Overview
The Referral List page gives you a list of all Referrals.
To access your list select Referrals > View All or click here.
Use the search bar at the top of the Referral List to quickly search for matching referral data across all columns.
Filter your referral list
There are many ways to filter your referral list.
Use the Quick Filter tabs at the top of the list to filter referrals by Referral Status (All, Pending, Qualified, Approved, or Denied).
Use the Filters button to refine your referral list based on values in any of the columns. Common filters include but are not limited to:
Referral name
ID
Email
Status
Referring Member
Program name
Created Date (when referral was added)
Last Updated Date
Approval Date
Qualified Date
Amount
Source
Notes
UTM Source/Medium/Campaign
Browser Referral URL
Member Referral Code
Member Note
Custom Option and Custom Text fields
Apply multiple filters at once with an AND or OR condition.
Change your referral list view
You can use the Columns button to show or hide the columns of your choice (use the search bar to quickly find the desired column).
You can’t hide the Referral, Email, and Status columns.
You can also use the Density controls to toggle how close together the rows of referrals are displayed, based on your viewing preference.
Download Referral List
If you would like to download a CSV of all referrals, choose All Referrals and click Export on the top right.
Otherwise, choose which filters you would like the list for, then click Export on the top right to download the filtered list.
You will receive a link to download the CSV in your email (valid for 60 minutes).
View Referral Profile
Click on the name of any referral to view their detailed Referral Profile. (Learn more about the Referral Profile view here.)