Usually, we receive event participant, reward, and referral information through one of your data integrations or a bulk import. You can also manage these individually. Adding data manually will trigger any program automation such as goals and rewards.
In the left navigation menu, select
[Engage] → Participants.
Select Add User.
Enter the participant’s details:
First and last name
Email address
Account and user ID, which we recommend making the same unless the account will be shared among multiple participants
Select the Referable checkbox to allow the new participant to be referred by another participant.
[Uncheck] the Referable checkbox for participants who should not be referred.
Select Add.
In the left navigation menu, select
[Engage] → Participants.
Search for the participant to whom you want to add a reward.
Select their name to open their participant profile.
In the Rewards section, select Add Reward.
Choose from a Pre-configured Reward or Unit-based Reward.
Select the reward or reward unit and amount from the drop-down lists.
If the reward is not available to select from the drop-down list, you'll need to add it manually. To add the reward to your reward category:
In the left navigation menu, select
[Engage] → Rewards → Catalog.
In the top right corner select Create Reward.
Enter a name for the reward, then select Gift Card as the reward type.
Select a Gift card type and complete any further details required.
Select Create reward. The reward will now show up in the drop-down list mentioned in step 6.
Select Add.
Find the code of the customer advocate:
This is the participant whom you want to receive the credit for making the referral.
In the left navigation menu, select
[Engage] → Participants.
Search for the participant whose referral code you want to use.
Select their name to open their participant profile.
From the Program selection dropdown list in the Referral Info section, pick the referral program you want to use.
Select the Copy icon to the right of the Referral Code.
Add the referral code:
In the left navigation menu, select
[Engage] → Participants.
Search for the participant you want to mark as the referred friend.
Select their name to open their participant profile.
In the Referrals section, select Add referrer.
Paste the referral code you copied previously.
Select Add.