Adding a Single Referral
1. Select Actions > Add Referral
You can access the Actions button from any admin page.
2. Select the Referring Member (the member who brought in the referral).
If the referring member is not part of a program yet, you’ll need to add them as a Member before you add the referral.
Referrals can't be added under a referring member if that member is disabled.
3. Select the referral’s Status (Pending, Qualified, Approved or Denied).
If this status triggers member and/or referral rewards within the referring member’s program, rewards will be created.
4. Enter the referral’s email address and or External ID. At least one of these fields is required to add the referral.
5. Enter the referral's first and last name.
6. Enter additional information about the referral if you wish, including the referral’s company and sale amount (if available).This is not required; you can always add additional information later via the referral’s Profile.
7. Select Add Referral. The referral is now added and associated with the member you selected.
If you need to add more information about a referral, you can edit their information by accessing their Referral Profile page and selecting Edit Properties.
Adding Referrals in Bulk
You can add referrals in bulk via a Bulk Import. Please note that referrals must be associated with a member to be imported to your account.
For more information on this process, see our Import Guide.
1. Select Actions > Bulk Import
2. Select Import New (under Referrals).
3. Upload a CSV, XLSX or XLS file of referrals’ information that follows the import guidelines, or use the import example template as a starting point. You can also copy and paste existing table data from a spreadsheet.
4. You’ll get a preview of the import – make sure you’re happy with the way the records were imported and check for any errors.
5. Once you are happy with your import preview, click Import to finish importing the referrals.
Note: A referral’s Create Date is automatically set to reflect when the referral was added to Referral Rock and can’t be manually entered or edited.