This article is best for:

- Admin users 🎉

- Connect Accounts 💼

Topics in this article:

Approving or declining the company exclusive request

Fulfilling approved company exclusives

Keeping track of fulfillment

Bonusly keeps track of the points spent on company exclusives, but can't fulfill them automatically. Company exclusives (donations or otherwise) are managed and fulfilled* by Admins in whatever offline process is easiest for you. In this article, we'll cover how to fulfill company exclusives.

*You must have Global or Rewards admin permissions in order to access this feature. 

When a user redeems a company exclusives, Bonusly notifies admins of the redemption by email. 

You can either approve or decline a company exclusive request from the 'Pending' tab on the 'Reward Redemptions' page. To approve a request, click the thumbs up icon. To decline a request, click the thumbs down icon:

After you approved a company exclusive, the user who requested it will be notified. You'll then need to fulfill the reward (make the donation, give out the t-shirt, or schedule the lunch with the leader, etc.) as company exclusives are managed and fulfilled by you (or your team) in whatever offline process is convenient for you.

If you declined the reward, the user will be notified that their request was declined, and the earnings they spent on the declined reward would be refunded.

💡Pro tip for donations to a charity: You control how often you want to approve these donation requests and how often you will make the actual donation(s) offline. One suggestion is to approve or decline the donation redemption request as they come in (on the same regular cadence you do for other rewards), log the value amounts, then determine the number of times you plan on actually making the donation(s) offline (e.g. once a month, every other month). As we're not able to give financial advice, consult with your finance team on how to best proceed with making the donation(s).

Once the reward has been fulfilled, check the 'Fulfilled?' box on the Rewards Redemptions page on the approved tab. This will record that the reward has been fulfilled. This is an easy way to keep track of which approved company exclusives have been fulfilled, and which haven't. 

💡Pro tip: Click the export to CSV button to download and review all reward redemptions in one place!

Questions? Send us a note to [email protected]; we'd be happy to help!

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