Referral review limits (Approve/Deny referral orders)

Referral review lets you approve/deny referral orders in the Referrals section.

UpPromote applies different referral review limits depending on when you first installed the app.

1. New merchants (installed on/after July 21, 2026)

If you installed UpPromote on or after July 21, 2026, your Free plan uses a sales-based referral review limit instead of a fixed number of referral orders.

Referral review limits by plan

• Free: up to $3,000 in referral sales per month

• Growth: Unlimited referral review

• Professional: Unlimited referral review

• Enterprise: Unlimited referral review

On the Free plan, you can review (approve/deny) referral orders until the total referral sales recorded in the current cycle reach $3,000. This is measured by sales value, not by the number of referral orders.

Unlimited referral review means you can approve/deny without a monthly cap. Your review actions won't be blocked due to exceeding a monthly quota.

How the $3,000 is measured: The amount counts the total sales of each referral order (the same value shown in the Total sales column of your Referrals table). You can add up that column to see how your usage matches the progress bar. Amounts in other currencies are converted to USD.

How the monthly cycle works (sales-based limit)

• Your cycle runs for 30 days. The progress bar on the Referrals page shows how much of your $3,000 you've used in the current cycle.

• When a new cycle starts, your usage resets to $0.

• Referral orders that were locked in a previous cycle won't automatically unlock in a new cycle — a fresh cycle gives you new review capacity, but it doesn't retroactively unlock past orders.

2. New merchants (installed on/after June 03, 2025 and before July 21, 2026)

Referral review limits by plan

• Free: up to 200 referral orders/month

• Growth: Unlimited referral review

• Professional: Unlimited referral review

• Enterprise: Unlimited referral review

Unlimited referral review means you can approve/deny without a monthly cap. Your review actions won’t be blocked due to exceeding a monthly quota.

3. Existing merchants (installed before June 03, 2025) - Legacy policy

If you installed UpPromote before June 03, 2025, your store will continue using the legacy referral review limits below:

• Free: up to 200 referral orders/month

• Growth: up to 300 referral orders/month

• Professional: up to 600 referral orders/month

• Enterprise: Unlimited referral review

4. What happens when you exceed the limit?

When you exceed your plan’s monthly referral review limit (applies to Free and/or the Legacy policy):

• Referral orders are still tracked and recorded in the system.

• However, referral orders beyond the limit will have review actions locked (you can’t approve/deny them), and it will display the badge "Upgrade to review".

• Monthly quotas reset each month, but previously locked referrals won’t automatically unlock in the next month. In other words, even if you have available quota in a new month, referral orders that were locked in a previous month may remain locked unless they’re unlocked by an eligible plan change (for example, upgrading your plan based on your store’s current policy).

5. Referral types that are NOT counted toward the limit

The following referral types are not counted toward your monthly referral review limit:

• Manually added/Manually imported

• Performance bonus/Recruitment bonus

• Refund

• Network referral

6. How to unlock locked referrals

You can upgrade to a higher plan (Growth, Professional, or Enterprise) to get unlimited referral review. When you upgrade:

• All locked referral orders — across every cycle — are unlocked immediately.

• Unlocked orders return to Pending, ready for you to approve or deny.

7. FAQ

7.1 Why is my Free plan limit shown in dollars, not a number of referrals?

Your limit depends on when you first installed UpPromote. If you installed on or after July 21, 2026, your Free plan uses a sales-based limit of $3,000 per month instead of a fixed count of referral orders. Merchants who installed earlier continue with their existing referral-count limits.

7.2 Does the $3,000 include tax and shipping?

Yes. The amount counted is the total sales of each referral order (matching the Total sales column in your Referrals table), which may include tax and shipping (if you choose to include Tax and shipping in Program settings). This keeps the progress bar consistent with what you see in your Referrals list.

7.3 Can I unlock referrals showing "Unlock to review"?

Yes — upgrade to a higher plan to unlock all locked referral orders at once and continue reviewing without a monthly cap.

7.4 Do locked referrals still count in my analytics?

Yes. Your Analytics totals (total sales, total referrals, total commission) always include locked referral orders, so you get an accurate picture of your program's performance even before you unlock them.