Admin Navigation

Learn the different navigational tabs within your Referral Rock account

Updated this week

Below is a brief description of each section of Referral Rock and what information you will find under that section.

  1. Home - This is your home screen when you log into Referral Rock. On this page, you will see your program statistics and any outstanding action items that you may need to take (such as a low gift card balance).

  2. Programs - The Programs tab displays all active and draft programs within your account. From this page, you can navigate into any program's details page to get more insight into each program or take quick action on a program, like jumping into the program editor from the actions bar.

  3. Analytics- View your Member or Referral Visit Dashboards and access a list of downloadable reports.

  4. Campaigns - The Campaigns tab is where you will manage your referral program's automated member invitations.

    1. Member Campaigns lets you send email campaigns to existing members to increase their engagement.

    2. The Member Invites page will allow you to setup and send an invite campaign to any pending or imported potential members.

    3. The Program Link Builder tab creates access links to promote your program on existing websites, apps, and emails. After clicking a link, the person instantly gets into their Member Portal to start sharing.

    4. From the Automations page, a user will see a dashboard of all invitation history, view any pending invitations, and manage the rules associated with any automated invitations.

  5. Members - View your entire list of Members, add a single Member, import Members, view Member requests, and manage Email Campaigns.

  6. Referrals - View your list of Referrals, add a single Referral, or import a CSV file of new referrals, updated referrals, or sales entries.

  7. Rewards - Manage all rewards and payouts associated with your account. From here an Admin can click to see a list of all rewards, review pending rewards, and manage payouts.

  8. Settings

    1. Billing will give you access to manage billing settings

    2. Branding will give you access to setting up all items related to branding your referral program

    3. Email Block list will allow you to set email addresses that are blocked from receiving emails

    4. Integrations are where you will manage all the integration settings

    5. Logs for your Payment History, Email History, Integration Events, Fraud, Program Activity, and more!

    6. Notifications for settings related to admin email notifications

    7. Team Management for adding new team members and setting their access

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