To view a referral’s details, select Referrals > All Referrals. Then, locate and click on the referral you'd like to view. This will open up the Referral Profile drawer view.
Using the Referral Profile view
In this view, you will see all referral demographic information (such as name and email), their Referral Status, Referral Visits, Page Views, reward activity, and much more.
Here’s how to check and modify a referral’s properties with the Referral Profile.
Main overview
At the top of the Referral Profile view, you’ll find essential information about a referral:
Referral Status: Pending, Qualified, Approved, or Denied
# Days Ago Last Updated
Referral Visits: Number of visits they’ve made to your landing page and website
Page Views: Number of pages viewed during all of their referral visits
Updating a referral status from the Referral Profile
You can update a referral’s status from the Referral Profile. Click on the status to bring up a drop down menu, then select the new status for the referral.
If a referral’s status is Pending, you can change that status to Qualified, Approved, or Denied.
If a referral’s status is Qualified, you can change that status to Approved or Denied. You cannot change their status back to Pending.
If a Referral’s status is Denied, you can change their status to Pending, Qualified (if they haven’t yet been Qualified), or Approved.
If a referral’s status is Approved, you cannot change their status.
When you're updating a Referral Status to Qualified or Approved, you can enter the sale amount, an optional note to the member who sent the referral, and a private note that only program admins can see.
If you’re updating a Referral Status to Approved, this status will create member and referral rewards and send a message.
Edit Properties
The Edit Properties button will open a pop-up window where you can edit the following info about a referral:
First Name
Last Name
Email Address
Phone
External Identifier
Company
Amount of sale (Note: Any previous rewards based off of amounts will not be changed as a result of amount changes)
Custom Text and Custom Options fields
Note for Member in Member Portal
Private Note (only visible to admins)
More Options drop down
With the More Options drop down, you can take the following actions:
Add a reward
Add the referral as a member (of the program they were referred through)
View their Visit History (which webpages they’ve visited with Referral.js tracking installed)
View their Activity Log (log of when the referral was added – and when they were updated, if applicable)
Delete the referral
Details Tab
View the referral’s details in four organized categories:
Program
View program information for the referral, including:
Program name
Referring member’s name
Referral ID
Created Date
Dates qualified and approved (if applicable)
Transaction amount
External ID
Note to Member
Private Note (only for Admin)
Contact
View the referral’s contact information.
Additional Fields
View any values entered in the Custom Text and Custom Options fields.
Source
View the referral’s Create Source, any UTM information, and their Browser Referral URL.
Rewards Tab
View all rewards associated with the referral, including each reward’s status and the date they were issued.