approval or decline. No expiry is set — rewards remain in the queue until a user acts.

To set this up:

1. Follow this guide to first set up your new reward.  
2. Change the status of It "does not" require approval before the reward is issued to "does"  

3. Automate Approval or Decline

You can automate reward decisions by using your internal systems to determine eligibility. This approach allows your platform to auto-approve or decline rewards via Mention Me’s batch approval system.

Here’s how it works:

1. Periodically prepare a CSV file listing customer email addresses  
2. Mark each line as “approve” or “cancel” based on your criteria  
3. Upload the file to Mention Me’s secure SFTP server

Your customer service or support team can always override automated actions to manually issue or cancel a reward.