ReferralCandy provides you with dashboards and reports about your referral program's performance. This includes referral sales, campaign activities, data on email and social media shares, and top Advocates.
Home
On the Home page, you can see an overview of your referral program's performance, such as data on referral revenue and referred purchases, referral rate, and top advocates.
You can filter to show data within a date range, and data on All campaigns or individual campaigns.
Home reports
Home reports
Total referral revenue - Revenue from all the purchases referred friends made.
First referral revenue - Revenue from the first purchase referred friends made.
Total referred purchases - Number of all purchases referred friends made.
First referred purchases - Number of first purchases referred friends made.
Referral rate - The referral rate is the percentage of referral purchases that make up your total purchase. This number uses the formula:
Referral rate = (total referred purchases / total invoices) x 100
Top advocates - The top five contacts who have the most successful referrals. This includes referred purchases which are still within the review period, and excludes deleted and disqualified referrals.
Analytics
The Analytics page shows more granular reports about your referral program. This includes referral revenue, referred purchases, emails sent, and referral traffic from shares. You can filter to show data within a date range, and data on All campaigns or individual campaigns.
Analytics reports
Analytics reports
The following are the data you'll see on the Analytics page.
Revenue from referrals
Total referral revenue - Revenue from all the purchases referred friends made.
First referral revenue - Revenue from the first purchase referred friends made.
Repeat referral revenue - Revenue from repeat purchases (2nd, 3rd, etc.) referred friends made.
Purchases made through referrals
Total referred purchases - Number of all purchases referred friends made.
First referred purchases - Number of first purchases referred friends made.
Repeat referred purchases - Number of repeat purchases (2nd, 3rd, etc.) referred friends made.
Revenue from rewarded advocates
Revenue from rewarded advocates - Revenue from purchases by advocates using discount codes received from successful referrals.
Purchases by advocates - Number of purchases by advocates using discount codes received from successful referrals.
Invite and reminder emails sent to advocates from ReferralCandy
New enrolled advocates - Number of new advocates who joined your campaign and can share their referral link with friends. Learn more
Invite emails sent - Number of invite emails sent to advocates nudging them to refer friends.
Reminder emails sent - Number of reminder emails sent to advocates nudging them to refer friends.
Shares by advocates resulting in referred traffic
Shares - Total number of referral link shares by advocates. This includes shares on Facebook, Facebook Messenger, WhatsApp, and X (formerly Twitter).
FOLP views - Number of unique friends who visited the Friend Offer Landing Page after an advocate shared their referral link. If you disabled the Friend Offer Page, this number is zero.
Store visits - Number of visits (first and repeat) to your store.
Unique store visitors - Number of unique store visitors.
Referral Report
On the Referral Report page, you can view reports on social media shares, referral email views and clicks, sales & revenue, and referred purchases. You can filter to show data within a date range.
You can export this information via PDF or CSV, and it will be sent to your Login Email address found in your Store Settings.
Note: If you're experiencing timeout errors when exporting the report, contact us.
Exporting referral reports
Exporting referral reports
To export the reports, click Export in the top right corner and select either the CSV or PDF file format. The report contains the following columns:
Purchase ID - The unique ID number assigned by ReferralCandy to each referred purchase made.
External Reference ID - The ID number associated with a referred purchase assigned by your eCommerce platform (e.g., order ID).
Campaign Shortcode - The short code you set for the campaign. To set up, go to Campaigns > Select your campaign > Campaign Settings.
Referred Friend Name - The name provided by the referred friend upon making the referred purchase.
Referrer Name - The name provided by the Advocate when they registered for your referral campaign.
Amount - The referred purchase amount.
Date - The date and time when the referred purchase was made.
Rewardable? - Indicates whether the Advocate is eligible or not to get rewarded form the referred purchase. Learn more
Commission Chargeable? Shows whether ReferralCandy gets a commission or not from the referred purchase. Learn more
If you're running multiple campaigns and you want to filter the reports for a specific campaign, export the reports to CSV and add a filter to the Campaign Shortcode column to show the data for each individual campaign.
Activity Summary
Activity Summary
The following are data you'll see in the Activity Summary pane on the Referral Report page.
Invite emails sent - The number of invite emails sent to Advocates. If 2 invite emails are sent to the same email address, this is counted as 2 invite emails sent. This covers post-purchase invite emails, self-signup invite emails, and emails sent via the Import Contacts tool.
Reminder emails sent - The number of reminder emails sent to Advocates. If 2 reminder emails are sent to the same email address, this is counted as 2 reminder emails sent.
Invite emails viewed - The number of times invite emails were viewed. If someone views an invite email twice, this is counted as 2 invite emails viewed. This covers post-purchase invite emails, self-signup invite emails, and emails sent via the Import Contacts tool.
Referral link clicks (Unique)- The number of persons that clicked referral links shared by Advocates. A person clicking the link two times will count as 1 referral link click.
Website visits (Unique) - The number of persons that go to your store after clicking the referral link, either from the friend landing page or by getting redirected automatically. A person going to your store two times will count as 1 website visit.
Purchases by referred customers (Unique) - The number of purchases made by customers who were referred by Advocates (i.e. referred friends).
Note: This number does not include referred purchases that are marked as invalid or canceled.
Shares
Shares
The number of social media shares (Facebook, X (formerly Twitter), Messenger, WhatsApp) by Advocates during the period set. An Advocate sharing on a social media site site twice during the period will be counted as 2 shares.
Excluding $0 purchases
If you want to filter out $0 referred purchases in your report, tick the Exclude $0 purchases checkbox and click the Refresh button. This will exclude $0 purchases from the data on the referral report page and exported referral reports.
Using Google Analytics? ReferralCandy understands that marketing analytics is the lifeblood of your business. See how you can track the success of your referral program using Google Analytics.
💬 Need help? Click the chat widget on the right to start a conversation. Learn more