You can delete and/or disqualify referred purchases when an order is canceled, refunded, or deemed ineligible.
Managing referred purchases
Shopify and BigCommerce
If you're on Shopify or BigCommerce, we're able to automatically detect when an order is:
Canceled and refunded before being fulfilled
Fully refunded but not canceled before being fulfilled
Partially refunded but not canceled before being fulfilled
Fully refunded after being fulfilled
Partially refunded after being fulfilled
ReferralCandy will automatically detect the five (5) scenarios above and process them appropriately. ReferralCandy will modify the order amount accordingly but leave the order intact.
You must first set a purchase review period during which referred purchases can be disqualified or deleted. Otherwise referred purchases are immediately marked as valid and commission will be charged if applicable once the review period has passed.
When should I do this?
When a referred purchase has been canceled or returned
When you believe a referral made by an Advocate is fraud. You want to disqualify this referral but still let the Advocate participate in your referral program
When you believe an Advocate to be engaging in many fraudulent activities.
What happens when I do this?
Only this referred purchase will be canceled
All referred purchases between this Referred Friend <> Advocate pair will also be disqualified
The Advocate can no longer participate in your referral program. Learn more
Delete or disqualify a referred purchase
On your ReferralCandy dashboard, go to My Store and click Purchases & Referrals.
Search for the referred purchase that you want to flag as invalid using the search bar.
Select the purchase and click Review then select View This Purchase.
Here you will see the Purchase Information where you can:
Delete a referred purchase. Click Delete purchase if you wish to delete the purchase made by the Referred Friend.
Disqualify a referral. Click Disqualify This Referral if you wish to disqualify the referral made by the Advocate. You should only disqualify if:
You suspect the referral is fraudulent. How to handle fraud?
The referral is invalid (e.g.: accidentally made by a call center)
Note: After the referral is disqualified, all purchases made by the Referred Friend via the Advocate's referral link are no longer tagged as referred by that Advocate.
The Advocate will receive the ineligible reward email if they were originally eligible for that referred purchase.
💬 Need help? Click the chat widget on the right to start a conversation. Learn more