Offer Sign-up Questions
On top of standard platform signup questions, you can also add additional signup questions for partners when they apply for specific offers. This is an optional feature that you can enable for specific offers. This setting goes in tandem with partners applying for an offer and being manually approved by an admin. To enable this feature to be enabled at the offer level, go to Company > Customize Application and click ‘Offers’ in the Settings panel. Next, make sure the ‘Require Approval’ setting is enabled and Save.
Next, go to the offer profile that you want to enable additional offer signup questions for and click ‘Edit’ in the Settings panel on the right. Here, set the ‘Require Approval’ setting to Enabled and click Save. You will notice that a link will appear under the setting that will take you to the offer approval questions page, where you can add questions that will provide a simple text input response field for partners.
You can view the application and its responses by going to Offers > Offer Applications and clicking ‘View Responses’.
Offer Approval Questions for All ‘Require Approval’ Offers
If you are planning on adding a similar question for all required approval offers in your platform, you can save a bit of time by creating ‘global’ offer approval questions. When you have an offer set to require approval, the global offer approval questions will appear when the partners apply for the offer.
To add global offer approval questions, go to Company > Customize Application. In the Content section, click on ‘Offer Approval Questions’. On the next page, you can view existing global questions at the bottom table, and add new ones at the top. The same functionality exists here as it does in the offer-specific questions, the only difference is the questions here will appear in all required approval offers.