Subscribers can have two different Types:
- 1.Organic (a person who signs up or is imported to your campaign)
- 2.Referral (a person who first clicks a unique referral link and then signs up for your campaign)
Referrals can have three different Referral Statuses. Using Referral Statuses allows you to track how many referrals you have in each stage of your marketing funnel so you can gain insight and perform segmented marketing activities to encourage a conversion.
- 2.Unconfirmed: Referral has completed the conversion event but has not been Reviewed & Confirmed. This is an optional feature that is mainly used as an additional security measure.
- 3.Confirmed: Referral has completed the conversion event and the referral is counted. A referral must have a Confirmed status in order for the referral to officially count towards the referrer (ie. points accumulated, rewards unlocked, etc.).
You run an e-commerce business. You offer inbound referrals a discount code for opting into a signup form. The referral signs up and their Referral Status is set to Pending. The referral browses your website and later completes a purchase. The Referral Status is changed to Confirmed.
You run a SAAS business. You want inbound referrals to opt into a demo or schedule a call with a sales rep. The referral signs up and their Referral Status is set to Unconfirmed. After a sales call, the referral completes a purchase and the Referral Status is changed to Confirmed.