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Referral Analytics Explained

Referral dashboard data and endpoints explained

James Dohm avatar
Written by James Dohm
Updated today

Introduction

Referral analytics act as a guide to understanding how your referral campaigns perform. This article walks through each of the key metrics you’ll find.

In-app Metrics for Referrals

Revenue Metrics

  • Total Referral Revenue Generated is calculated by summing friend revenue and advocate revenue

  • Friend Revenue Generated is calculated from orders associated with referred referrals (orders where the customer was referred by someone else)

  • Advocate Revenue Generated is calculated from orders associated with referrer referrals (orders from customers who have referred others)

Traffic and Status Metrics

  • Referral Traffic counts the total number of referrals created (unique referral link clicks)

  • Blocked counts referrals with blocked status

  • Claimed refers to referrals with status pending or completed (friends who signed up and claimed a discount)

  • Completed refers to referrals with status completed (referrals that resulted in an order)

Performance Metrics

  • Top Advocates are customers ranked by their completed referrals count

  • Claim Rate is calculated as the percentage of claimed referrals versus claimable referrals (non-blocked referrals)

  • Conversion Rate is calculated as the percentage of completed referrals versus claimed referrals

  • New Customers Acquired counts completed referrals (new customers who made their first purchase through a referral)

Discount Metrics

  • Total in Friend Discounts sums the discount amounts used by referred friends

  • Total in Advocate Discounts sums the discount amounts used by advocates (referrers)

Source and Share Metrics

  • Top Advocate Signup Sources tracks where advocates are coming from based on UTM parameters in widget events

  • Top Advocate Share Clicks tracks which sharing methods (social media, email, etc.) advocates use most, based on share_type property in widget events

All metrics are calculated within specific date ranges and support comparison with previous timeframes for trend analysis.

Technical Endpoints for Widget Events and Referrals

Widget Events API

Returns logs of widget interactions such as clicks, shares, and loads on referral widgets.

Key Query Parameters:

  • app_widget_type: e.g. referral_social_share

  • filters[action_type]: e.g. click

  • filters[customer_id]: filter by specific customer

Response Fields:

  • type: always widget_event

  • action_type: user interaction type (e.g. click)

  • app_widget_type: the widget type (e.g. referral)

  • properties.share_type: channel used to share (e.g. sms, email, etc.)

Example widget event:

{
"type": "widget_event",
"id": "5861bb7-7ec8-467e-a630-cee3c2289e59",
"attributes": {
"app_widget_type": "referral_social_share",
"action_type": "click",
"properties": {
"share_type": "sms"
},
"time_at": "2025-05-04T19:22:11.000Z",
"url_path": "/pages/refer-a-friend",
"visitor_token": "9646dbf9a7ed4873585cdb9dbf9f",
"customer_id": null,
"shop_id": null
}
}

Referrals API

Returns all referral entries including status, discount claimed, and conversion data.

Useful Filters:

  • status: blocked, pending, completed

  • customer_id: to isolate referral activity by a specific advocate or friend

  • since_id, pagination: for iterating through large datasets

This endpoint powers bulk reporting and data warehousing pipelines for deeper analytics or exports.

Referral Campaigns analytics

Visit the campaigns dashboard to see a high-level overview of the following metrics:

Metrics term

Description

Status

Current state of a referral campaign, e.g., active, inactive.

Clicks

The number of times all campaign referral links have been clicked.

Claims

The number of times the referral offer has been claimed by users, meaning the friend has signed up and claimed the code.

Completed

The number of referral claims that have been fully completed, usually resulting in a reward for the advocate and the friend.

Revenue Generated

The total revenue that has been generated from the referral campaign, including any transactions made by referred users.

Common Questions

What’s the difference between Claimed and Completed?
Claimed means the friend signed up and used their discount. Completed means the friend placed a purchase and the referral is now eligible for advocate rewards.

Why are my Top Advocates not showing recent activity?
Top Advocates only reflect completed referrals. If their referrals are still in pending or blocked status, they won’t be counted.

Can I track where advocates are sharing links?
Yes. Use widget events with share_type to see if they shared via email, sms, etc.

What causes a referral to be blocked?
Fraud prevention logic. Examples include duplicate IPs, self-referrals, or abuse patterns detected by the platform.

Why isn’t the referral revenue matching Shopify sales?
Rivo only attributes revenue to orders where the referral metadata is present and verified. Orders outside the program or without attribution won’t be included.

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