Each participant in an Advocate program has a profile page. From their profile, you can view a participant's personal details, referral information, and individualized statistics. You can also manually issue them a reward or attribute a referral.
To open a participant's profile:
From the left navigation menu, select Participants.
Use the search bar to find the participant whose profile you want to view. You can search by name, email address, or ID.
Learn how to use the advanced search and filter features available on this page.
Select their name to open their participant profile.
The top of the participant profile shows a summary of the participant's personal details, referral information, and statistics.
Participant information: View the participant's name, their email address, and their locale. Select Edit to update their personal details, including data stored in custom fields.
Referral info: View this participant's referral code and share link for the selected program. If you have multiple Advocate programs, then you can use the dropdown list below Referral Info to change which program's referral code and share link are displayed, as well as who referred this participant through that specific program. Programs are arranged alphabetically, with live programs listed before paused programs.
Participant stats: Review individualized statistics about this participant's performance in your Advocate program.
Select one of the tabs below the participant details to view more information.
The left column of the Overview screen displays more details about the participant, including their cash payout details, any user segments they belong to, who referred them, and when they last logged in. You can adjust participant details by selecting ![[Edit]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-e61063d693316495c46ce944a80f6e34.svg)
[Pencil].
The Rewards table displays the participant's history of earned rewards. Select Add Reward to issue a manual reward if needed.
The Referral table displays all referrals this participant has made. Select Add Referrer if you need to credit another customer advocate with referring this participant. If any of the participant's referrals have been flagged for potential fraud, you can review them within this table.
The Events table displays all events we've received for this participant. You can view event details and gather further information to assist you with troubleshooting.
The Codes and links screen shows all this participant's referral codes and share links, broken down by program. Here, you can edit or delete existing codes or links by hovering your cursor over the item and selecting the action you want to take.
You can also add vanity share links or referral codes from this screen.
If W-9 Compliance is turned on for your Advocate program, you can use the Payouts and Tax screen to check or change the participant's W-9 collection status.
If you're using cash payouts instead, this screen lists the participant's account status and informs you of any missing tax forms or holds on their payouts, as well as their selected payout method and frequency.
