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Referral Menu Overview
Referral Menu Overview
Crystal McHenry avatar
Written by Crystal McHenry
Updated over 4 months ago

Overview

Within the new version of the Admin app, the Referral tab groups the following referral related sub-menus:

  • Dashboard Tab

  • Campaigns Tab

  • Commissions Tab

  • Share Links Tab

Dashboard Tab

The Referral > Dashboard tab allows you to drill into the performance of your referral programs and campaigns over time. Click here to learn more.

Campaigns Tab

The Referral > Campaigns tab is where you create and manage the details of each referral campaign, including commission details, reward payout settings/schedule, segments, emails, and portal customizations. Click here to learn more.

Commissions Tab

The Referral > Commissions tab is primarily a table of all referral commission activity, divided into tabs by status. Each tab can be searched with an email or filtered. And it includes an option to export on demand or setup an export schedule for a recurring report. Click here to learn more.

  • Pending = Most commissions start out in a pending status and need to be approved or denied - unless you have custom settings to automatically approve > pay.

  • Flagged = These are pending commissions that have been flagged by our system as potentially fraudulent activity. Click to learn more about this fraud feature.

  • Unpaid = These are commissions that have been approved, but not yet paid.

  • History = This table includes all commissions that have been approved/paid or denied.

Payment History

The Payment History button in the top-right corner of the Commissions tab is a table of all referral payout activity where you can view, filter, and export lists of all payouts. When multiple commissions are paid at once, they roll-up to a single payout record here. Click here to learn more.

Share Links Tab

The Referral > Share Links tab is where you can see and manage all of the share links that have been created for each contact that is enrolled and a member of a referral campaign. You can create/update share links for an individual contact here, or filter here and export for further analysis and integration. Select a share link row to dive in to details and edit.


​Note: If you are creating/allowing multiple share links per ambassador, then you will see a row for each.

Click here and here to learn more.

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