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 Scale and Plus plans. See pricing →
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.
Go to Campaigns
Click Referrals on the campaign you want to view
Enter the email of the advocate or the referred friend in the Search bar
Click on the referral ID to open the referral details
Click on Manually assign to Order on the upper right side of the page
Enter the order ID as shown on your Orders page in the Shopify Admin
Click Assign Order and Mark Complete to confirm.
📝 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.
Go to Campaigns
Click Referrals on the campaign you want to view
Enter the email of the advocate or the referred friend in the Search bar
Click on the referral ID to open the referral details
Click on Unblock on the upper right side of the page
Click Unblock and Process to confirm.
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.
📝 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.