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When will referral rewards be sent to an advocate?

See conditions and reasons for delay that can affect advocate reward

Written by Adam

There are a few reasons why your advocate or affiliate hasn't received their reward. Reward delivery happens in two parts:

  • The referral must qualify as rewardable AND the review period must end — covered under Conditions to be rewardable below.

  • The reward type's delivery process — most reward types are issued immediately after the above; cash rewards have additional payout-method-specific steps. Covered under Additional delay based on reward type below.

Other situational reasons (existing customer, tier minimum not reached, PayPal email setup) are covered under Other reasons.


Conditions to be rewardable

Note: Even when a purchase meets the conditions below, the reward isn't issued until the review period also ends (or the merchant manually approves the referral on Shopify). See Additional delay based on reward type below for what happens after the review period.

The following conditions must be met for the advocate to receive a reward. To see if the purchase is rewardable or not rewardable:

  1. Go to your Purchases and referrals page:

  2. In the search bar, find the purchase using the associated name, email address, or reference ID.

  3. Once the purchase is found, check the Status to see if the purchase is rewardable or not rewardable.

  4. To see more details about the purchase, click the External ID (Non-Shopify) or Shopify ID (Shopify).

The purchase information page shows the conditions that weren't met, making the referred purchase non-rewardable.

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Details

This purchase exceeds the allowed number of rewardable friend purchases

The advocate exceeded the maximum rewardable purchases they can make.

This purchase did not meet the minimum purchase amount

The purchase did not meet the minimum purchase amount required.

The purchase was refunded and is not eligible for rewards

The purchase was refunded, cancelled, or deleted.

The advocate is banned and cannot get rewards

The advocate was banned and/or their purchase was disqualified.

The purchase was made while the campaign was paused

Advocates can't make new referrals when your campaign is paused.

Other reasons

There are possible reasons why the advocate or affiliate didn't receive a reward after the review period, aside from those listed in the table above:

  • Existing customer - The referred friend is already a customer of the store. Only new customers are eligible to be referred.

  • Tier minimum not reached - If you're using FlexiTiers, your advocate or affiliate must reach the minimum number of referrals to reach a tier and get rewarded.

  • Email not linked to PayPal (PayPal cash payouts only) - If your cash payout method is PayPal, the email address used by the advocate to register for your campaign must be linked to an active PayPal account. Coordinate with your advocate and have them open a PayPal account or link their email address to an existing one.

    Note (PayPal-specific): Advocates and affiliates can only update their PayPal email address via the portal after they earn their first reward. This requirement doesn't apply to Tremendous or self-managed cash payouts.

Additional delay based on reward type

Whether and when an advocate receives their reward depends on two things: a universal review-period step that applies to every reward type, and what happens after that — which differs by reward type, and for cash rewards, by the cash payout method.

Step 1 — Review period must end (applies to every reward type)

Before any reward of any type is issued, two things must be true:

  1. The referred purchase qualifies as rewardable (the conditions covered above are met).

  2. The review period ends — either by elapsing automatically or by the merchant manually approving the referral (Shopify only).

If either of these isn't true yet, no reward has been issued — regardless of reward type.

Step 2 — What happens after that, by reward type

Once Step 1 is complete:

  • Coupon — issued immediately. The reward email is sent and the coupon is accessible from the advocate's rewards page.

  • Store credit — issued immediately. Shopify applies the credit directly to the advocate's customer account.

  • Custom — an email alert is sent to the advocate and the merchant. Fulfilment is on you (the merchant) — manually, outside ReferralCandy.

  • Cash — an additional step applies, depending on your cash payout method:

    • PayPal — the reward is queued. It's paid out after you pay the monthly cash-rewards invoice; PayPal then processes the payout in 1 to 3 days.

    • Tremendous (Invoice funded) — the reward is queued. Tremendous issues the reward after you pay the monthly cash-rewards invoice.

    • Tremendous (Balance funded) — the reward is issued immediately, provided your Tremendous balance is funded.

    • Self-managed payouts (Affiliate campaigns only) — fulfilment is on you (the merchant). Export the payout CSV from ReferralCandy, pay the affiliate outside ReferralCandy, then upload the updated CSV to mark as paid.

For full details on each reward type:

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