Some cashback and loyalty partners can submit Action Inquiries when they believe an action hasn't been tracked. You can review the action and accept, decline, or request more information from your partner regarding their inquiry. Need an example? See the Example Scenario at the bottom of this doc.
From the left nav menu, select Transactions → Inquiries to see the list of action inquiries from partners.
Hover your cursor over an inquiry and select
[More] → Review to review an inquiryYou will see information about the inquiry; like the partner, the date and time, and the expected payout. Scroll to the Select Resolution section to process the review.
To review this action select Submit and return to the previous page, or select Submit and review Next to load the next inquiry.
If you determine an action took place, accept the Action Inquiry.
- Transaction date
Selected the date when this transaction occurred. Note that the Action Lifecycle applies from this date forward, meaning that if it's significantly in the past, the action will automatically lock and payout upon approval, so make sure you have sufficient funds in your account to pay for approved inquiries .
- Event Type
Select the Event Type to which this action is tied.
- Transaction details
Optionally, select
[Toggle on] Specify details for this transaction if you want to add item details (SKU, Name, Quantity, Category, Subtotal, Promo Code) for this action.- Select Payout Option
Choose the payout the partner will receive for this action:
Accept Expected Payout Amount $XX.XX is the payout that the partner submitted in the inquiry.
Specify Payout Amount to set a custom payout amount for the action.
Generate Payout Amount will process a payout based on the contract between you and the partner.
If you determine an action didn't take place, decline the Action Inquiry so the partner is notified that they will not be credited for the action. Use the drop-down to select a reason that most closely relates to why you declined or select Other and enter your reason in the Notes section.
If you can't determine whether or not an action took place, or require additional information to process the review, this option and include a comment in the Notes field for the partner.
Acme Inc. is a brand that works with Russel Sprout as a partner. Russel Sprout drove an action on January 1 that wasn't tracked. He submits an Action Inquiry to Acme with the missing details for review. On March 5, Acme reviews Russel Sprout's action Inquiry and determines that the action did occur, and the partner should be paid out.
If Acme accepts the action inquiry with the original January 1 transaction date:
A new action with the event date of March 5 will be created and locked. The action will be paid out on the next scheduled clearing date.
Acme needs to sufficiently fund their account to ensure Russel Sprout is paid for the action he drove.