> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winnerr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Referral rewards

> Close the loop on converted referrals — set a default reward, mark it sent, and let Winnerr thank the referrer automatically.

When a referral converts to a closed deal, Winnerr notifies you that a reward is ready. You fulfill it on your own (Winnerr moves no money), mark it sent with one tap, and the referrer receives an automatic thank-you over the channel you choose.

Managed under **Marketing → Reputation → Rewards**.

## The reward loop

```text theme={null}
Deal won (linked to a referral)
  ↓
Winnerr notifies you: "Referral reward ready to send"
  ↓
You fulfill the reward out of band (gift card, etc.)
  ↓
You click "Mark reward sent" in the Rewards queue
  ↓
Referrer receives an automatic thank-you (email / SMS / both)
  → reward status moves to THANKED
```

Fulfillment is always manual today — Winnerr records the lifecycle but does not transfer money or issue cards on your behalf.

## Reward policy

The **Reward policy** card at the top of the Rewards page sets your default reward for all converted referrals.

| Field                   | What it does                                                                            |
| ----------------------- | --------------------------------------------------------------------------------------- |
| Reward type             | Gift card, Commission share, Account credit, Custom, or No reward                       |
| Reward value            | Numeric amount (e.g. `100`)                                                             |
| Currency                | Three-letter ISO code (e.g. `USD`)                                                      |
| Provider                | Optional label for your fulfillment method (e.g. `Tremendous`)                          |
| Auto-thank the referrer | Toggle — when on, a thank-you is sent automatically as soon as you mark the reward sent |
| Thank-you channel       | Email, Text message, or Email & text                                                    |

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

1. Find the referral in the **Pending** tab.
2. Click **Mark reward sent** on the card.
3. Winnerr stamps the reward as `SENT` and, if your policy has **Auto-thank** on, immediately sends the referrer a thank-you over the configured channel.

If the referrer has opted out of marketing communications, or has no email address or phone number for the chosen channel, the thank-you is skipped silently — the reward is still marked sent.

## 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.

The referrer must have given marketing consent for the chosen channel (`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

| Status     | Meaning                                                            |
| ---------- | ------------------------------------------------------------------ |
| `NONE`     | No reward prepared yet.                                            |
| `PENDING`  | Reward is ready — appears in the Pending queue for you to fulfill. |
| `SENT`     | You have marked it sent.                                           |
| `THANKED`  | Referrer has been thanked (auto or manual).                        |
| `DECLINED` | Referrer declined the reward.                                      |
| `FAILED`   | Automated fulfillment attempt failed (manual fallback required).   |

## Related

* [Referrals](/reputation/referrals) — the referral ledger and pipeline re-entry.
* [Reputation overview](/reputation/overview) — where rewards fit in the full Reputation Studio flywheel.