Once you are logged into the Portal, on the Home page, you will see a quick snap shot of the number of participants in each of the statuses. The statuses displaying will change based off of the type of campaign your referral program.  If you are unsure of the campaign type that you have, take a look on your portal what statuses display and match them accordingly to the statuses below.

The different campaign types and the referral statuses are as follows:

1. First Purchase Discount Campaign

In this type of campaign, the person who is being referred (the Referee) must make a purchase on you eCommerce store with their referral code in order for the referral to be successful and approved.

  • 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. If you see "Offer Unclaimed: Clicked", it means the Referee has opened the email and clicked on the link but has not yet expressed interest in taking action on the referral.
  • 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.
  • 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. 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).
  • Approved: The referral has been approved and the referrer has received 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.
  • Expired: The referral has been expired.

2. Account Activation Campaign

In this type of campaign, the person who is being referred (the Referee) must open a qualifying account (and potentially completing another actions, such as making X transactions or waiting X days), and often (not always) self-reporting that they have completed the action. We have to verify that the Referee has completed the desired action in the correct time frame in order for the referral to be successful and approved.

  • 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. If you see "Offer Unclaimed: Clicked", it means 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). 
  • 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). 
  • Approved: The referral has been approved. 
  • Denied: The referral has been denied.
  • Expired: The referral has been expired.

3. Basic Referral Campaign

In this type of campaign, the person who is being referred (the Referee) must perform an action and someone must log into the Portal to verify that the action has occurred in order for the referral to be succcessful and approved.

  • 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. If you see "Offer Unclaimed: Clicked", it means the Referee has opened the email and clicked on the link but has not yet expressed interest in taking action on the referral.
  • Verification Required: The Referee has received the referral, claimed their offer, and received instructions on how to proceed with the referral but an administrator has not yet verified they've completed that action yet.
  • Approved: The referral has been approved. 
  • Denied: The referral has been denied.
  • Expired: The referral has been expired.


Did this answer your question?