Adding a referral to my campaign

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

  1. Go to the Purchases & Referrals Page.

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

    Set referrer for purchase 1

  3. Once you've located the purchase, click the '+ Set Referrer' button in the same row and a popup with a search box will appear. 

  4. Search for the advocate that you want to set as the referrer for this purchase by entering the advocate's name or email address.

    Set referrer for purchase

  5. A list of names and email addresses that match the search will appear below. Choose the correct advocate from the list by clicking on the radio button in the row.

    Set referrer for purchase last step

  6. Click the blue 'Set referrer' button to set the referrer. 

Note: Once an advocate is set as a referrer, the advocate will be eligible for the current referral reward that is set for your campaign (view it on your Rewards page). When the referral reward will be sent to the advocate depends on the type of reward chosen, learn more here - When will rewards be sent to advocates?

Jaime is the author of this solution article.

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