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Deleting a purchase and disqualifying a referral
Deleting a purchase and disqualifying a referral
Manage referrals for canceled, returned, or ineligible referred purchases
Adam avatar
Written by Adam
Updated over a week ago

You can delete and disqualify referred purchases at your store on your Purchases & Referrals page for canceled, refunded or ineligible purchases and referrals.

In this article

Note: To delete a purchase or disqualify a referral made by an Advocate, you must first set a purchase review period during which referred purchases can be reviewed for disqualification or deletion.

Shopify and BigCommerce merchants

If you're using Shopify and an order is canceled, ReferralCandy will automatically disqualify the associated referred purchase. We have a feature that detects when a purchase in Shopify 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

Simply put, this means that 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.

Important: Ensure that you have set a purchase review period within the range of your store’s return policy to ensure that our system can automatically cancel a referred purchase. If for example you set a review period of 7 days, but an item is returned 14 days later, our system will not cancel that purchase as it has already lapsed the set 7-day review period.

For all other platforms

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.

Delete a

referred purchase

Disqualify a referred purchase

Ban an Advocate

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

Deleting or disqualifying a referred purchase

  1. On your ReferralCandy dashboard, go to My Store and click Purchases & Referrals.

  2. Search for the referred purchase that you want to flag as invalid by entering the name, email address, or invoice amount of the purchase in the search box.

  3. Once you find the referred purchase, click the Review dropdown and select View This Purchase.

  4. Here you will see the Purchase Information where you can:

    • Click Delete purchase if you wish to delete the purchase made by the Referred Friend.

    • 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

      • The referral is invalid (e.g.: accidentally made by a call center)

      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.

  5. Once the referred purchase is deleted or disqualified, an email will be sent out to the Advocate to let them know that they are no longer eligible for the reward (if they were originally eligible for one due to this referred purchase).

What happens when the purchase review is over?

Referred purchases can only be deleted or disqualified during the purchase review period. After the referred purchase review period has ended, you will not be able to make these actions.

  • If you still wish to delete the purchase or disqualify the referral, our engineers can help you do this in our backend system please contact us

  • Please note that we will not be able to recall any rewards that have already been issued

💬 Need help? Click the chat widget on the right to start a conversation. Learn more

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