Update Referral Status

You can update or change the status of a referral in serval ways depending on your desired campaign setup. Please familiarize yourself with our Referral Status before attempting to update them.

• Update referrals via CSV

• Update referrals manually

• Update referrals via our native Zapier App

• Update referrals via our JavaScript or REST API

Update Referrals via CSV

This feature enables bulk updates of referral status by uploading a CSV (Comma-Separated Values) file. This is especially useful for efficiently changing the status of numerous referrals.

CSV File Requirements

To successfully update referral status using a CSV file, ensure the following requirements are met:

• The CSV file must have lowercase headers:

  • unique_identifier (referral unique identifier)

  • status (referral status)

• Use the following values in the status column:

  • unconfirmed

  • confirmed

  • unqualified

Updating Referrals via CSV

1. Navigate to Subscribers → Bulk Referral Update

2. Select the campaign from the dropdown

3. In the Update Referral Status section, choose the CSV file

4. Click Upload

Referral status changes are processed based on the CSV file’s status column values.

• Referrals can move directly between linear stages (e.g. pending → confirmed) without passing through the unconfirmed stage

• Referrals can be moved to unqualified from any current status

Reward Triggers

If you have configured rewards for specific referral statuses:

• Rewards will be triggered for referrals updated to unconfirmed or confirmed

• Unqualified referrals remain part of the system and may still be evaluated based on your reward configuration

Update Referrals Manually

This feature allows you to update referral status individually through the dashboard.

Referrals can be marked as:

• Unconfirmed

• Confirmed

• Unqualified

The available options in the Actions dropdown may vary based on your campaign configuration.

Reward Triggers

If you have set up rewards for unconfirmed or confirmed referrals, the appropriate rewards will be triggered when a referral is updated to those statuses.