Configure your Referral Update Script Settings to customize the way your Referral Update Script behaves for a particular program.

To access these settings:

  1. Navigate to the Integrations Page (Settings > Integrations) and select Referral Update Settings under the Referral Update column

  2. Select the program from the drop down

Note: Referral Update Settings are program specific

Enable/Disable

By default, Referral Updates are disabled on all new programs.

In order for referral updates to log inside of Referral Rock, you must "Enable Referral Updates".

For security purposes, we highly recommend setting your Referral Update Status and Referral Update Amount from inside the Referral Update modal. These settings will override any value that is placed inside of the referral update script.

Referral Update Status Behavior

This is the referral status that all updated referrals will be have when updated inside of Referral Rock upon the referral update script firing.

You may choose from Pending, Qualified, Approved or to use the value that is set in the script.

Referral Update Amount Behavior

This is the referral amount that will be associated with updated referrals when updated inside of Referral Rock upon the referral update script firing.

You may choose to enter a Fixed Amount, disable the referral amount field, or use the value that is placed in the script.

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