You can delete and/or disqualify referred purchases when an order is canceled, refunded, or deemed ineligible.
Important: You must first set a purchase review period during which referred purchases can be reviewed for disqualification or deletion.
Managing referred purchases
If you're on Shopify, the system automatically detects 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 scenarios above and modify the order amount accordingly, keeping the order intact.
| 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 the referred friend and advocate pair will also be disqualified | The advocate can no longer participate in your referral program. Learn more |
Delete or disqualify a referred purchase
From Shopify admin, go to the Purchases & Referrals page.
Find the referred purchase from the list or use the search bar.
Click the Shopify ID to view the purchase information.
If the purchase is under a review period, you can:
Click Delete Purchase to delete the purchase made by the referred friend.
Click Disqualify referral 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.
Once the referred purchase is disqualified or deleted, the advocate or affiliate will receive the ineligible reward email if they were originally eligible for that referred purchase.
Deleting and disqualifying referrals FAQ
Can I disqualify a referral or delete a purchase after the review period is over?
Can I disqualify a referral or delete a purchase after the review period is over?
No. You can't disqualify a referral or delete a purchase after the review period is over. ReferralCandy engineers can still disqualify or delete a purchase through the backend system, but doing so won't recall the rewards that were already issued.
If you want to pursue purchase disqualification or deletion after the review period, contact us with the following information:
The reason why you need to void or remove the referred purchase.
Email address of the referred friend who made the purchase.
Date and time of the referred purchase.
Email address of the advocate to whom the referred purchase was credited.
Amount of the referred purchase.
You can find these information on your Purchases & Referrals page.
What happens when the purchase review is over?
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 won't be able to make these actions.
If you still wish to delete the purchase or disqualify the referral, contact us so that ReferralCandy engineers can help you do this in the backend system
Note that we can't recall any rewards that have already been issued
What if a customer returns an item after the review period?
What if a customer returns an item after the review period?
You need to 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.
A full refund after being fulfilled would result in us retaining the purchase, but reducing the value of the purchase to $0, which would typically push the item below the minimum purchase amount for eligibility.
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