Bonus Delivery Automation, no manual work, instant access

TLDR

You verify the purchase, you tag the contact as verified_buyer, and you deliver the bonus vault automatically. You add a booking link, a checklist, and a 7 day setup sequence. You record redemption, you cap monthly slots, and you revoke access on refunds.

Goal

You reduce support load and error rate by removing manual checks. You improve time to value by giving access within minutes of payment.

What you set up

• One verification form that collects buyer email, workspace URL, plan, country, and order proof.
• One webhook or API call that confirms the order with the affiliate or billing platform.
• One membership or shared folder that holds the bonus vault with role based access.
• One workflow that grants access, sends the welcome email, and starts onboarding.
• One fraud guard that flags mismatched emails, duplicate redemptions, and high risk countries.
• One KPI board that shows verifications, redemptions, time to access, no shows, and refunds.

Trigger map

• Form Submitted, Bonus Verification.
• Event Received, Payment Verified or Subscription Created.
• Tag Applied, verified_buyer.
• Tag Applied, refund_requested or payment_failed.
• Tag Applied, abuse_flag or duplicate_attempt.
• Event, Subscription Canceled.

Data model, minimum fields

• buyer_email, billing_email, and workspace_url.
• plan_name, plan_period, order_id, payment_processor, and purchase_date.
• affiliate_id, subid1, subid2, subid3 for attribution.
• verification_status, pending, verified, declined.
• access_status, granted, revoked, paused.
• redemption_date and access_expires_date if time bound.
• fraud_score, 0 to 100, and fraud_reason.
• refund_status and refund_date.

Template, communication order

1. You send “Access granted” with the vault link, a short checklist, and the booking link.
2. You send Day 1, connect domain and calendar with one step each.
3. You send Day 2, import snapshot and publish one funnel.
4. You send Day 3, pricing math and one automation test.
5. You send Day 4, reputation setup with SPF, DKIM, DMARC.
6. You send Day 5, first promo plan and tracking notes.
7. You send Day 6, reviews engine or reactivation workflow.
8. You send Day 7, quick recap and next milestones.

Variants to avoid duplicate feel

• You swap the first two tasks by niche, agency first vs local services first.
• You rotate two welcome layouts, simple list vs checklist with toggles.
• You offer an optional mini course track for creators vs consultants.
• You change the CTA wording based on plan, Starter vs Pro.

Internal linking

• You link each email step back to a specific vault lesson.
• You link the booking button to a pre filtered calendar for new buyers.
• You link the “Need help” line to a scoped support form with categories.
• You link the “Rules” line to the bonus policy page above the fold.

Content ops

• You store all assets in a single vault with clear section names.
• You keep one master checklist that matches the email sequence.
• You record a 90 second Loom that explains the verification form.
• You publish a status page that shows current monthly bonus cap.

Compliance and brand safety

• You place the affiliate disclosure near the first CTA in all pages.
• You avoid income claims and you stick to features and workflows.
• You use nominative brand mentions only and you avoid impersonation.
• You revoke bonus access when refunds are processed per policy.

Performance targets

• Median time to access under 30 minutes from verification.
• Verification approval rate above 85 percent on legitimate claims.
• Setup call booking rate above 40 percent within 72 hours.
• No show rate under 20 percent with reminders enabled.
• Fraud decline rate under 3 percent with low false positives.
• Refund related revocations processed within 24 hours.

Automation blueprint

• Trigger, Form Submitted, Bonus Verification, set verification_status to pending and create a review task if auto verification fails.
• If webhook confirms purchase, set verification_status to verified, apply verified_buyer, and grant vault access.
• When verified_buyer is applied, send the welcome email, add the checklist, and show the booking link.
• When booking is created, attach the event to the contact, add pre read notes, and create a follow up task.
• After 72 hours without booking, send a short SMS nudge for opted in users and a fallback email with two time slots.
• If refund_requested or payment_failed appears, pause access and open a rescue path.
• If refund is processed, set access_status to revoked and remove time based resources.
• If subscription is reactivated, set access_status to granted and send a welcome back email.

Fraud prevention, practical rules

• You require order_id or a billing screenshot with email and plan visible.
• You compare buyer_email to billing_email and workspace_url domain.
• You block disposable or mismatched domains and you request clarification.
• You rate limit verification attempts per 24 hours per user and per IP.
• You cap bonus redemptions per month and show current availability on the page.
• You tag duplicate_attempt when order_id has been claimed previously.

QA checklist

• You submit a test form and verify that vault access arrives in under 5 minutes on a known good case.
• You test a mismatch case and verify that the “We need one detail” email fires.
• You verify that a refund event revokes access and removes calendar links from emails.
• You confirm that all emails include the disclosure, support scope, and checklist link.
• You confirm that vault content loads on mobile, that links resolve, and that files open.
• You audit 10 redemptions weekly for correct attribution and correct plan status.

Tracking setup

• You append utm_source, utm_medium, and utm_campaign to all verification links.
• You set subid1 to affiliate id, subid2 to asset id, and subid3 to creative variant.
• You fire events for Verification Started, Verification Completed, Vault Access Granted, and Booking Created.
• You compute time_to_access and time_to_booking in minutes.
• You report redemptions and revocations by source, page, partner, and creator.

Troubleshooting

• If approvals lag, you tighten the webhook mapping and standardize the order_id field.
• If access emails land in spam, you authenticate sending domain and reduce links in the first email.
• If many buyers skip booking, you move the booking button above the fold and add two fixed time options.
• If fraud flags hit good buyers, you lower the fraud threshold by 5 points and add a manual review lane.
• If revocations fail, you move the revoke step to a system user with guaranteed permissions.

CTA blocks to paste

• Primary, Submit verification to get instant access.
• Secondary, Book your 30 minute setup call.
• Note, Bonus is delivered only after verification and stays active while the subscription is active.

FAQ

How long does verification take
Most buyers receive access within minutes when the webhook confirms the order. Manual reviews finish within 24 hours on business days.

What proof do I need
You provide the order id or a billing screenshot that shows the plan and the email used for purchase.

Can I change the email on my bonus account
Yes. You update the login email in the vault profile after verification or you submit a short change request form.

What happens if I request a refund
Access pauses during review. If the refund is approved, access is revoked and time based resources end. Static downloads remain per policy.

Can I redeem the bonus later
Yes within the stated window. You submit the verification form any time inside that period and access begins on approval.

Does verification work for annual plans
Yes. The same process applies. Plan period is recorded and the bonus follows the active subscription.