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Managing Your Program

Managing Your Program

Explore a suite a reports, tools, and solutions to run your referral program efficiently.

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18 articles in this collection
Written by Samantha and Britain Southwick
Tools + Solutions

Customer Search Tool

Look up all referral activity related to your Advocates, fast!
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Written by Samantha
Updated over a week ago

Create Manual Orders + Conversions

Generate a conversion manually through the platform
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Written by Samantha
Updated over a week ago

Referral Code Blacklist

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Written by Samantha
Updated over a week ago

Personal URL Export

An easy-to-use export to share referral links
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Written by Samantha
Updated over a week ago

Mark Coupon as Distributed

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Written by Samantha
Updated over a week ago

Set up a Custom Domain Shortener for Friendbuy Referral Links

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Written by Samantha
Updated over a week ago

Using Webhooks

Use the webhooks to notify your system of an event
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Written by Samantha
Updated over a week ago

Webhooks v1.0 Documentation

For those of you still on version 1.0 ...
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Written by Samantha
Updated over a week ago
Reporting

Referral + Sharing Report

View, filter, and export referral analytics across widgets and channels
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Written by Samantha
Updated over a week ago

Conversions Report

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Written by Samantha
Updated over a week ago

Rewards Report

Details of each Advocate reward status and payout, plus high-touch capabilities to override a rejection or manually evaluate a reward
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Written by Samantha
Updated over a week ago
Advanced Use

Advanced Rewards

Build dynamic tiers for rewarding Advocates, based on referred-Friend purchase behavior or number of referral conversions accrued
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Written by Samantha
Updated over a week ago

Widget Targeting

Load a specific widget based on user criteria or purchase behavior
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Written by Samantha
Updated over a week ago

Generate Personal URLs (PURLs) using JavaScript

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Written by Britain Southwick
Updated over a week ago

Fetch or Create Personal URLs (PURLs) using the REST API

Distribute Personal URLs via marketing and transactional assets
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Written by Samantha
Updated over a week ago

Make referral attribution based on a pre-distributed coupon code

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Written by Samantha
Updated over a week ago

Building a "Track My Invitations" Dashboard

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Written by Britain Southwick
Updated over a week ago

How to Create a Self Referral Roadblock Modal

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Written by Samantha
Updated over a week ago