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Managing referrals

Redeeming a referral code

To reward your customers for redeeming a valid referral code, you can create a rule with a Referral code is valid condition and any desired effects, such as a direct discount.

Learn more about it in our Developer Docs.

  1. Click Add Rule in the Rule Builder section of your campaign.
  2. In Conditions, click Add Conditions.
  3. In Referral, click Referral code is valid.
  4. Click the check mark to the right of the condition.

The condition is saved. You can then add an effect.

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You can create a condition for a rule to be triggered if the referral code is valid without the code having to be redeemed. This is useful if, for example, you want your customers to know that the code is valid but can only be redeemed if they meet other conditions, such as a given minimum session total.

Filtering referral codes

You can filter your codes in different ways so that you find those that match certain characteristics, such as the creation date or current usage status.

  1. Click Referrals in the left-side menu of your campaign.

  2. Click Filter at the top of the page to display the filtering options:

    • Use Creation date to select dates and find codes created within a certain time range.
    • Use Advocate's Integration ID to find the codes created for a given customer. It must be an exact match, and the filter is case-sensitive.
    • Use Validity to find codes that are valid either now or in the future, or that have already expired.
    • Use Redemption to find codes that have already been redeemed or those that are still usable.
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    You can use more than one filter at the same time. The filters used appear at the top of the page, and you can edit them by clicking on the box with their name. You can also remove them individually by clicking the X to the right of their name.

You see the referrals that match the filters you have set.

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Click Clear Filters at the top of the page to see again all the codes in the campaign.

Editing an individual referral code

You can modify some characteristics of a referral after it has been created. For example, you can add an expiration date.

  1. Click Referrals in the left-side menu of your campaign.

  2. Tick the checkbox to the left of the code.

  3. Click Edit Referral at the top of the page.

  4. Edit the required information (date, limits, attributes).

    Note: you cannot edit the Advocate's Integration ID and the code itself for security reasons.

  5. Click Update Referral.

A notification pops up, indicating that the referral code has been successfully updated.

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Click Clear Filters at the top of the page to see again all the codes in the campaign.

Editing a referral batch

You can modify some characteristics of all the referrals from a given batch at the same time. For example, you can add an expiration date.

  1. Click Referrals in the left-side menu of your campaign.
  2. Tick the checkbox to the left of the code.
  3. Click Edit Referral Batch at the top of the page.
  4. Edit the required information (date, limits, attributes).
  5. Click Update Batch.
  6. Click Update BatchId in the confirmation pop-up that appears.

A notification pops up, indicating that the referral batch has been successfully updated.

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Click Clear Filters at the top of the page to see again all the codes in the campaign.

Deleting referral codes

You can delete referrals at any time.

  1. Click Referrals in the left-side menu of your campaign.

  2. Tick the checkbox to the left of the code you want to delete.

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    You can select as many codes as you wish at once. In case you want to delete all the referrals displayed on the same page, tick the Code checkbox at the top of the list of referral codes.

  3. Click Delete 1 Referral at the top of the page.

  4. Click Delete Referrals in the confirmation pop-up that appears.

A pop-up notification appears, indicating that a referral has been deleted.

Exporting referral codes

You can obtain a CSV file with referral codes from your campaign. For example, you can use it to import the referrals in another marketing tool (like a mailing tool).

  1. Click Referrals in the left-side menu of your campaign.

  2. Click the arrow to the right of the Import Referrals button to display the drop-down menu.

  3. Click Export Referrals.

  4. Use the tabs to choose which codes you want to export:

    • If you click After a specific date, select the date by using the Created after drop-down menu.
    • If you click Specific Batch, enter the Batch ID of the referrals you want to export.
    • If you click After Recent Export, use the Created After drop-down menu to select one of your previous exports. You will export all the referrals created after the date of that export.
  5. In Date format, select the date format of your choice.

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    Data is exported in UTC.

  6. Click Export Data.

The data automatically downloads and a notification pops up, indicating that the referrals have been exported.