Once you have launched your application form (or forms) and started receiving applicants, the Applicants page is where you review each one and decide whether to approve them into a program or decline them. This article walks through the full review and approval flow.
If your account has Automatically Approve All Applicants or Automatically Approve Customer Applicants turned on, this manual approval flow may not be necessary; auto-approved applicants are accepted and routed automatically. See the linked auto-approval article for details.
[ LINK: How To Automatically Accept Applicants ]
Step 1: Open the Applicants page
Go to Members in the left side menu, then click the Applicants tab at the top right.
[ SCREENSHOT: Members page with Applicants tab highlighted ]
You will see a list of all applicants who have submitted an application but not yet been approved or declined. Each row shows the applicant's name, email, the form they submitted, and the program their form is configured to route to (the "Routed To" column). If the routed program is your default program, a Default tag appears next to it.
[ SCREENSHOT: Applicants list with the Routed To column visible ]
Step 2: Review each application
Click View on an applicant's row to see their full submission. This includes their account info (name, email, PayPal email, preferred referral code) and any custom questions you included in the form they submitted.
[ SCREENSHOT: Applicant review page showing full submission details ]
The Routed To indicator on the applicant's record tells you which program they will land in upon approval if you use automatic program routing. Applicants who submitted a form without specific routing configured fall back to your default program.
Step 3: Approve or decline
Return to the main Applicants list and select the checkbox(es) on the rows you want to act on. You can act on one applicant at a time or on multiple applicants at once.
Decline: click the Decline button. The applicant is removed from your applicants list and does not become a member.
Approve: click the yellow Approve button to open the Confirm Approval dialog (described below).
[ SCREENSHOT: Applicants list with checkboxes selected and Approve / Decline buttons visible ]
Choosing how to approve: Automatic vs. Manual program routing
When you click Approve, a Confirm Approval dialog appears with two options:
Use Automatic Program Routing (default): each applicant is approved into the program their form is routed to. If you have multiple forms routing to different programs, applicants are segmented automatically based on which form they submitted. Applicants whose form has no specific routing go to your default program.
Choose Program Manually: assign all selected applicants to a single program of your choice, overriding the form-based routing. Use this when you want to route applicants somewhere other than what their form is configured for (for example, promoting a high-quality applicant directly into your top-tier program even though they applied through your general form).
Pick the option that matches your workflow and click Confirm.
[ SCREENSHOT: Confirm Approval dialog showing Use Automatic Program Routing vs Choose Program Manually options ]
What happens after approval
Once an applicant is approved:
They are added to your Members page, assigned to the program determined by routing (or by your manual override).
They receive whatever the routed program is configured to provide: a referral code (if codes are enabled), an affiliate link of the configured type (if links are enabled), and so on.
The "Your application was accepted" email sends automatically (if the email is active).
A separate email goes out from Buzzbassador inviting them to set their member account password.
[ LINK: How To Onboard Members with Buzzbassador ]
[ LINK: How To Configure Your Program Settings ]
Notes:
Approval is permanent in the sense that the applicant becomes a member; you cannot un-approve someone, but you can move them to a different program at any time, or delete them entirely from your Members page if needed.
Declining an applicant removes them from the queue but does not prevent them from re-applying through the same or a different form.
[ LINK: How to move a member to a different program ]
[ LINK: How to delete a member ]