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Referral Details Page

A walkthrough of the referral details page

Updated over a week ago

When you click on a specific referral inside of Referral Rock, it will open their referral details page. This page will provide you with important information about the referral.

  1. Referral Details include their name, Internal ID, email, external ID, source, etc.

  2. Program Details indicate what program they are a part of and what Member referred them.

  3. Referral Status shows the current status, amount, Qualified Date, Approved Date, and any notes.

  4. Payments Owed will show you any rewards this Referral is owed but have not been issued yet.

  5. Rewards for Referral is a history of rewards this Referral has qualified for. Includes name of the Reward, Status, and Amount. Actions allow you Edit, Issue, or Delete rewards. Not every reward type will have all options. This will only show if a reward rule is configured for Referrals.

  6. Activity logs all the activity associated with a referral, including when they are added, qualified, and approved, and when reward details are added.

  7. Member Rewards Generated keeps track of all rewards the associated member has earned for bringing in this Referral.

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