Referral List Page

A walkthrough of the referral list page

Updated over a week ago


The Referral List page gives you a list of all Referrals.

To access your list, select Referrals > List or click here.

Use the drop down menu to refine your referral list by program. By default, your referral list will sort by the "Last Updated" column. Select another column title to sort by Name, Amount, Created Date, Qualified Date or Approved Date.

  • Referral shows the referral's name on top and their external ID below, if available.

  • Status indicates the referral's current status (Pending, Qualified, Approved, or Denied).

  • Amount is the amount spent by the referral (if passing this information into Referral Rock).

  • Member/Program shows which member referred this person, and what program the member/referral are tied to.

  • Last Updated tells you the last time the referral was updated either by an automatic or manual update.

  • Created Date is when the referral was created/added in Referral Rock.

  • Qualified Date is when the referral was Qualified. If you do not use Qualified status or they were never in Qualified status, this will appear blank.

  • Approved Date is when the referral was Approved. If the referral was never placed in the Approved status, this will appear blank.

  • Actions:

    • View Details.

    • Edit Referral.

    • Status drop-down - Change the Referral's status by clicking this button and selecting the proper status. If the referral is Approved, this option is no longer available as 'Approved' is a final status.

    • Add Referral as a Member - This will create a Member account using the Referral's information, allowing the Referral to be a Member as well.

    • Delete Referral - This action cannot be undone.

Download Referral List

If you would like to download a CSV of all Referrals, choose All Programs. Otherwise, choose which program you would like the list for.

At the bottom of the Referral List, there is a downward arrow. Click this arrow to download the CSV.

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