The purchase review period setting allows you to define the length of time before you the system sends the referral rewards to advocates. This gives you time to review and verify the referred purchases and take necessary action if a purchase is determined to be non-rewardable. During the purchase review period, you can:
Delete a purchase due to a customer refund or return
Disqualify a purchase due to fraudulent behavior
The review period should be aligned with your return policy to take into account any cancelled or returned purchases before an advocate reward is sent. Learn more about deleting or disqualifying a referred purchase.
Set a review period
The review period you set applies to all the referred purchases made through all your live campaigns.
To set the purchase review period:
ReferralCandy dashboard | ReferralCandy app on Shopify |
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Review period "frozen" in a stopped campaign
When you set your campaign to Stopped, the review period for pending referred purchases is frozen. Once the campaign is set to Live, the purchase review period continues and the rewards are queued for processing.
This can also happen to campaigns that have been stopped or accounts that have been suspended by the system due to a significant error that you need to resolve. You can set the campaign to live again after the issue is fixed.
Purchase review period FAQ
How do I approve referrals? Can I approve referrals before the review period ends?
How do I approve referrals? Can I approve referrals before the review period ends?
The purchase review period is a mechanism that gives you time to verify referred purchases in case issues arise in the future. This process is automated and doesn’t require any action from you, unless a purchase is flagged as suspicious.
This means that you can't manually approve referrals before the review period ends. All referred purchases must complete the review period before advocates and affiliates are rewarded. If you want to reward them sooner, you can set a shorter review period. However, issues like refunds, returns, or fraud can’t be addressed once the review period ends.
If you'd like to end a referred purchase's review period early, and you think this is a good feature to add to ReferralCandy, contact us.
If you're looking to confirm flagged referrals, read How to handle fraud. If you want to link a non-referred purchase to an advocate or affiliate, read Marking a purchase as referred.
Why did the purchase review extend to 14 days?
Why did the purchase review extend to 14 days?
If a referral is flagged as suspicious, the system extends its purchase review period to 14 days for campaigns with a shorter review period. Review the referral to check for fraud. Otherwise, you can ignore the flag or confirm the referral to reward the advocate or affiliate for the purchase. Learn more
What happens if I make changes to the referral reward?
What happens if I make changes to the referral reward?
Advocates and affiliates receive their referral reward once the review period ends. That's when they become eligible for the reward, not at the time the referred purchase was made.
Here's an example that shows how the review period and updating a referral reward may affect the reward issued to an advocate:
April 1st
You run a referral program with Reward A, and your review period is 15 days.
You update Reward A to Reward B, which expires at the end of April, keeping your review period at 15 days.
All the advocates that make referrals with review periods that end after you updated the reward should receive Reward B.
These include referred purchases made from March 17th onwards as their review period will end from this moment forward after you updated the referral reward.
April 30th / May 1st
Referral Reward B expires and you update to Reward C, keeping your review period at 15 days.
All advocates that make referrals with review periods that end after you updated the reward will receive Reward C.
These include referred purchases made from April 16th onwards as their review period will end from this moment forward after you updated the referral reward.
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