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Review Actions That Are Outside of Terms

When an action occurs that falls outside the established contract terms between a partner and your program, that action is considered outside of terms. Outside terms actions are automatically reversed, but can be modified for approval manually.

Approve outside of terms actions

  1. From the left navigation bar, select engage-icon__v69b8313.svg [Engage] → Transactions.

  2. Select Pending Payouts → Outside Terms.

  3. Under the Actions column, select Approve.

    • This will override the reversal.

    Screenshot_2024-08-26_at_5_37_13_PM.png

Filter & download outside of terms actions

  1. From the filter bar beneath the page title, select or input a base filter.

    • Optionally, select plus-solid__1_.svg [Add] to add additional filters to the filter bar.

    • When selecting filters, make sure to select search-solid.svg [Search] for them to take effect.

    • See the references below for more details on each filter.

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    Base filters reference

    Filter

    Description

    Partner

    Filter actions based on the partner who generated it.

    Event Type

    Filter actions based on event type.

    OID

    Filter actions based on the order ID (OID) of the action.

    Action ID

    Filter actions based on the Action ID.

    Additional filters reference

    Filter

    Description

    Date Range

    View actions over a specified date range.

    Shared ID

    View the SharedID of the action, if applicable.

    Promo Code

    View the promo code used, if applicable.

    Reversal Reason

    View the reason why the action fell outside of terms.

  2. At the bottom of the page, select download-solid.svg [Download] to download the list as a CSV file.

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