Update Referral Status
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You can update or change the status of a referral in serval ways depending on your desired campaign setup. Please familiarize yourself with our before attempting to update them.
Update referrals via CSV
Update referrals manually
Update referrals via our
Update referrals via our or
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:
The CSV file must have lowercase headers: "unique_identifier" (referral unique identifier) and "status" (referral status).
Use the values "pending", "unconfirmed", or "confirmed" in the "status" column to update/change referral status.
Log in to your referral program dashboard.
Go to the "Subscribers" tab.
Click "Import" and select "Import CSV File".
Select the campaign where you want to update the referral status from the dropdown.
In the "Update Referral Status" section, choose the CSV file.
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.
Reward Triggers
If you have configured rewards for unconfirmed/confirmed referrals, the system will trigger the appropriate rewards for referrals successfully updated to the "Unconfirmed/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.
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 unconfirmed/confirmed referrals, the appropriate rewards will be triggered when a referral is manually marked as "Unconfirmed/Confirmed".
