Overview
Admins, Managers, and Operators can manually add referrals to a program. Supervisors can also add referrals to their assigned program.
What we'll cover in this article:
Before You Start
Decide whether you want to add one referral at a time or import multiple referrals in bulk.
The referring member must be an active member.
You can't add a referral under a member whose account is disabled.
If the referring member is not part of a program yet, add them as a member first before adding a referral for them.
For bulk import, each referral must be associated with a member to be imported successfully.
Warning: A referral's Create Date is automatically set to when the referral is added to Referral Rock. This date can't be manually entered or edited.
Where to Find Add Referrals
Add single referral: Actions > Add Referral
Bulk Import: Actions > Bulk Import > Add (under Referrals)
You can access the Actions button from any admin page.
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).
3. Select the referral’s Status (Pending, Qualified, Approved or Denied).
Note: If the selected status triggers member and/or referral rewards within the referring member's program, those rewards will be created automatically.
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. Optional: Enter additional information about the referral, such as company and sale amount. You can always add this information later from the referral's Profile page.
7. Select Add Referral. You should see the referral added and associated with the member you selected.
Tip: To add more information about a referral later, open its Referral Profile page and select 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 Add (under Referrals).
3. Upload a CSV, XLSX or XLS file of referrals’ information.
Follow 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. Review the import preview. (Confirm the records imported correctly and check for any errors.)
5. Once you are happy with your import preview, select 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.
What's Next?
Edit a referral's details: Open the referral's Profile page and select Edit Properties.
Issue rewards for a referral: See How do I manually create or issue a reward? for more details.
Add or import members: Consult Manually Add Members and our Import Guide.