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 Custom Event action on behalf of a participant. This will result in their referrer receiving referral credit. This is useful when you have a Custom Event referral trigger that happens offline, or if you are unable to integrate the referral trigger programmatically into your site or web app.

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

Important notes:

The new participant on whose behalf you are performing the Custom Event, must have a referrer. This can be done in either of the following ways:

  • They will have needed to have visited and signed up on your site using another participant's unique share link (e.g, https://yourwebsite.com?grsf=participant_unique_id). You must have also integrated the form on your site to add participants to your referral program. This way, GrowSurf will recognize the participant has a referrer, and you can manually trigger a referral.
  • If the new 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 campaign dashboard, and search for the referred participant by their email or unique ID. View their details to see a page that looks like the image below.

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

Once the referral has been triggered, the referred participant's referrer should receive a referral credit, and any emails that you enabled in the Campaign Editor will be sent out.

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