RewardStream Portal Guide

A guide to the RewardStream Portal: what it is, how it works, and what you can do in the portal to setup and manage your referral program

45 articles in this collection
Written by Jill de Chavez

Getting Started

What is the RewardStream Portal?

Written by Jill de Chavez
Updated over a week ago

How do I access the RewardStream Portal?

Written by Jill de Chavez
Updated over a week ago

Campaigns

What is a campaign?

Written by Jill de Chavez
Updated over a week ago

How do I create a campaign?

Written by Jill de Chavez
Updated over a week ago

How do I customize a campaign?

Written by Jill de Chavez
Updated over a week ago

How do I edit a campaign?

Written by Jill de Chavez
Updated over a week ago

How do I delete a campaign?

Written by Jill de Chavez
Updated over a week ago

How can I preview a campaign?

Written by Jill de Chavez
Updated over a week ago

What is a default campaign and how do I set a default campaign?

Written by Jill de Chavez
Updated over a week ago

How do I change to a different default campaign?

Written by Jill de Chavez
Updated over a week ago

How does running multiple campaigns work?

Written by Jill de Chavez
Updated over a week ago

Can you give me an example of a campaign?

Written by Jill de Chavez
Updated over a week ago

Analytics & Reporting

What do all of the terms in the Analytics mean?

Written by Jill de Chavez
Updated over a week ago

Referrals

What are the different account statuses and what do they mean?

Written by Jill de Chavez
Updated over a week ago

What are the different referral statuses and what do they mean?

Written by Jill de Chavez
Updated over a week ago

How to do I search for a referral?

Written by Jill de Chavez
Updated over a week ago

What are the different sections of a referral page?

Written by Jill de Chavez
Updated over a week ago

How do I validate referrer / member accounts?

Written by Jill de Chavez
Updated over a week ago

How do I validate referee accounts?

Written by Jill de Chavez
Updated over a week ago

How do I record referee purchases or service activations?

Written by Jill de Chavez
Updated over a week ago

How do I add or edit a note in a referral?

Written by Jill de Chavez
Updated over a week ago

How do I manually deny a referral?

Written by Jill de Chavez
Updated over a week ago

What are the different referral denial reasons?

Written by Jill de Chavez
Updated over a week ago

Members

How do I search for a member / referrer in my referral program?

Written by Jill de Chavez
Updated over a week ago

How do I view a member / referrer's profile?

Written by Jill de Chavez
Updated over a week ago

How do I provide or update a member / referrer's profile information?

Written by Jill de Chavez
Updated over a week ago

How can I provide or update a member / referrer's account information?

Written by Jill de Chavez
Updated over a week ago

How can I view the referrals a member / referrer has sent?

Written by Jill de Chavez
Updated over a week ago

How can I view the rewards a member / referrer has earned?

Written by Jill de Chavez
Updated over a week ago

How can manually record a referral between two existing members or a member and a referee?

Written by Jill de Chavez
Updated over a week ago

How can I manually create a new member / referrer?

Written by Jill de Chavez
Updated over a week ago

How can I withdraw a member / referrer from the referral program?

Written by Jill de Chavez
Updated over a week ago

How can I unsubscribe a member / referrer's email address from the referral program email list?

Written by Jill de Chavez
Updated over a week ago

Referees

How do I search for referees in my referral program?

Written by Jill de Chavez
Updated over a week ago

How do I view a referee's profile?

Written by Jill de Chavez
Updated over a week ago

How do I provide or update a referee's profile information?

Written by Jill de Chavez
Updated over a week ago

How do I provide or update a referee's account information?

Written by Jill de Chavez
Updated over a week ago

How can I view the rewards a referee has earned?

Written by Jill de Chavez
Updated over a week ago

Reward Fulfillment

How do I manually fulfill rewards in my referral program?

Written by Jill de Chavez
Updated over a week ago

Content

How do emails work in my referral program?

Written by Jill de Chavez
Updated over a week ago

What are the list of emails that get sent in my referral program?

Written by Jill de Chavez
Updated over a week ago

What are the Program Rules?

Written by Jill de Chavez
Updated over a week ago

What are the Terms & Conditions?

Written by Jill de Chavez
Updated over a week ago

What is a Privacy Policy?

Written by Jill de Chavez
Updated over a week ago

What is Contact Us?

Written by Jill de Chavez
Updated over a week ago