# Submit Form

{% hint style="info" %}
This feature is available for **Advanced and above plans**
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### Overview <a href="#user-content-overview" id="user-content-overview"></a>

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 <a href="#user-content-how-to-set-up" id="user-content-how-to-set-up"></a>

{% embed url="<https://youtu.be/SqkF8jgQLGQ>" %}

#### Step 1: Create the program <a href="#user-content-step-1-create-the-program" id="user-content-step-1-create-the-program"></a>

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 <a href="#user-content-step-2-configure-rule-tab" id="user-content-step-2-configure-rule-tab"></a>

* **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 <a href="#user-content-step-3-configure-design-tab" id="user-content-step-3-configure-design-tab"></a>

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 <a href="#user-content-step-4-save-and-activate" id="user-content-step-4-save-and-activate"></a>

Click **Save**. Make sure program status is **Active**.

### Customer experience <a href="#user-content-customer-experience" id="user-content-customer-experience"></a>

#### Submitting a form <a href="#user-content-submitting-a-form" id="user-content-submitting-a-form"></a>

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 <a href="#user-content-after-submission" id="user-content-after-submission"></a>

* 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 <a href="#user-content-admin-review-process" id="user-content-admin-review-process"></a>

#### View submissions <a href="#user-content-view-submissions" id="user-content-view-submissions"></a>

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 <a href="#user-content-approve-or-reject" id="user-content-approve-or-reject"></a>

* **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) <a href="#user-content-notifications-shopify-flow--klaviyo" id="user-content-notifications-shopify-flow--klaviyo"></a>

### FAQ <a href="#user-content-faq" id="user-content-faq"></a>

**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.