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Apply, Dismiss, or Restore a Referral Reward

Learn how to apply, Dismiss, or Restore a Referral Reward in Topo, including pending/fulfilled/dismissed.

When to use this

Use this article when you need to apply, Dismiss, or Restore a Referral Reward in Topo. The main staff surface is referral records, member profile. It is written for Managers, Front Desk.

What this covers

  • Pending/fulfilled/dismissed

  • Apply reward

  • Dismiss

  • Restore

  • Notes

Before you start

  • Use a staff role that can view referrals. Applying, dismissing, restoring, or changing rewards may require manager permissions.

  • Create reward options and eligibility rules before processing the queue.

  • Review the referrer, referred member, current access, and prior rewards before applying anything.

  • Remember that rewards are staff-managed; Topo tracks state but does not require automatic crediting.

  • Add notes when a reward decision needs context for another staff member.

Steps

  1. Open Referrals.

  2. Filter pending, applied, dismissed, all, or an eligibility rule.

  3. Preview the referred member when needed.

  4. Apply the selected reward and add notes after your gym has fulfilled it.

  5. Dismiss referrals that should not be rewarded and record the reason.

  6. Restore a dismissed referral if it should return to pending.

What happens after saving or completing this

  • Topo updates the related audience, message, form, referral, promotion, or conversation record.

  • Email sends and automations respect subscription status, category preferences, and sender readiness.

  • Review recipient, submission, or conversation history after the workflow completes.

Common issues and fixes

  • Bulk send is disabled: verify sender-domain setup and confirm the environment allows real marketing sends.

  • Recipients are skipped: check subscription status, category preferences, selected lists, selected segments, and whether the audience has subscribed recipients.

  • AI or automation content looks wrong: update the source Help Docs, templates, or sequence steps, then review the draft before sending.

Related articles

  • Marketing Contacts Overview

  • Build a Segment

  • Configure Email Delivery

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