How can I manually trigger a referral on behalf of a participant?

Why should you manually trigger a referral?

Manually triggering a referral allows you to perform a qualifying action on behalf of a participant. This will result in their referrer receiving referral credit. This is useful when the qualifying action happens offline, or if you are unable to integrate the referral trigger programmatically into your website/web app.

E.g., someone converts into a paying customer or makes a purchase after they signed up on your site.

Important notes:

The participant on whose behalf you are performing the qualifying action must have a referrer. This can be accomplished in either of the following ways:

• The participant signs up on your site via a referrer's unique referral link (e.g., https://yourwebsite.com?grsf=participant_unique_id). Your signup form must be integrated with GrowSurf so that the participant is properly enrolled and their referrer is tracked.
• If the participant does not have a referrer, you can manually assign them one from the dashboard.

How to manually trigger a referral

Step 1: Go to your program dashboard, and search for the referred friend by their email or unique GrowSurf ID. The unique GrowSurf ID can be found in the participant’s referral link. For example, in https://yourwebsite.com?grsf=xia2zh, "xia2zh" represents the unique GrowSurf ID.

Step 2: Click on the blue 'Trigger Referral' button on the top-right side. A popup window will appear asking if you want to confirm triggering a referral. Click the 'Yes, Trigger Referral'.

Once the referral has been triggered, the referrer will receive referral credit. If enabled and applicable, the following emails may be sent:

• Referral Credit Received – Sent to referrers when they receive referral credit after a referred friend completes a qualifying action.
• Reward Unlocked – Sent to participants when they unlock a reward. If the reward is double-sided, the referred friend will also receive this email.