Toki.

Docs/Merchants/Rewards Program

Reward approvals

Some rewards ask customers for proof — a screenshot of a social post, a photo, a receipt. The approvals queue is where you check those submissions and decide which ones earn the reward. Nothing is granted until you approve, so real effort gets rewarded and spam doesn't.

Choose which rewards need approval

You set this per reward, in the Approval card of the reward editor:

SettingWhat it does
Automatically approve the activityOn: the completion is approved and rewarded right away. Off: each completion waits in the approvals queue for your review.
Prevent re-submissionsStops a customer from submitting the same activity again after you deny it.

Some activity types are always approved automatically and don't show the checkbox: purchases and spend milestones, subscription sign-ups and renewals, votes, Klaviyo email signups, Postscript SMS signups, birthdays, loyalty anniversaries, wallet pass downloads, and airdrops.

Open the approvals queue

  1. Open Loyalty.
  2. In the Ways to Earn section, click Manage all activities to open the Rewards page.
  3. Click Approvals. A counter on the button shows how many submissions are waiting and updates on its own every 30 seconds.

The Approve page opens with three tabs:

TabWhat's in it
To approveSubmissions waiting for your decision.
ApprovedEverything you've already approved.
DeniedEverything you've denied, with a Reason for Denied column.

Use the Activity filter to see submissions for one reward at a time, and switch between Table View and Grid View — the grid shows submitted images as large cards, which is handy for photo-based rewards. Toki remembers which view you picked.

Review a submission

Each row shows the activity name, the customer (Person, linked to their member profile — for social activities their social handle appears too), the Attachment they uploaded, Proof Details, related challenges, and the completion date.

Click a row to open Approve Details. It brings everything into one place: the customer's answers, the attachment at full size, the activity details, and the customer's other submissions and recent activity — enough context to decide without leaving the page.

Approve or deny

On the To approve tab you can decide straight from the list:

  • Click Approve on a row (or in Approve Details) to approve it and grant the reward.
  • Click Deny to open the Deny Request window. Enter a reason in the Reason field, then click Deny. The reason is saved and shown in the Reason for Denied column on the Denied tab.

Work in bulk

Select several rows with the checkboxes and extra buttons appear:

ButtonWhat it does
Approve selectedApproves all selected submissions at once.
Deny selectedDenies all selected submissions with one shared reason. Shown on the To approve tab.
Download Media ContentDownloads the attachments from the selected submissions — useful when you want to reuse customer photos.

Change your mind about a denial

Denials aren't final. On the Denied tab, select the submissions you want to accept after all and click Approve selected.

Related

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