The reward loop
Reward policy
The Reward policy card at the top of the Rewards page sets your default reward for all converted referrals.
Save the policy once and it applies to every future converted referral. You can update it at any time.
The reward queue
Below the policy editor, the queue shows referrals that need action. Use the Pending / Sent filter tabs to switch between the two lanes. Pending — referrals with a reward that has not been marked sent yet. Each card shows the referred person’s name, the reward summary, and any notes. Sent — referrals where you have already marked the reward sent. The card shows the date the reward was sent.Marking a reward sent
- Find the referral in the Pending tab.
- Click Mark reward sent on the card.
- Winnerr stamps the reward as
SENTand, if your policy has Auto-thank on, immediately sends the referrer a thank-you over the configured channel.
Thank-you messages
When auto-thank fires, Winnerr sends a brief message from the agent to the referrer:- Email — a short note with the agent’s name and brokerage, rendered via Resend.
- SMS — a concise text from your Winnerr phone number.
- Email & text — both, subject to separate per-channel consent.
emailMarketingConsent or smsMarketingConsent) and must not be marked Do Not Contact. If either condition is not met for a channel, that channel is skipped; the other channel may still send.
Reward status lifecycle
Related
- Referrals — the referral ledger and pipeline re-entry.
- Reputation overview — where rewards fit in the full Reputation Studio flywheel.