Filter & Manage Advocate Participants

You can filter participants, view a participant profile and performance statistics, and add or import users.

View your participants

1. From the left navigation menu, select [Engage] → Participants.

2. Search for or filter your participants using the filtering tools below Participants.

   • Refer to the Filter participants section for more information.

3. Select a participant's name to see more information about their profile.

4. View an overview of the participant stats.

   • Refer to the Participants statistics table for more information.

   • For additional insights into participant statistics, view Reporting Overview.

5. In the upper-right corner of the screen, select Refresh Participant Stats to get the latest insights.

Participants statistics table

Column name	Description
Name	The participant's name.
Flags	Any flags for this participant, including fraud and security concerns or cash payout-related holds. Note: If participants run into issues with payout holds or have questions about payments, they can reach out to the impact.com support team for assistance.
Date Added	The date on which this participant was created in impact.com.
Traffic	The total number of visitors that have clicked one of this participant's share links.
Goals	The total number of times a user achieved a program goal. Refer to Advocate Program Rules Explained to learn more about goals.
Referrals	The number of referrals started by a participant.
Converted Referrals	The number of referrals that have successfully signed up and then completed the referral process.
Rewards	The total number of rewards the user earned.

Filter participants

Filter participants by matching certain characteristics with a filter type and the preferred value.

Some filters can be created using custom fields and appear in the filter drop-down menu.

1. On the Participants screen, next to the search box, select Advanced filter → Add filter

2. From the Select filter [Drop-down menu], choose your preferred filter, the filter type, and the result.

   • Refer to the filter reference table for more information.

3. Once you've specified the filter results from the [Drop-down menu], your participants will filter accordingly.

   • Select Add filter to add more filters.

   

Filter reference table

Filter name	Description	Filter type
Date Created	The date on which a participant joined your Advocate program.	• after or on • before • within
Segments	Participant groups based on shared characteristics, e.g., age, gender, and location. Learn more about user segmentation.	• is • is all of • is one of • is not • is not one of
Locale	The participant’s locale, used for Internationalization. The locale format is language_COUNTRY .	• is • is one of
Country Code	The participant’s locale, used for Internationalization. The user’s country code (e.g. CA).	• is • is one of
User ID	The unique identifier provided for this participant.	• is
Account ID	The unique identifier of the account to which this participant belongs.	• is
Email	The email address of the participant.	• is • exists
First Name	The participant’s first name.	• is
Last Name	The participant's last name.	• is
Blocked	All the blocked participants.	• exists
Fraud Flag	Any participants linked to unauthorized activities. E.g., Blocked IP or Rate Limit.	• is one of • is all of • exists
Started Payout Setup	Participants who have begun setting up their tax form or banking information for cash payouts.	• exists