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Marking a purchase as referred

Manually link a referred purchase to an Advocate

Adam avatar
Written by Adam
Updated this week

You can manually mark a non-referred purchase as a referral, and set which Advocate and campaign that purchase was referred through.


Marking a purchase as referred

To link a purchase to a contact and a campaign:

  1. On the dashboard, go to My Store > Purchases & Referrals.

  2. Find the non-referred purchase by using the search box at the top. You may search by name, email address, or purchase amount.

  3. Once you find the non-referred purchase, click the Review dropdown and select View This Purchase. You may also click the external ID to view the purchase.

  4. Here you see the purchase information page. Scroll down and find the REFERRAL DETAILS section, then click Mark Purchase as Referred.

  5. A popup appears. Set the Advocate by entering their email address in the Email field or selecting from the list.

  6. Select the campaign that the referred purchase was referred through.

    Note: Only the campaigns that the selected contact are enrolled in will be selectable.

  7. Click Confirm Referral.

Once an Advocate is set as a referrer, they will be eligible for the current referral reward that is set for your campaign on your Rewards page.

When will the Advocate receive the reward? This depends on the type of reward you chose, the reward conditions you set, and if your campaign is stopped or paused. Learn more


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



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