> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/advocate-participant-profiles-explained.md).

# Advocate 参与者资料详解

Advocate 计划中的每位参与者都有一个 *资料页* 。从其资料页中，你可以查看参与者的个人信息、推荐信息以及个性化统计数据。你还可以手动为其发放奖励，或将一次推荐归属给他们。

要打开参与者的资料页：

1. 从左侧导航菜单中，选择 ![](https://impact-1.gitbook.io/docs/emvxfLrwrlacc4y3y02Y/~gitbook/image?url=https%3A%2F%2F4048883401-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FwMLlMoFBtKJa8ptd3zaw%252Fuploads%252Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%252Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg%3Falt%3Dmedia\&width=300\&dpr=3\&quality=100\&sign=71dd50ef\&sv=2) **\[Engage] → 参与者**.
2. 使用搜索栏查找要查看资料页的参与者。你可以按姓名、电子邮件地址或 ID 搜索。
   * 了解如何使用 [高级搜索和筛选功能](/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/filter-and-manage-advocate-participants.md#filter-participants-0-1) 。
3. 选择其 **名称** 以打开其参与者资料。

#### 参与者详情

参与者资料页顶部显示参与者个人信息、推荐信息和统计数据的摘要。

**参与者信息**: 查看参与者的姓名、电子邮件地址和地区设置。选择 **编辑** 以更新其个人信息，包括存储在 [自定义字段](/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/custom-and-calculated-fields/custom-fields-for-advocate-explained.md).

**推荐信息**: 查看该参与者在所选计划中的推荐代码和分享链接。如果你有多个 Advocate 计划，则可以使用下方的下拉列表 *推荐信息* 来更改显示的是哪个计划的推荐代码和分享链接，以及通过该特定计划推荐了该参与者的人。计划按字母顺序排列，正在运行的计划显示在暂停的计划之前。

**参与者统计**: 右侧的参与者统计面板为你快速概览所选参与者在计划中的整体影响力。这些统计数据会定期更新，并汇总活动和结果：

<div data-with-frame="true"><figure><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FuUdIsN1eLtAuTwFZDM4g%2FScreenshot%202026-05-15%20at%2016.06.01.png?alt=media&amp;token=102688d0-c47d-4be5-ae5c-7519a1672aea" alt="" width="375"><figcaption></figcaption></figure></div>

这些统计数据可帮助你一目了然地评估参与者表现，尤其是在确定谁可以晋升到更高价值的合作层级，或邀请谁加入你的 Performance 或 Creator 计划时。

<details>

<summary>参与者统计参考</summary>

| 统计项     | 说明                          |
| ------- | --------------------------- |
| 流量      | 通过该参与者的分享链接产生的总访问量。         |
| 推荐      | 推荐的用户总数。                    |
| 已转化的推荐  | 完成转化的被推荐用户数量（通常是购买）。        |
| 目标      | 已达成的推荐目标数量（根据你的计划设置定义）。     |
| 奖励      | 该参与者获得的奖励数量。                |
| 小组件加载次数 | 该用户加载推荐小组件的频率。              |
| 参与者收入   | 参与者本人完成的购买总额。               |
| 推荐收入    | 被推荐后完成转化的用户带来的收入。           |
| 影响收入    | 来自所有被推荐用户的全部收入，包括首次购买之后的购买。 |

</details>

选择参与者详情下方的任一标签页可查看更多信息。

<details>

<summary>概览</summary>

左侧列 *概览* 屏幕显示有关该参与者的更多详情，包括其 [现金支付](/brand/zh/what-would-you-like-to-learn-about/advocate-program/advocate-rewards/pay-with-cash/cash-payouts-for-advocate-explained.md) 详情、其所属的任何 [用户分群](/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/manage-advocate-user-segments.md) 、推荐他们的人，以及他们上次登录的时间。你可以通过选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-830c4bcd7062a740c2beb07eaab9dbc0bebb941e%2Fc4c9ce310b96f63e13be975709c4aac596168e13e48d31916422fa0128ad1469.svg?alt=media) **\[铅笔]**.

该 *奖励* 表格显示该参与者的奖励历史。选择 **添加奖励** 以发放 [手动奖励](/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/add-an-individual-participant-reward-or-referral.md) （如有需要）。

<div data-with-frame="true"><figure><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FCLzaYG8cP5Wairo23BJ4%2FScreenshot%202026-05-15%20at%2016.15.40.png?alt=media&amp;token=e29a4cbf-1a95-401e-a37c-0d48ba5faa35" alt="" width="563"><figcaption></figcaption></figure></div>

该 *推荐* 表格显示该参与者的所有推荐。选择 **添加推荐人** 如果你需要 [将该参与者的推荐归功于另一位客户倡导者](/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/add-an-individual-participant-reward-or-referral.md) 。如果该参与者的任何推荐被标记为可能存在欺诈，你可以 [在此表格中审查它们](/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/referrals-and-events/review-pending-referrals-for-advocate.md) 。

<div data-with-frame="true"><figure><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fn416DdqFR0q268zYFBqf%2FScreenshot%202026-05-15%20at%2016.16.27.png?alt=media&amp;token=267cc01f-d3b3-4c89-88e0-66aeb5331af7" alt="" width="563"><figcaption></figcaption></figure></div>

该 *事件* 表格显示我们收到的关于该参与者的所有事件。你可以查看事件详情并获取更多信息，以帮助你排查问题。

<div data-with-frame="true"><figure><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-5deb92dfd23d099231225ba41c7fb4a634a87b45%2F9eb294d31867149fda87437f0b62d3f47a591f7837cc3df763a614a24654408c.jpg?alt=media" alt="" width="563"><figcaption></figcaption></figure></div>

</details>

<details>

<summary>代码和链接</summary>

该 *代码和链接* 屏幕显示该参与者按计划划分的所有推荐代码和分享链接。在这里，你可以将鼠标悬停在某个项目上并选择要执行的操作，从而编辑或删除现有代码或链接。

你也可以 [添加个性化分享链接或推荐代码](/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participant-experiences/assign-vanity-share-links-or-referral-codes.md) 。

<div data-with-frame="true"><figure><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FbPGtyshhhHqKzvRvvHDm%2FScreenshot%202026-05-25%20at%2018.26.05.png?alt=media&amp;token=7ae4179d-4498-488f-bb57-5d8a70b53d1d" alt="" width="563"><figcaption></figcaption></figure></div>

</details>

<details>

<summary>表单提交</summary>

从 *表单提交* 页面中，你可以查看参与者向你开启的表单提交的任何内容，例如你微网站的注册表单。将鼠标悬停在表格中的某一行上并选择 **查看详情** 以查看更多有关单个表单提交的信息。

</details>

<details>

<summary>付款和税务</summary>

如果 [W-9 合规](/brand/zh/what-would-you-like-to-learn-about/advocate-program/advocate-program-settings/w-9-compliance-explained-for-advocate.md) 已为你的 Advocate 计划开启，你可以使用 *付款和税务* 页面来检查或 [更改](/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/w-9-tax-compliance/manage-w-9-tax-compliance-for-participants-in-advocate.md) 该参与者的 W-9 收集状态。

如果你使用的是 [现金支付](/brand/zh/what-would-you-like-to-learn-about/advocate-program/advocate-rewards/pay-with-cash/cash-payouts-for-advocate-explained.md) ，则该页面会列出参与者的账户状态，并告知你任何缺失的税务表单或其付款冻结情况，以及其选择的付款方式和频率。

<div data-with-frame="true"><figure><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-3ae723bb5fdec5a0675e04d5fa01aae4c348bc72%2F5bc174863062dcfea3073b64f0c4753fc89420dc92ac0cd3194ef29f7aeb1072.jpg?alt=media" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
**注意：** 如果参与者在付款冻结方面遇到问题或对付款有疑问，他们可以联系 [impact.com 支持团队](mailto:saasquatch-support@impact.com) 寻求帮助。
{% endhint %}

</details>

<details>

<summary>目标</summary>

该 *目标* 页面显示所有 [计划目标](/brand/zh/what-would-you-like-to-learn-about/advocate-program/getting-started-with-advocate/advocate-program-rules-explained.md) 该参与者已达成的历史记录。

<div data-with-frame="true"><figure><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-5deb92dfd23d099231225ba41c7fb4a634a87b45%2F9eb294d31867149fda87437f0b62d3f47a591f7837cc3df763a614a24654408c.jpg?alt=media" alt=""><figcaption></figcaption></figure></div>

</details>


---

# Agent Instructions
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## Querying This Documentation
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