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.
Add a:
In the left navigation menu, select Participants.
Select Add User.
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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.
You can select from a reward your program is already set up to distribute or a new custom reward. If you select a reward already configured for your program, then the notification for this manual reward remains compatible with your program messaging and widget display.
In the left navigation menu, select Participants.
Search for the participant for 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 from the dropdown lists.
Select Add.
Once a referral attribution has been created, it can’t be changed or removed.
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Find the code of the customer advocate. This is the participant whom you want to receive the credit for making the referral.
From the left navigation menu, select 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.
From the left navigation menu, select 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.