Submit Form

Reward customers for custom actions outside your system by letting them submit proof (text, link, images) for your review.

This feature is available for Advanced and above plans

Overview

Submit Form is an earning program for actions that can't be tracked automatically — like sharing on social media, posting UGC content, or leaving feedback on external platforms. Customers complete the task, submit proof via a customizable form, and receive rewards after admin approval.

Use case: Merchants wanting to reward social shares, TikTok posts with hashtags, Google reviews, UGC content, or any custom action.

How to set up

Step 1: Create the program

1. Go to Reward programs → Earning programs → Add new

2. Select Submit form

3. You can create multiple Submit Form programs for different actions

Step 2: Configure Rule tab

• Program name and Description

• Start/End date (optional)

• Reward value: Points earned after approval

• Instant reward: (optional) Give small points immediately on submit, before review

• Differ by VIP tier: (optional) Set different rewards per tier

• Fraud prevention: Limit submissions per timeframe (e.g., 3 per day)

Step 3: Configure Design tab

Customize the popup UI customers see when submitting.

Form View:

• Upload image

• Headline text (e.g., "Share on TikTok")

• Detailed description with instructions

• Input label and placeholder

• Submit button text

Success View:

• Success icon

• Headline (e.g., "Submission Received")

• Message body (e.g., "Points will be awarded after review")

Step 4: Save and activate

Click Save. Make sure program status is Active.

Customer experience

Submitting a form

Customers can submit from:

• Widget → Way to earn → Submit form program

• Loyalty page → Block "Way to earn" → Submit form program

They enter text/link + optional images (max 5, JPG/PNG/JPEG, 10MB each).

After submission

• Customer sees success message

• If Instant reward enabled → points added immediately

• Submission status is Pending until staff reviews

• Once approved → full reward granted, logged in activity history

• If rejected → no reward. If instant reward was given, it will be refunded

Admin review process

View submissions

Go to Activities → Submitted forms to see all submissions.

Table columns:

• Submitted time

• Program name

• Customer name & email

• Submitted content (with copy button)

• Images (click to view/zoom)

• Status (Pending / Approved / Rejected)

• Actions

Approve or Reject

• Approve: Customer receives reward points, activity is logged

• Reject: No reward. If instant reward was given, it will be refunded (deducted)

Notifications (Shopify Flow & Klaviyo - Coming soon)

FAQ

Can I create multiple Submit Form programs? Yes. You can create different programs for different actions (e.g., one for TikTok, one for Instagram).

What types of content can customers submit? Text input (links, descriptions) plus up to 5 images (JPG, PNG, JPEG, max 10MB each).

What is Instant Reward? A small amount of points given immediately when customer submits, before review. If rejected, instant points will be refunded.

Can I change approved to rejected later? Yes. The reward points will be refunded automatically.

What happens if customer exceeds submission limit? They will see an error and cannot submit until the limit resets.