Deliver the good news properly
The approval email is your program's best marketing moment. These templates confirm the amount, explain exactly how the member receives it (bill credit vs. check) and when, and close with a share prompt and a pointer to the next program they qualify for. Small touch, real word-of-mouth.
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The end of “just checking in” calls
A ready-made notification sequence — received, in review, needs correction, approved, paid — that keeps members informed at every workflow step.
Two minutes to “yes, you qualify”
A short public quiz that tells members instantly which programs and rebate amounts they qualify for — and routes them into the right application.
Missing documents, without the phone tag
An automated correction sequence: specific missing-item requests, a secure edit link, and polite escalating reminders until the application is complete.
A full rebate program in one save
The whole rebate stack in one bundle: application form, review workflow, budget tracker, notifications, inspection form, and reporting — pre-connected.
Free with any plan · Sets up in 5 min
Approval & Payment Notices
Free with any plan · Sets up in 5 min