When you have the setting “Require confirmation before sending a gift card to a verified visitor” enabled, you can manually confirm incentives before they are sent to your open house guests. Follow these steps to manage and confirm incentives:

Step 1: Receive a Text Message Notification

1. Submit a Form: Each time a visitor submits a form linked to an incentive, you will receive a text message notification.
2. Click the Link: The text message will contain a link. Click on this link to proceed to the confirmation page.

Step 2: Access the Confirmation Page

1. Open the Link: The link in the text message will take you to a page where you can manage the incentive.
2. View Available Balance: On this page, you will see your available balance and the status of the gift card for the visitor.

Step 3: Confirm the Incentive

1. Check Gift Card Status: The page will display the status of the visitor’s gift card, indicating whether it is “Pending Agent Confirmation” or “Transmitted”.
2. Confirm the Incentive: If the status is “Pending Agent Confirmation”, you can confirm the incentive. Click on the “Confirm” button to proceed.
3. Prevent Duplicate Confirmations: The system will not allow you to confirm the incentive more than once. Once confirmed, the incentive will be sent to the guest shortly after.

Step 4: Monitor Incentive Status

1. Check Balance and Status: Regularly monitor your available balance and the status of incentives on the confirmation page.
2. Ensure Smooth Processing: Confirm incentives promptly to ensure guests receive their gift cards in a timely manner.

Tips for Managing Incentives

• Timely Confirmation: Confirm incentives as soon as you receive the notification to maintain a positive guest experience.
• Monitor Notifications: Keep an eye on your text message notifications to avoid missing any incentive confirmations.
• Balance Tracking: Regularly check your available balance to manage your incentives effectively.

By following these steps, you can manually confirm incentives for your open house guests and ensure they receive their gift cards promptly and efficiently.