Getting Started with Friendbuy
Referral Campaign Management
Campaign Settings
How to Archive a Referral Campaign
How to Change Your Referral Offer
How to Configure Tiered Rewards
How to Create a New Referral Campaign
How to Generate Personalized URLs (PURLs) for Advocates
How to Generate Personalized URLs (PURLs) through Our API
How to Run an A/B Test
How to set up Referral Code Personalization for PURLs
Setting Up Max Clicks for Referral Links
Setting Up Shopify Coupon Code Integration
Setting Up a Friend Incentive
Setting Up an Advocate Reward
Widgets
How to Apply Theme Changes to a Widget
How to Create a New Theme
How to Create a Post Purchase Overlay
How to Make Changes to a Theme
How to Setup a Friend Landing Page
How to Setup an Advocate Landing Page
How to Test a Widget
How to configure your Terms & Conditions
How to set up a Ribbon for your site
How to update a Widget or Theme to the latest version
Emails
Settings & Configurations
Code Banks
How to Add Codes to an Existing Code Bank
How to Create a New Code Bank
How to Generate Coupons in Bulk for Shopify
Setting Up Low Code Bank Notifications
Program Integrity
Integrations
How To Enable the Attentive Integration
How to Enable the Cordial Integration
How to Enable the Iterable Integration
How to Enable the Klaviyo Integration
How to Enable the Tremendous Integration
How to Integrate Friendbuy with CartHook
How to Leverage Friendbuy With ReCharge
How to Leverage the Friendbuy and Ethyca Integration
How to Leverage the Friendbuy x DataGrail Integration
How to set up the Segment Web-Mode (Destination Actions) Integration
Customer Service Portal
How do I check the status of a referral?
How to Manually Add Credit to a Customer's Account
How to Manually Remove Credit from a Customer's Account
How to Search for a Customer Profile
How to create a Manual Referral
Override a Rejected or Pending reward
Reasons for Rejected Advocate Rewards and Friend Incentives
Resend Reward Email
The Referred Friend put in their email address but didn’t get their coupon code. How do I find this?
Why didn't the Advocate receive a Reward for a successful referral?
Why was my customers reward rejected?
Analytics & Reports
Common FAQs
A Glossary of Terms
Difficulty downloading reports after you receive an export email?
How are Conversions Tracked in Friendbuy?
How do I change my password?
How long is the Referred Friend attribution window
How to Apply Theme Changes to a Widget
How to Create a New Theme
What are Fraud Checks, Tier Checks, and Rules Checks in the Rewards Report?
What are some common scenarios, and how do I troubleshoot them?
What do the Reward Statuses and Definitions mean?
What does Fraud Protection do?
What is a Friend Widget?
What is a self-referral redirect URL?
What is a typical referral flow?
Workflow Recipes
Automatically Prompt a Referral Post Purchase in Attentive
How to Leverage Friendbuy with Kustomer
How to Prompt a Referral After a Positive Review with Friendbuy and Trustpilot (via Klaviyo)
How to Send Referral Links Post Positive Product Review (Okendo)
How to Send Referral Links Post Purchase through Klaviyo
How to send Referral Links Post Product Review (Yotpo)
How to send one time emails with referral links through Klaviyo
Send Referral Program Text Messages Through Attentive
Send a Triggered Text to Prompt a Referral After a Positive Review with Attentive and Okendo
Trigger a Direct Mail Campaign to Drive Referral Program Awareness (Friendbuy x Iterable x Poplar)
Developer Documents
- All Categories
- Analytics & Reports
- Reports
- Account Credit Export
Account Credit Export
Updated
by William Harper
Overview
This feature allows you to export a report that includes account credit transactional events so you can view credit balances for your customers
Instructions
Step 1
Navigate to Analytics > Reports > Account Credit

Step 2
Here you will see a preview of the information available within the export. Click Export

Step 3
A success message will be displayed that confirms the email address the report will be sent to

Step 4
You will receive an email with the export

Step 5
Click View Report

Step 6
The report will appear in your downloads as a CSV
Below are the CSV field headers and their corresponding definitions
Date | Date that credit was applied / removed |
Customer Email | Email address of customer who the credit amount applies to |
Customer ID | Customer ID of customer who the credit amount applies to (provided by merchant) |
Credit Source | Reward; if credit was rewarded and is available in the customer's accountRedemption; if credit was redeemed by the customerReversal; if customer applied credit to checkout, but then reversed it back to their accountManual; if credit was manually added or removed to the customer's account |
Friend Email | 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 needs to supply a reason for the adjustment |
Issued By | Email address of the issuer of the manual credit adjustment |
Transaction Amount | Amount of the credit applied, redeemed or removed |
Customer Running Balance | Running credit balance of the customer |
Currency | Currency selected at the time your Friendbuy merchant account was created |