Managing Claims
Overview
Claims management allows you to review and process customer submissions for your promotions. The platform provides a table-based interface to view all claims, filter by various criteria, and take bulk actions on multiple claims simultaneously.
Tip: The claims table shows all submissions with their current status, allowing you to efficiently process claims and maintain customer satisfaction.
Option 1: Accessing the Claims Management Interface
To manage claims for your promotions:
- Navigate to Promotions: Go to the promotions section in your dashboard
- Select Promotion: Click on a specific promotion to view its details
- View Claims: The claims table appears below the promotion information
- Manage Claims: Use the table interface to review and process submissions
You can also access all claims across your company by going to the main requests/dashboard section (Option 2).
Option 2: Accessing the Claims Management Interface
To manage claims for your promotions:
- Navigate to Requests: Go to the requests section in your dashboard
- View Claims: The whole page is dedicated to claims, all claims from all promotions are shown
- Manage Claims: Use the table interface to review and process submissions
You can also access all claims across your company by going to the promotions/dashboard section (Option 1).
Claims Table Overview
The claims table displays key information for each submission:
Basic Claim Information
- Claim ID: Unique identifier for each claim
- Customer Name: First and last name of the claimant
- Campaign: Name of the promotion being claimed
- Submission Date: When the claim was submitted
- Claim Status: Current processing status
Auto-Approval Status
- Traffic Light System: Visual indicator of claim validity
- Green (GOOD): Claim passed automatic verification
- Yellow (CHECK): Claim needs manual review
- Red (BAD): Claim failed automatic verification
Shipping and Tracking
- Shipping Method: Customer's chosen shipping option (defaults to set shipping method, customer selected methods are not available yet).
- Tracking ID: Shipment tracking number when available
- Postal Code: Customer's delivery address postal code
Claim Statuses
Claims progress through different statuses during processing:
Available Statuses
- To Review - New claim awaiting review
- Approved - Claim approved and being processed
- Declined - Claim rejected
- On Hold - Claim temporarily suspended
Status Management
- Change individual claim statuses
- Use bulk actions for multiple claims
- Track status changes over time
- Filter claims by current status
Filtering and Search
Find specific claims using the available filtering options:
Filter Options
- Status Filter: Filter by claim status (TO REVIEW, APPROVED, DECLINED, ON HOLD)
- Campaign Filter: Filter by specific promotion
- Date Range: Filter by submission date
- Auto-Approval Status: Filter by traffic light status
Search Functionality
- Search by customer name
- Search by claim ID
- Search by postal code
- Combine multiple filters for precise results