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TrackReward - Referrals Page Documentation

1. Overview

The Referrals Page in TrackReward provides an overview of the referred customers acquired by affiliates. It helps affiliates track their referrals' statuses, see which campaigns are performing well, and manage their referral activities efficiently.

2. Referrals Page Overview

Features and Components

  • Filter Options: Allows filtering referrals by All, Signup, Active, or Cancelled.
  • Customer Email: Displays the email of the referred customer.
  • Campaign Name: Shows which campaign the referral is associated with.
  • Since: Indicates the date the customer was referred.
  • State: Displays whether the referral is in Signup, Active, or Cancelled status.
  • Pagination: Allows browsing through multiple referrals if available.

3. Referral Statuses

Referral State Types

  • Signup: The referral has signed up but has not yet made a purchase or become an active customer.
  • Active: The referral is an active customer, contributing to affiliate commissions.
  • Cancelled: The referral was rejected or canceled.

How It Helps

Affiliates can monitor which of their referrals are successfully converting into active customers and strategize accordingly to improve their referral success rate.

4. Usage Guide

Tracking Referral Performance

  1. Navigate to the Referrals Page in the TrackReward dashboard.
  2. Use the filters (All, Signup, Active, Cancelled) to segment referrals.
  3. Check the "State" column to see referral progress.
  4. Analyze referral trends to optimize marketing strategies.

Best Practices

  • Regularly monitor the status of your referrals to improve engagement.
  • Identify which campaigns generate the most active referrals.
  • Encourage signups to complete their journey to becoming active customers.