Getting Started with Friendbuy
Referral Program Placements
Friendbuy Referral Emails
Driving Referral Program Awareness
Referral Offer Strategies
Limited-Time Offer Promotions in Referral
Referral Contests, Sweepstakes and Giveaways
A/B Testing Best Practices
How can I invite my team to the Friendbuy platform?
Managing Your Account Settings
How to Set Up and Change Your Email Sender
Referral Campaign Management
How to Create a New Theme
How to Make Changes to a Theme
How to Apply Theme Changes to a Widget
How to update a Widget or Theme to the latest version
How to Set Up a Ribbon
How to Set Up an Advocate Landing Page
How to Set Up a Friend Landing Page
How to Set Up a Post-Purchase Overlay
How to Set Up an Account Page Widget
How to configure your Terms & Conditions
How to Test a Widget
How to Create a New Referral Campaign
How to set up Referral Code Personalization for PURLs
Setting Up an Advocate Reward
Setting Up a Friend Incentive
Setting Up Shopify Coupon Code Integration
How to Run an A/B Test
How to Change Your Referral Offer
Setting Up Max Clicks for Referral Links
How to Generate Personalized URLs (PURLs) through Our API
How to Generate Personalized URLs (PURLs) for Advocates
How to Configure Tiered Rewards
How to Archive a Referral Campaign
How to Create a New Code Bank
How to Generate Coupons in Bulk for Shopify
Setting Up Low Code Bank Notifications
How to Add Codes to an Existing Code Bank
Trigger a Direct Mail Campaign to Drive Referral Program Awareness (Friendbuy x Iterable x Poplar)
Send a Triggered Text to Prompt a Referral After a Positive Review with Attentive and Okendo
Automatically Prompt a Referral Post Purchase in Attentive
How to send Referral Links Post Product Review (Yotpo)
How to Prompt a Referral After a Positive Review with Friendbuy and Trustpilot (via Klaviyo)
How to send one time emails with referral links through Klaviyo
How to Send Referral Links Post Positive Product Review (Okendo)
Send Referral Program Text Messages Through Attentive
How to Leverage Friendbuy with Kustomer
How to Send Referral Links Post Purchase through Klaviyo
How to Text Coupon Codes to Advocates using Attentive Journeys
Make it Easy for Advocates to Refer by Sending Their PURL Through SMS using Attentive Journeys
How to Send Advocates a Reminder Text to Redeem Their Coupon Codes through Attentive Journeys
How to Send Referred Friends a Reminder Text to Redeem Their Coupon Codes through Attentive Journeys
How to Send a Coupon Code to a Referred Friend using Attentive Journeys
Increase Referral Program Awareness with a Dedicated Email Blast through Iterable Journeys
How to Enable the Klaviyo Integration
How to Leverage the Friendbuy and Ethyca Integration
How to Enable the Iterable Integration
How to Leverage Friendbuy With ReCharge
How to Enable the Cordial Integration
How to Integrate Friendbuy with CartHook
How to Enable the Tremendous Integration
How to set up the Segment Web-Mode (Destination Actions) Integration
How To Enable the Attentive Integration
How to Leverage the Friendbuy x DataGrail Integration
How to Block a Referral Code
How to Block an Email Address
Fraud Settings and Business Rules
Configuring a Global Reward Allowance
Configuring a Referral Link Fallback URL
How to set up expiration for Account Credit or Points
How the Similar Email Address Fraud Check Works
Customer Service Portal
How do I check the status of a referral?
How to Manually Add or Remove Credit / Points to a Customer's Account
Why was my customers reward rejected?
The Referred Friend put in their email address but didn’t get their coupon code. How do I find this?
Resend Reward Email
Override a Rejected or Pending reward
How to Search for a Customer Profile
How to create a Manual Referral
Why didn't the Advocate receive a Reward for a successful referral?
Reasons for Rejected Advocate Rewards and Friend Incentives
Analytics & Reports
What does Fraud Protection do?
What is a typical referral flow?
How to Apply Theme Changes to a Widget
Difficulty downloading reports after you receive an export email?
What are Fraud Checks, Tier Checks, and Rules Checks in the Rewards Report?
How do I change my password?
What is a self-referral redirect URL?
What do the Reward Statuses and Definitions mean?
How to Create a New Theme
What is a Friend Widget?
How are Conversions Tracked in Friendbuy?
A Glossary of Terms
How long is the Referred Friend attribution window
What are some common scenarios, and how do I troubleshoot them?
Updated by William Harper
This feature allows you to export a report that includes all transactional events on the Friendbuy ledger so you can view credits, debits, and any applicable expiration events over a selected period of time.
Navigate to Analytics > Reports > Account Credit or Points tab
Here you will see a sample report of the types of information available within the export. This report is currently only available as an export. Use the date picker to select a date range and then click Export.
A success message will be displayed that confirms the email address the report will be sent to.
You will receive an email from Friendbuy with a download link of the export file within a few minutes.
Click View My Report to download the file as a CSV. The report will appear in your downloads folder on your computer.
Below are the column headers and their corresponding definitions
Date and time of the transaction
Email address of customer associated with the transaction
Customer ID (merchant provided) of customer associated with the transaction
Reward; if credit was earned by the customer
Redemption; if credit was redeemed by the customer
Reversal; if customer applied credit to checkout, but then reversed it back to their account before completing checkout
Manual; if credit was manually added or removed on the customer's account
Credit Expiration; if credit reached its expiration date
Email address of the referred Friend (Only applicable for a Referral Reward)
Friend Order ID
Order ID of the Referred Friend (Only applicable for a Referral Reward)
Details / Reason
If a reward was manually issued or removed, the issuer is required to enter a reason for the adjustment
Email address of the issuer of the manual credit adjustment
Credit amount of the associated transaction
Customer Running Balance
Running end credit balance of the customer
Currency of the credit for the transaction
Date and time the credit is set to expire, if any