Managing the status of your referrals

Unlock the power of personalized control in your referral campaigns

Ana Rincon avatar
Written by Ana Rincon
Updated over a week ago

Introduction

Unlock the potential of hands-on referral management and discover the power of customization. In this guide, we'll walk you through the process of manually managing referrals, giving you the tools to tailor your strategy for diverse situations and individual preferences.

✨ Referral campaigns are available on the Plus plan. See pricing β†’


Marking referrals complete

By default, referrals are automatically assigned to orders when the referred friend places their first order, but for added flexibility, you can use the option to manually assign referrals when needed. This ensures that your referral tracking remains adaptable to your specific needs.

  1. Go to Campaigns

  2. Click Referrals on the campaign you want to view

    Referral campaign list
  3. Enter the email of the advocate or the referred friend in the Search bar

  4. Click on the referral ID to open the referral details

  5. Click on Manually assign to Order on the upper right side of the page

  6. Enter the order ID as shown on your Orders page in the Shopify Admin

    Manually Assign Order to Referral pop-up
  7. Click Assign Order and Mark Complete to confirm.

πŸ“ Important Note: This action cannot be undone. However, you can still deactivate any reward issued by going to the Discounts page.


Unblocking referred friends

Whether addressing specific scenarios or simply providing a more personalized experience, this feature ensures flexibility in managing the status of referred friends, allowing you to unblock friends when circumstances demand.

  1. Go to Campaigns

  2. Click Referrals on the campaign you want to view

    Referral campaign list
  3. Enter the email of the advocate or the referred friend in the Search bar

  4. Click on the referral ID to open the referral details

  5. Click on Unblock on the upper right side of the page

  6. Click Unblock and Process to confirm.

    Unblock Referral pop-up
  7. The referral status will change from Blocked to Pending. The referred friend will be able to follow the referral link again to claim their reward or you can manually assign the referral to an order.

πŸ“ Important Note: Once unblocked, the action cannot be reverted.


Common question

Can I assign a referral to a draft order?

No. You can only assign a referral to paid orders.

Can I manually block a friend?

No. Referrals are automatically marked as 'Blocked' if the security system is flagged for different reasons. You can read more about it here.

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