How can I automatically accept applicants?

How to avoid vetting and manually accepting every member applicant

Shelby Baldwin avatar
Written by Shelby Baldwin
Updated over a week ago

Note: We use "Program" and "Member" as label-agnostic terms to refer to any marketing you are using Buzzbassador to facilitate, whether you refer to it as an affiliate program, influencer marketing, ambassador program, referral program, creator partnerships, brand reps, partner program, etc.

Buzzbassador offers features that allow you to automatically accept applicants, making it even easier for you to scale your program! These features, when turned on, will automatically accept new member applications for you, without you needing to go to your Members page to review their application, and manually approve them. Below are explanations of the two available settings for automatically accepting applicants, and how to use them.

Option 1: Auto-approve ALL applications

If you want to automatically accept anyone and everyone who fills out your application form, use this setting! This is great for merchants who may not have strict eligibility rules, and have a more open-door policy as far as who they accept in their program. Here's how to turn it on:

  1. Navigate to the 'Settings' page inside of Buzzbassador

  2. Go to 'Preferences'

  3. Click the 'Automatically Approve All Applicants' box to turn the feature on.

KEEP IN MIND: With this feature, you won't have any way to vet the applicants. Whoever applies will be accepted, and they will immediately receive the "Your application was accepted" email (if it's turned on), have a Buzzbassador account created for them, and have their referral code and affiliate link created -- no matter who they are. Because there is no manual vetting process, if you have multiple program tiers, any auto-accepted applicants will be added to your DEFAULT program tier.

Option 2: Auto-approve ONLY applicants who are recognized as previous customers (those who have made a purchase from your Shopify store)

With this feature, you can set a condition for applicants to automatically become a member of your program only if they purchase from your store first. So, any applicant who makes a purchase with the discount code of your DEFAULT program tier will be automatically accepted. Here's how to turn it on:

  1. Navigate to the 'Settings' page inside of Buzzbassador

  2. Go to 'Preferences'

  3. Click the 'Automatically Approve Customer Applicants' switch to turn the feature on.

Now, when someone who has filled out an application for your program places an order from your store and uses your DEFAULT tier's program discount code at checkout, they will be automatically accepted! This is how many merchants who want their members to purchase before joining automate that process.

KEEP IN MIND: Just like the previous auto-accept feature, you won't have any way to vet the applicants who purchase from you. Whoever applies and purchases with your program discount code will be accepted, and then will immediately receive the "Your application was accepted" email (if it's turned on), have a Buzzbassador account created for them and have their referral code and affiliate link created -- no matter who they are. Because there is no manual vetting process, if you have multiple program tiers, any auto-accepted applicants will be added to your DEFAULT program tier.

ALSO -- If you want to utilize this feature, there are two other requirements to note in order for the automation to work:

  1. Your Default program tier's discount code's customer eligibility settings MUST be set to "Everyone" so that your applicants (not members - yet) can place an order with it.

  2. Since the applicant gets accepted to your Default program, they MUST use the discount code for the default program only.

  3. When an applicant places an order with the default tier discount code, they MUST use the same email address that they used on their member application in their checkout information. This is the only way our app can cross-check for purchases from applicants. If the same email address is not used, the purchaser will not be automatically accepted into your program.

If you need any further help with this topic (or anything else!), please don't hesitate to send us a chat at the bottom right corner of your app screen, or email us at [email protected]!

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