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.
The new participant on whose behalf you are performing the qualifying action, 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 friend 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 referrer should receive a referral credit, and any emails that you enabled in the Campaign Editor will be sent out.