Referral list & details
Last updated
Last updated
There are 4 different statuses for referrals. Upon your decision and action, the status will be shown accordingly.
Pending: This is the default status when the referral is recorded. In this stage, you can choose to approve or deny the order upon review.
Approved: Once you click approve, the referral will change to an Approved status. In this way, this referral will be included in the payment on the Payouts tab so you can process the payment later.
Deny: Once you click deny, the referral will change to the Denied status. In this way, the referral will be denied, and you will not need to pay for it.
Paid: Once the referral is successfully marked as paid, it will automatically change to paid status.
For the first 2 statuses (Approved and Denied), you can undo (in case you change your mind) in this tab.
You can also view the referral commission breakdown in the referral list. Hover into the commission value to see overview:
To review the order and check the needed information, you can always have a look at the order details. The information will be synced directly from your Shopify admin and the commission will be calculated and shown to you as well.
If you want to check any order deeply, you can click on the referral ID, and it will redirect you to the referral details page.
Each referral has Order timeline. You can view order events (refunded, cancelled) that are attached to the referral IDs.
You can also navigate to other referrals by clicking on the referral ID of the event.
If you click on View details on Conversion, you will see the customer journey of the order.
Once a referral is recorded within our app, it will come along with its tracking type (method). If you want to check and see how the order is tracked, you can hover over this icon.
If you want to check the data for your analytic purposes, you can click on the Tracking Type filter.
