My Referrals Tab

Adjust the settings for the My Referrals Tab on the Member Portal

Updated over a week ago

My Referrals Tab 2.0 is turned on for all new accounts (signed March 7, 2024 or after).

If your account was created before then (or you’re not sure), submit a request to get the feature turned on for your account (select Enable new features > Member Portal - Referrals & rewards card layout).

For the Legacy My Referrals Tab, please check here.

The Referrals Tab on the Member Portal keeps your members up to date on their referrals and where they are in your sales process.

Settings

To edit the Referrals Tab:

  1. Navigate to the Portal Page of the Program Editor

  2. Select My Referrals from the drop down menu

  3. Select Edit Page

Enable or Disable the Referrals Page

This button toggles the availability of the Referrals Page. This is Enabled by default. If set to Disabled, the Referrals tab will be removed and will not be shown to members.

Property to use for Referral Name

This property determines the field that is used to identify each Referral. You can toggle between multiple options including Full Name, Email, Company name, External ID, or custom fields.

Currency for Sales Amount

Choose the currency you want to use for the Sales Amount. You may also use units if this better fits your needs.

Available Properties

Select the referral properties you want displayed in the Card/Table View and in the Referral Details/CSV Export. Unselect any properties you don't want the Member to see.

You may select up to 6 properties for the Card/Table View. There is no limit for the Referral Details and CSV Export.

Portal Language

Optimize the language for the Referrals Tab by clicking on the Edit Text option at the top left corner of your screen. You may update the Headers, Labels, Descriptions, Filters, Properties, and more.

Member Experience

Members will access their My Referrals tab to understand what referrals they've made, where they are in your sales process, and see any other relevant details.

Zero state

If no referrals exist, members will see a share option. This provides a much better experience than an empty table. Once a referral is added, it will replace the share options.

When a member clicks on the share button a pop-up will appear listing the available sharing options for that device. Alternatively, members can copy the Share link directly.

Switching Between Card and List View

By default, your Referrals will be presented in Card View, including key details about them (Date, Sale Amount, Notes). You may switch to the Table View by clicking the top right corner icon symbolizing a list.

Card View:

Table View:

Referral Details

Clicking on a specific referral will show any additional details relevant to the referral based on the properties you selected.

CSV Export

Members may also export their referral information by clicking the Export button in the top right corner.

Search, Filter, Sort

Search, Filters and Sort options help members manage and find their referrals. Search for referrals in the search bar. Filter referrals by Status, Date, Name, and more. Sort columns.

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