Review Action Inquiries

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Some cashback and loyalty partners can submit Action Inquiries when they believe they weren't credited for an action they drove. You can review their inquiry and choose to accept, decline, or request more information from your partner. See Action Inquiries Explained to learn more.

Review an action inquiry

1. From the left navigation menu, select [Engage] → Transactions → Inquiries.

   • Listed here, you'll see any action inquiries you've received from partners.

2. Hover your cursor over the inquiry you want to view, then select [More] → Review.

   • The review page contains details about the inquiry, like the partner who submitted it, the date and time the action took place, and the expected payout.

3. Scroll to the Select Resolution section and select one of the following options to process the inquiry:

Accept

1. If you determine an action took place, Accept the action inquiry.

2. Complete the following fields:

Field	Instruction
Transaction Date	Select the date when this transaction occurred. To understand when the action will lock and be paid out, see Understand the Action Life Cycle & Finance.
Event Type	Select the Event Type to which this action is tied.
Transaction Details	Optionally, if you want to add item details like SKU, Name, Quantity, etc., select [Toggle on] Specify details for this transaction.
Select Payout Option	Choose the payout the partner will receive for this action: • Accept Expected Payout Amount: The payout the partner proposed in the inquiry. • Specify Payout Amount: Set a custom payout amount for the action. • Generate Payout Amount: Pay out based on the contract between you and the partner.

Decline

1. If you determine an action didn't take place, Decline the action inquiry.

   • The partner will be notified that they won't be credited for the action.

2. Use the [Drop-down menu] to select a reason that most closely relates to why you declined.

3. Optionally, select Other and enter a custom reason in the Notes comment box.

Need more information

1. If you can't determine whether or not an action took place, select Need more information.

2. Include a comment in the Notes field so the partner knows what additional information you require to process the review.

1. To finalize your decision for this action inquiry, select Submit and return to the previous page, or select Submit and review next to load the next inquiry.