How to create a Manual Referral

William Harper Updated by William Harper

Overview

There are a few reasons why a conversion may not be tracked within the platform, such as a user switching between devices before making the purchase, or a dropped cookie. When a customer reports that there has been a conversion that warrants a reward, you can search for the purchase and manually generate the conversion through the platform. 

The Manual Referral feature will allow you to:

  • Manually associate an existing Friend’s purchase with an Advocate, OR
  • Manually create a new order in Friendbuy and associate it with the Advocate.
    In both cases, once referral attribution has been established, the Advocate will then receive their reward.
Note: this feature is currently unavailable if you are rewarding your Advocates with Account Credit powered by Friendbuy. Updates coming soon.

Manually associate a conversion with an Advocate:

Instructions

Step 1

Navigate to Manual Referral under the Customer Service section

Step 2

Search for the Friend's purchase you would like to associate with an Advocate. You can search by either an Email Address or an Order ID.

Step 3

Select the relevant purchase from the results by clicking on the Select button on the right-hand side of the table.

Note: Purchases that are already associated with an Advocate cannot be selected.

Step 4

  1. Enter the advocate details you would like to associate with the selected purchase.
  2. Select the associated campaign from the drop-down menu for reward attribution. The reward details will dynamically change based on your campaign selection.
  3. Click on Associate to Advocate
Note: Any reward delay, fraud checks or business rules will automatically be overridden.

Once the process is completed, you will receive the following success message:

What if I can't find the relevant purchase?

Step 1

If the relevant purchase was not found in the results, or if Friendbuy could not find records of the Order ID or email address, click on the link to Create a New Purchase

OR

Step 2

Enter the details of the purchase in the form, and click on Create Purchase

Note: If Customer ID is not available, please enter an email address instead.

Step 3

You will now see the order you've created on the main screen:

Step 4

  1. Enter the advocate details you would like to associate with the selected purchase.
  2. Select the associated campaign from the drop-down menu for reward attribution. The reward details will dynamically change based on your campaign selection.
  3. Click on Associate to Advocate
Note: Any reward delay, fraud checks or business rules will automatically be overridden.

Once the process is completed, you will receive the following success message:

Congratulations! You've now created a Manual Referral and successfully rewarded one of your Advocates.

How did we do?

How to Search for a Customer Profile

Override a Rejected or Pending reward

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