Referral Module

Create referral offers with points or cash rewards, approve or reject the referrals members submit, and set up custom referral statuses.

For
Administrators
Last updated

Create Referral Offers

  1. On the left navigation menu, click Referrals.

  2. Mouse over the menu option and click + Referral Offers.

  3. Enter the necessary details:

    • Details: Title and description of the offer.

    • Values: Tie in your org context.

    • Drivers: Tie in your org context.

    • KRA: Tie in your org context.

    • Unit: Make this offer exclusive for specific groups or units.

    • Tools:

      • Allow Comment: Check this box to allow commenting in the activity feed for members.
      • Logo: Offer image (displayed on offer page for members).
      • Status: Active means offer can be accessed by members. Inactive means offer cannot be accessed. You can change active status by editing the offer.
      • Reward Points: Enter points to be earned by member for submitting referral on this offer.
      • Cash Reward: Enter cash to be earned by member for submitting referral on this offer.
      • Recurring: Select an option if reward is not one-off.
      • Allow member to member referral: If checked, members can send referrals to other members in the program.
      • Show member to member: Display referrer and recipient in referral full details page.
      • Show deal amount: If checked, deal amount can be seen by the referrer and the recipient.

  4. Click Save.

View Submitted Referrals

  1. On the left navigation menu, click Referrals.
  2. Click on a Referral Number to view full details of the referral.

Tabs

  • Submitted Referrals: Referrals submitted by members in the program.
  • Referral offers: Referral offers created by company admin made available to members.
  • Archived offers: Referral offers that have been turned off and not available to members
  • Affiliates: coming soon.
  • Anonymous Referrals: Referrals submitted by anonymous users, that is, users not logged in.

Approve or Reject Submitted Referrals

  1. On the Submitted Referrals page, under “Actions” column, click Approve or Reject.

Actions

  • Approved: System auto allocates the rewards associated with the referral offer to the member.
  • Rejected: Nothing happens.

When you click on an action, the system will ask you to confirm the action, and you will be able to add a note before confirming. This note is visible to the company admin only, and can be viewed when you access the full details of a submitted referral.

Reorder, Create, Edit Referral Status

  1. On the Submitted Referrals page, click Edit Status.

    • To create custom referral status, click Add.
    • To edit the label of an existing status, click Edit.
    • To reorder, simply drag up or down.

Need more help?

For questions about setting up or running your program, email hello@rewardco.com.

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