Getting Started with Friendbuy
Best Practices
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
Account Management
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
Widgets
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 Set up a Self-Referral Overlay
How to Personalize Your Widgets with the Advocate name
Campaign Settings
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 Duplicate Your Campaign
How to Set Up a Redirect for Limited Time Campaigns
Code Banks
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
Emails
Email Types for Your Referral Program
How to Add DNS Records for Email Sender Verification
How to Create, Edit, and Manage Emails
How to set up an Expiration Reminder email
How to Assign an Email to a Campaign
Code Based Sharing
Integrations
Recharge Integration
Ethyca Integration
Klaviyo Integration
How to send Referral Links Post Product Review (Yotpo + Klaviyo)
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 + Klaviyo)
How to Send Referral Links Post Purchase through Klaviyo
How to Enable the Klaviyo Integration
How to Send a a Customer their Loyalty Points Balance Through Klaviyo
How to Email Coupon Codes Through Klaviyo to Advocates and Friends After They Are Distributed by Friendbuy
How to Reward Customers for Providing a Review Through Yotpo via Klaviyo Through Your Loyalty Program
Upgrading to Klaviyo OAuth with your Friendbuy Integration
How to Reward Customers for Providing a Review Through Okendo via Klaviyo Through Your Loyalty Program
How to Send Coupon Codes through Klaviyo SMS to Advocates and Friends After They are Distributed by Friendbuy
How to Reward Customers For Subscribing to Klaviyo Emails and Texts Through Your Loyalty Program
How to Segment Customers Based on Tier Status in Klaviyo
How to Reward Customers for Providing a Review Through Stamped via Klaviyo Through Your Loyalty Program
Braze Integration
DataGrail Integration
Tango Card Integration
Cordial Integration
Segment Integration
How to Integrate Friendbuy as a Segment Source
How to set up the Segment Web-Mode (Destination Actions) Integration
Tremendous Integration
Iterable Integration
Trigger a Direct Mail Campaign to Drive Referral Program Awareness (Friendbuy x Iterable x Poplar)
How to Enable the Iterable Integration
Increase Referral Program Awareness with a Dedicated Email Blast through Iterable Journeys
Attentive Integration
Send a Triggered Text to Prompt a Referral After a Positive Review with Attentive and Okendo
Automatically Prompt a Referral Post Purchase in Attentive
Send Referral Program Text Messages Through Attentive
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 reward Loyalty Members for signing up for Attentive text messages and emails
How to Include a Customer's Loyalty Points Balance in an Attentive Text
How to Send a Coupon Code to a Referred Friend using Attentive Journeys
How To Enable the Attentive Integration
Fivetran Integration
How to Leverage Friendbuy with Kustomer
Fraud Prevention
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
Performance Overview
Reports
Top Advocates Report
Account Credit or Points Statement Export
Exporting Reports from Friendbuy
Emails Report
Advocate Rewards Report
Purchases Report
The Channel Analytics Dashboard
Friend Incentives Report
Understanding the Codes Report
Dashboards
Common FAQs
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?
Developer Documents
Loyalty Program Management
- All Categories
- Analytics & Reports
- Reports
- The Channel Analytics Dashboard
The Channel Analytics Dashboard
Updated
by William Harper
Overview
When looking to review the performance of the Referral program, you might find yourself wanting to learn more about the most successful and profitable referral channels. This is where the Channel Analytics Dashboard steps in! Here, we'll go over how to understand the Channel Analytics Dashboard so that you can strategize using the information gained from this report.
The Dashboard will show you the past 30 days of activity by default. Use the date range picker at the top to adjust for specific time periods, like the previous month or previous year.

Channel Metrics Definitions
Shares | The number of times an Advocate shares the Referral program via each channel. See table below for additional details. |
Clicks | The number of clicks that occured after the share via each channel. |
Sign Ups | The number of Sign Up events that occured after the click via each channel. Note: only applicable if you are tracking sign_up as a conversion event |
Sign Up Rate | The percentage of Sign Ups divided by clicks via each channel. Note: only applicable if you are tracking sign_up as a conversion event |
Purchases | The number of Purchase events that occured after the click via each channel. |
Conversion Rate | The percentage of Purchases divided by click via each channel. |
Revenue | The net amount of Referral Revenue generated by Purchases via each channel. |
What counts as a Share via each channel?
Email Channel | Share occurs when an Advocate refers a Friend via the email channel through the referral widget
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PURL Channel | Share occurs when an Advocate clicks to Copy their PURL from the referral widget AND then a Friend proceeds to click on the Advocate's PURL. Both actions need to take place for the Share to be counted.
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SMS Channel | Share occurs when an Advocate sends the SMS text with the referral link in the message
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Social Channels (Facebook, Twitter, Messenger) | Share occurs when an Advocate clicks on the Social Share button(s) from the referral widget
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