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Streamlining Referral Reward Management: A Comprehensive Guide
Streamlining Referral Reward Management: A Comprehensive Guide
Libby Serra avatar
Written by Libby Serra
Updated over a week ago

Implementing referral rewards, whether in the form of points or commissions, can significantly boost your program's success. Once activated, these rewards are seamlessly generated for orders influenced by advocates within the program. Navigating through the Referral Rewards feature in the left-hand menu offers a consolidated view of all these rewards.

Managing Referral Rewards:

To oversee and manage referral rewards effectively, head to the Referral Rewards page. Pending rewards can be approved or rejected, with a simple click on the snowman stack and then select Approve or Reject (as seen in the GIF below).

  • Approved referral commissions contribute to an advocate's payment balance on the Unsent Payments tab.

  • Conversely, approved referral points enhance an advocate's points balance but won't reflect on the Unset Payments tab.

Best Practices:

As a best practice, approve referral rewards for orders that surpass your store's return policy. For example, if your return policy spans 30 days, consider waiting until at least 31 days before approving the reward. Utilize the order date filter to exclude rewards that haven't met your store's return policy.

Auto-Approved Referral Points:

For streamlined management, configure referral points to be auto-approved after a specific number of days. The system will display the countdown until auto-approval, yet you retain the flexibility to manually approve or reject a reward before the auto-approval kicks in.

Rejecting Referral Rewards:

There are various valid reasons for rejecting a referral reward, such as canceled original orders, advocates leaking discount codes to deal sites, personal orders, or violations of your brand's referral guidelines. Thoughtful rejection ensures the integrity of your referral program.

Undoing Approved or Rejected Rewards:

In scenarios where circumstances change, rewards that were previously approved or rejected (but not yet paid) can be reset back to a pending status. This feature proves beneficial if a reward is approved, only to later discover that the corresponding order was returned.

Next Steps:

To enhance your proficiency in referral reward management, consider exploring additional topics such as "Handling Order Refunds and Cancellations" and "Getting Started with Referral Payments." These insights will contribute to a more robust and efficient referral program for your business.

By implementing these best practices and utilizing the features outlined above, you can ensure that your referral program operates smoothly, maximizing the benefits for both advocates and your business.

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