Referral Activity

Learn how to check Referral Activities in Retainful

If you’re using the ‘Referrals’ feature in Retainful, you can visit the Retainful dashboard -> Metrics & Cart Activity -> Referral Activity to find the referral activities.

When a customer/advocate shared his/her referral link to a friend, if the friend has used the referral link to visit your store and claimed the ‘Friend Reward’, the referral activity will appear as the following,

smiledavis@retainful.com referred by jagadesh@retainful.com claimed the reward

Also, you can find the coupon code, order total (if the order is placed), status, and date.

When the friend makes his/her first purchase using the friend reward, the advocate reward will be generated and given to the advocate/customer. This activity will appear as,

jagadesh@retainful.com has earned a reward for referring his friend smiledavis@retainful.com

In the Referral Activity section, you will find three different statues.

Completed: When a friend uses the friend reward and makes his/her first purchase or when an advocate successfully refers his/her friend and earns the advocate reward, the status will be marked as ‘Completed’.

Pending: When a friend uses the referral link, visits the store, claims the friend reward, but doesn’t use the reward to place his/her order, the status will appear as ‘Pending’.

Fraud: When a friend used a particular email address (smiledavis@retainful.com) to claim the friend reward, but used the reward with a different email address (smile007@retainful.com) to purchase, the referral activity status will be marked as ‘Fraud’. When this happens, the advocate reward will not be generated and sent to the advocate.

NOTE: If an advocate used his/her advocate reward in a different email address, it will be marked as ‘Fraud’ too.

You can find the referral metrics and revenue on the Retainful dashboard and Referrals section.

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