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RewardStream Portal Guide

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

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45 articles in this collection
Written by Jill de Chavez
Getting Started

What is the RewardStream Portal?

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Written by Jill de Chavez
Updated over a week ago

How do I access the RewardStream Portal?

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Updated over a week ago
Campaigns

What is a campaign?

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Written by Jill de Chavez
Updated over a week ago

How do I create a campaign?

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Updated over a week ago

How do I customize a campaign?

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Updated over a week ago

How do I edit a campaign?

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Written by Jill de Chavez
Updated over a week ago

How do I delete a campaign?

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Updated over a week ago

How can I preview a campaign?

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Updated over a week ago

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

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Updated over a week ago

How do I change to a different default campaign?

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Updated over a week ago

How does running multiple campaigns work?

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Can you give me an example of a campaign?

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Updated over a week ago
Analytics & Reporting

What do all of the terms in the Analytics mean?

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Written by Jill de Chavez
Updated over a week ago
Referrals

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

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Updated over a week ago

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

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Updated over a week ago

How to do I search for a referral?

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Updated over a week ago

What are the different sections of a referral page?

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Updated over a week ago

How do I validate referrer / member accounts?

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Updated over a week ago

How do I validate referee accounts?

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Written by Jill de Chavez
Updated over a week ago

How do I record referee purchases or service activations?

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Updated over a week ago

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

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Updated over a week ago

How do I manually deny a referral?

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Updated over a week ago

What are the different referral denial reasons?

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Updated over a week ago
Members

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

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Updated over a week ago

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

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

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

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

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Updated over a week ago

How can I manually create a new member / referrer?

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Updated over a week ago

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

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Updated over a week ago

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

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Written by Jill de Chavez
Updated over a week ago
Referees

How do I search for referees in my referral program?

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Written by Jill de Chavez
Updated over a week ago

How do I view a referee's profile?

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Written by Jill de Chavez
Updated over a week ago

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

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Written by Jill de Chavez
Updated over a week ago

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

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Written by Jill de Chavez
Updated over a week ago

How can I view the rewards a referee has earned?

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Written by Jill de Chavez
Updated over a week ago
Reward Fulfillment

How do I manually fulfill rewards in my referral program?

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Written by Jill de Chavez
Updated over a week ago
Content

How do emails work in my referral program?

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Written by Jill de Chavez
Updated over a week ago

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

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Written by Jill de Chavez
Updated over a week ago

What are the Program Rules?

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Updated over a week ago

What are the Terms & Conditions?

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What is a Privacy Policy?

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Updated over a week ago

What is Contact Us?

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Updated over a week ago