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DocsNaayya appBlogContact support
  1. Docs
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  3. Referrals
Open app

Referrals

Track referral links, referred customers, and reward status.

Use Referrals to see who is sharing referral links, who was referred, and whether rewards are pending, completed, or revoked.

Open referrals#

Go to Admin > Referrals.

You need marketing access to open and manage referrals. If Referrals is not available in your admin menu, ask an owner to review your access.

What the page shows#

The Referrals page can show:

  • Referral links
  • Referrers
  • Referred customers
  • Pending referrals
  • Completed referrals
  • Revoked referrals

Use the status to decide what needs review.

Update reward status#

When a referral needs review, update its status only after checking the customer and purchase context.

Common statuses:

  • Pending: still being reviewed
  • Completed: marked complete
  • Revoked: marked revoked and no longer active

Good referral hygiene#

  • Check duplicate customers before completing rewards.
  • Review whether the referred customer actually met your rules.
  • Keep reward changes consistent with your public terms.
  • Do not manually complete rewards you cannot explain.

Related articles#

  • Leads Management
  • Customer Details
  • Coupons
  • Customer Segments
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