Usually, we receive event participant, reward, referral or event 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:
Go to the Participants page.
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.
Find the code of the referrer. This is the participant whom you want to receive the credit for making the referral.
Navigate to the Participants page.
Select the name of the referrer to open their participant profile.
From the Program selection dropdown list at the top of the page, pick the referral program you want to use.
Select the Copy icon to copy the referral code.
Navigate to the Participants page.
Select the name of the participant you want to mark as referred.
In the participant's profile, select the plus button on the right side of the referrals section.
Enter the referral code.
Select Add.
