Marking a purchase as referred

Set the Advocate for a purchase to manually make it a referral and send a reward

Adam avatar
Written by Adam
Updated over a week ago

Add a referral to your referral campaign with the following steps:

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

  2. Find the purchase that you want to add a referrer for using the search box at the top. You may search by name, email or amount of the purchase.

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

  4. Here you will see the Purchase Information page. Scroll down to find the Referral Details section, and click Mark Purchase as Referred.

  5. A popup box will appear where you can enter the email address of the Advocate you wish to set for the referred purchase. You can also choose from the existing list of Advocates enrolled in your referral program.

  6. Click Confirm Referral to set the referrer.

Note: 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 the referral reward will be sent to the Advocate depends on the type of reward you've set. Read more: When will rewards be sent to advocates?

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