If you have the Partner Appreciation add-on enabled, you will need to regularly review and approve partner appreciation submissions from your customers.
Good to know
- You will need to process partner appreciation submissions on a regular basis, preferably daily
- The Primary Admin and anyone with Full Admin access will receive daily email notifications whenever there are pending partner appreciations to review
- Also see How to locate unique employee partner appreciation URLs and generate QR codes
How to review and approve partner appreciation submissions
- Login to your Administrator account
- Click the Add-ons tab
- Select Partner Appreciation
- For each partner appreciation with Status = Pending, click View
- Either approve or decline the submission by clicking the appropriate inline link
- If you clicked approve, you can then edit who it is from (for example, change Betty Keating to Betty Keating from Beehive Honey) and the reason for appropriateness and general grammar, and add an optional reward (if available)
- Click Confirm
Good to know
- Approved submissions are immediately posted to the wall, and the recipient and their manager are notified via email
- Declined submissions are not posted anywhere, and no notifications are sent
How to edit a partner appreciation after it has been approved
- Login to your Administrator account
- Click the Add-ons tab
- Select Partner Appreciation
- Locate the Approved post that you want to edit and click View
- Edit the Reason
- Click Save
Good to know
- You cannot edit the submitter's name or reward amount, if any
How to remove a partner appreciation from the wall
- Login to your Administrator account
- Click the Wall tab
- Locate the Partner Appreciation you want to remove and click the 3-dot ellipsis to the right
- Select Remove from wall
- Click Confirm
Good to know
- The post will be immediately removed from the wall and the wall tab
- Removing a partner appreciation from the wall does not delete the partner appreciation from the system
- Removing a partner appreciation from the wall does not cancel any financial reward attached to the partner appreciation
How to cancel a partner appreciation after it has already been approved
- Login to your Administrator account
- Click the Add-ons tab
- Select Partner Appreciation
- Locate the Approved post that you want to remove and click View
- Click the 3-dot ellipsis
- Click Cancel Partner Appreciation
- Click Confirm
Good to know
- The post will be immediately removed from the wall, status will change to Declined, and any unspent reward will be clawed back from the recipient's reward balance
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