How to ban an Advocate

Prevent Advocates from referring or getting rewards when they violate your store's policies

Adam avatar
Written by Adam
Updated over a week ago

This function will allow you to ban an Advocate from your referral program. A banned Advocate will not be able to participate in your referral program.

Why ban an Advocate?

Ultimately the decision to ban an Advocate will fall upon your discretion as the merchant. Here are a few of the most common reasons Advocates are banned:

  • They breached the Terms and Conditions of your referral program

  • They posted their referral link or code on coupon and discount sites (‘Honey’, ‘RetailMeNot’, etc) and your terms don’t allow that

  • They referred themselves to get rewards


Banning an Advocate

  1. On the dashboard, go to Contacts > Manage.

  2. In the search box, enter the name or email address of the Advocate.

  3. Click the Advocate's name to view their information.

  4. Click More Actions and select Ban Customer.

  5. After selecting the ban button, you’ll then be shown an acknowledgment popup message that you need to confirm to proceed. Tick the "I acknowledge the effects listed are irreversible" checkbox and click Confirm Ban.

Important: Banning an Advocate is irreversible. Once an Advocate is banned, they will not be able to refer friends and their pending rewards will be disqualified.

Effects of banning

Components

Effect

Referral Link

Disabled - Any new referrals will no longer be linked to the Advocate.

Additionally, anyone who opens the link of a banned Advocate will be redirected to your provided store URL.

Emails

Disabled - The banned Advocate will not receive any automated emails (i.e. invite and reward emails).

Rewards

All referred purchases still within their review period will be automatically disqualified. The rewards will not be sent to the Advocate.


Advocate rewards for referred purchases that are past their review period will need to be handled manually.

  • If you offer coupon rewards, you may choose to disqualify coupons already distributed from your eCommerce platform

  • If you offer cash rewards that have not been paid out yet, please contact us.

** If you are using Shopify or BigCommerce, the Advocate reward coupon codes and friend offer coupon codes will be automatically disabled.

Commissions paid to ReferralCandy

Referrals within the review period will be disqualified, so you will not have to pay commissions for those referrals.

Additionally, you will not have to pay commissions for any 2nd and 3rd referred purchases that we would have otherwise charged.

They will be marked as ‘commission not chargeable’.

Others

After banning an Advocate, you will see the changes on the Advocate’s profile in ReferralCandy.

For example:

  • Banned (by you)

  • Referral link disabled (due to ban)

  • Code disabled on [platform]**

If you have Klaviyo integrated, the customer's profile in Klaviyo will have the custom property "RC [short code]- Banned at" with the ban timestamp in Unix format. Learn more

These will provide you with a useful log of changes from the ban.

** Automatic code disabling is currently only supported on the following platforms: Shopify, and BigCommerce.


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