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Update Referral Status
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 from "Pending" to "Unconfirmed" or "Confirmed".
To successfully update referral status using a CSV file, ensure the following requirements are met:
- 1.The CSV file must have lowercase headers: "unique_identifier" (referral unique identifier) and "status" (referral status).
- 2.Use the values "pending", "unconfirmed", or "confirmed" in the "status" column to update/change referral status.
- 1.Log in to your referral program dashboard.
- 2.Go to the "Subscribers" tab.
- 3.Click "Import" and select "Import CSV File".
- 4.In the "Update Referral Status" section, choose the CSV file.
- 5.Click "Upload".
Referral status changes are processed based on the CSV file's "status" column values. If a referral is initially in "Pending" status and the CSV file specifies "confirmed" in the "status" column, the referral will directly transition from "Pending" to "Confirmed" without passing through the "Unconfirmed" status.
If you have configured rewards for confirmed referrals, the system will trigger the appropriate rewards for referrals successfully updated to the "Confirmed" status via the CSV file.
This feature allows you to update the referral status individually by manually marking them as "Unconfirmed" or "Confirmed" through the dashboard. This feature is particularly useful when you need to review referrals individually and make status changes based on manual review and approval settings.
The available options in the "Actions" dropdown may vary based on the specific configuration of your referral program.
If you have set up rewards for confirmed referrals, the appropriate rewards will be triggered when a referral is manually marked as "Confirmed."