Basic Terms:

  • Member / Referrer / Customer / Advocate: A member, referrer, or advocate is someone who has registered for your referral program with the intention to refer someone to your business. 
  • Referee / Friend: A referee, or friend is the person who has been referred to you and received an invitation to become a customer of your business.
  • Referral: A referral is a record between a member and a referee. The referral can be in different states depending on the next information or action required by the member, referee, or Portal user in the process.

Referral Terms:

  • New Member: A member that has recently joined your referral program.
  • Login: A member that has logged in to your referral program. 
  • Refer Someone / Make A Referral / Send A Referral: A member that has logged in to your referral program and shared their referral link to their friend, by email, social media, direct message, or pasting their referral link somewhere.
  • Claiming an Offer: The act of a referee who has been referred, clicks on the referral link, arrives on the referral landing page, and provides their name, email address, and agrees to program terms & conditions.
  • Lead: A referee who has expressed interest in becoming your customer.
  • Conversion: A referee who has become your customer as a result of the referral.
  • Reward: Something that has been earned by your customers and/or their referees for a successful referral.
  • Fulfillment: The act of giving or sending a reward to your customers and/or their referees after a successful referral.

Campaign Terms:

  • Campaign: A campaign is a set of rules, program participation and reward eligibility criteria, rewards given, and actions your customers and their friends will need to follow in order to have a successful referral and earn rewards.
  • Default Campaign: A default campaign is the campaign that is available to all of your customers who arrive on the referral program home page. RewardStream allows you to have multiple simultaneous campaigns so campaigns that are not the default campaign can be accessed by having your customers click on a specific campaign link so they can send referrals for non-default campaigns.
  • Home Page: The Home Page is where your customers will learn about the referral program.
  • Send Referral Page: The Send Referral Page is where you customers will send referrals to their friends after they've logged in.
  • Referral Landing Page: The Referral Landing Page is the page where referees will arrive after they've been referred to express interest in becoming a customer of yours.
  • Referral Email: The Referral Email is the email that is sent to referees when members make a referral.
  • Referral Instructions: The Referral Instructions are what the referee should do next after to have become your customer, have a successful referral, and earn a reward.
  • Referral Instructions Email: The Referral Instructions Email is the email that is sent to referees after they claimed their offer with instructions on what to do next.

Referral Page Terms: 

  • Name: The name of the member or referee involved in the referral.
  • Email Address: The email address of the member or referee involved in the referral.
  • (Referral) Status: The status of your referral (see below for a list of referral statuses)
  • Referral Method: The way the referral was sent.
  • Claim Offer Date: The date the referral offer was claimed by the referee.
  • Referral Code: The unique code associated to the referral. For First Purchase campaigns, this is the code that's given to referees to make their first order from you. For Account Activation campaigns, this is just an internal identifier for the referral.
  • Campaign: The campaign that the referral is associated to.
  • Account Identifier: This is the unique string that identifies your members and referees apart from one another. For example, this could be an account number, phone number, or email address.
  • Account Creation Date: This is the date your customers and referees became a customer with you.
  • Account Status: The status of the member or referee's account (see below for a list of account statuses)

Member Page Terms: 

  • Profile Tab: This tab displays the member's system information.
  • First Name: The first name of the member.
  • Last Name: The last name of the member.
  • Email: The email address of the member.
  • Language: The preferred language of the member (captured based on the language the member registered in).
  • Phone Number: The phone number of the member.
  • Registration Date: The date your customer joined your referral program.
  • Member ID: The internal RewardStream member ID.
  • Account Tab: This tab displays the member's account/customer information. 
  • Account Identifier: The unique string that identifies this member apart from other members, such as an account number, phone number, or email address.
  • Account Creation Date: The date your customer became your customer.
  • Account Status: The status of your customer in your customer database.
  • Eligible For Rewards: If the member is eligible to earn referrer rewards (if set to no, this member can make referrals but will not earn rewards for successful referrals).
  • Account Type: The account type of the your customer and can be used to determine program participation eligibility and/or reward eligibility.
  • Account Sub-type: The account sub-type of the your customer and can be used to determine program participation eligibility and/or reward eligibility.
  • Purchase Number: For programs with purchases, the order ID of the purchase.
  • Purchase Date: For programs with purchases, the date the purchase was made.
  • Purchase Amount: For programs with purchases, the purchase amount before discounts, shipping costs, and taxes.
  • Product: For programs with purchases, the product or products that were purchased.
  • Referrals Tab: This tab displays the referrals the member had made.
  • Referred: The name of the person who was referred.
  • Email Address: The email address of the person who was referred.
  • Claimed On: The date the person who was referred claimed their offer (it will be blank if the person has not claimed their offer yet).
  • Referral Method: The way the person was referred.
  • Referral Status: The status of the referral (see below for a list of statuses).
  • Referral Code: The unique code associated to the referral. For First Purchase campaigns, this is the code that's given to referees to make their first order from you. For Account Activation campaigns, this is just an internal identifier for the referral.
  • Rewards Tab: This tab display the rewards the member has earned.
  • Date Earned: The date the reward was earned.
  • Item: The name of reward that was earned.
  • Source: The way the reward was earned and who (by referring someone or being referred)
  • Item (Fulfillment): The name of the reward that was fulfilled.
  • Status (Fulfillment): The status of the fulfillment (see below for a list of statuses).
  • Edit Member: This button allows you to edit the member's system information like name, email address, phone number, default language, or address.
  • Send Password Reset Email: For referral programs that use RewardStream's credentials to register and log in to the referral program, this button allows you to send a password reset email to the member.
  • Send a Referral: If avaialble, this button allows you to send a referral on behalf of the member to a referee by providing the referee's name and email address.
  • Record a Referral: If available, this button allows you to record and process a referral between a member and their referee by providing their referee's name, email address, account identifier, purchase information (if applicable), and agree to program terms & conditions.
  • Withdraw Member: This button allows you to withdraw the member from the referral program. The member's information will be wiped from the system, the member can no longer log in to the referral program (they can register again), referrals that are in process will be denied, and referral program emails will no longer be sent.
  • Search for Another Member: This button takes you back to the member search page.

Referral Statuses:

  • Offer Unclaimed: The Referrer has sent a referral email to their friend or family member and Referee has not yet expressed interest in taking action on the referral. 
  • Offer Unclaimed: Clicked: The Referee has opened the email and clicked on the link but has not yet expressed interest in taking action on the referral.
  • Account Identifier Required: The Referee has received the referral, claimed their offer, and received instructions on how to proceed with the referral but has not yet performed that action (e.g. use a referral code, open an account, and self-report, etc.)
  • Account Validation Required: The Referrer and Referee’s account information has been provided to the referral system but the information has yet to be validated by you, either manually in the Portal or via data exchange (file exchange or API). 
  • Purchase Required: The Referee has expressed interest in taking action on the referral and received a referral code to make their first purchase. It's possible that the Referee has already made a purchase but the order has not yet been invoiced in the eCommerce system. Once the order is invoiced in the eCommerce system, the referral will proceed to the next status.
  • Approved: The referral has been approved and the member and/or referee has earned their reward (unless the referrer is ineligble to earn rewards or has reached their reward limit for the calendar year).
  • Denied: The referral has been denied.
  • Pending Denial: The referral is going to be denied. This status gives us the opportunity to adjust referrals that will be denied for a variety of reason (e.g. invalid account information, incorrect purchase data, etc.) If no changes are made to the referral after X days, the referral will be denied, where X is a configurable amount of days (usually 7). 
  • Expired: The referral has been expired.

Account Statuses:

  • Unknown: This is the initial default status, which means the system doesn’t know the current status of the account. This is the default status prior to validating an account.
  • Valid: This status means the Referrer/Referee has an account with you.
  • Invalid: This status means the Referrer/Referee does not have an account with you.
  • Closed: This status means the Referrer/Referee had an account with you but the account has been closed and the Referrer/Referee is no longer a customer of yours.
  • In Return Period: For programs with a return period, this status means the Referee has an account with you and the referral is waiting in the Return Period to pass before the account needs to be revalidated. The corresponding referral status is Account Validation Required and this status is only relevant to Account Activation Campaigns.
  • Revalidation Required: For programs with a return period, this status means the Return Period has passed and the account needs to be revalidated to determine if the Referee still has an account with you. The corresponding referral status is Account Validation Required and this status is only relevant to Account Activation Campaigns.

Fulfillment Statuses:

  • Awaiting User Information: For programs with rewards that are physically mailed, this status means we are waiting for the member or referee to provide their mailing address so we can send them their reward.
  • Fulfillment Pending: For programs that do not have real time or daily fulfillment, this status means we are waiting for the reward to be sent to the party who is responsible for fulfilling the rewards.
  • Sent For Fulfillment: This status means the rewards have been sent to the party who is responsible for fulfilling the rewards and RewardStream is waiting to hear back on the status of the fulfillment.
  • Fulfilled on...: This status means the rewards have been fulfilled and the member or referee have received their reward or their rewards have been shipped.
  • Fulfillment Failed / Fulfillment Cancelled: This means the rewards were not fulfilled, likely because the customer not long has an active account or it was determined that the customer is not eligible for rewards.
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