Overview
A referral can be one of four statuses:
Pending
Qualified
Approved
Denied.
All referrals enter Referral Rock as a Pending referral, however, not every status needs to be used.
We recommend that customers choose to line up the referral statuses with their sales process as well as when they will be issuing rewards.
Most commonly, customers issue rewards on the Approved status. However, you may set your rewards to trigger based on any of the statuses inside of Referral Rock, with the exception of Denied.
An example sales process lined up with Referral Rock's statuses:
A new lead submits their information and they become a referral = Pending Status
The lead meets with a sales representative at your company = Qualified Status
The lead becomes a customer = Approved status
Updating Referral Statuses
You can update a referral status manually, in bulk via CSV import, or via a referral update integration.
Important notes about Status changes:
A status can be changed back and forth between
DeniedandPendingA Referral can only be changed to
QualifiedfromDeniedif it has never been inQualifiedstatus beforeAfter a Referral is set to
Approvedno changes can be made to the statusIf you need a prohibited change made, please reach out to support with the ID of the Referral and the desired status
Manual update
Follow these steps to manually update a referral's status.
1) Select 'Referrals' in the nav menu.
2) Locate the referral you'd like to update. On the right-hand side, you'll see the Status drop-down menu.
Click on the button and choose the status you'd like to update the referral to. Keep in mind once you approve a referral you cannot move them back into a pending or qualified status, you would need to remove and re-add the referral manually.
3) Referral Details - You may also update a referral's status on their details page. On the right-hand side under Referral Status, select the desired status to update the referral.
Bulk update via CSV
Follow these steps to bulk update referral statuses:
1) Select Actions > Import > Referral Update (or click here)
2) Upload your CSV file
Read through our Import Guide for how to successfully import a CSV file
Referral update integration
See the Referal Activity Update section of the Track Lifecycle article in the Integration Docs.