Member Details Tab Overview - Referrals

Referrals (sometimes called "Refer a Friend" or RAF) represent a scenario where a new Member enrolls in your loyalty program based on an endorsement or recommendation from an existing Member. Marketers will often grant a reward or some other benefit to the referring Member, as a way of showing gratitude for the referral.

Typically the referral process works by having the platform generate a unique Referral Code for an existing Member. That Member can then share their Referral Code with a non-Member. If that non-Member enrolls in your loyalty program and references that Referral Code (or references the Referral Code later after signing up), the platform generates a Referral Activity on both the new Member and the referring Member.

The Referrals tab of the Member Details screen lists all of the Members who joined your loyalty program based on a referral from the currently selected Member. For each referral, the tab displays the referred Member's name and Member ID, and the Referral Code. If you click a referral on this tab, the platform displays the Member Details screen for the referred Member.

The Referrals tab displays only referred Members; it does not show the inverse (the referring Member). Consider an example where John is an existing Member, and he refers his friend Mary to join your loyalty program. If you viewed John's Profile on the Member Details screen, the Referrals tab would list Mary's name, as Mary is one of John's referred Members. However, if you viewed Mary's Profile on the Member Details screen, the Referrals tab would not list John's name.

When viewing Mary's Profile, if you wanted to know who referred her to join your loyalty program, you would need to look in the Referrer ID field within the header area of the Member Details screen. In this example, this field would list John's Member ID. You can click this Referrer ID to navigate to John's Profile.

In addition, the Referrals screen provides a convenient list of both referred and referring Members, side by side.