How can I test if referral tracking is working on my site?

Once you've successfully published your campaign, we recommend testing from start to finish (as both referrer and referred friend) in order to ensure that your referral workflow is working as intended.
If you are working out of a development/local environment, you will need to whitelist your URL.

Test as a referrer:

  1. Go to your admin dashboard, click the Participants tab, then click "Add > Add A Participant".
  2. In their participant detail page, copy their unique referral link by clicking the top-right 'More Actions' dropdown, and Copy Referral Link button.
    1. If you are testing on a whitelisted URL, all you will need to make sure you have is the ?grsf=abc123 part. For example, if the copied link is https://business.com?grsf=abc123 and you are trying to test on http://localhost:3000, you would use http://localhost:3000?grsf=abc123.
  3. Follow the Test as a referred friend steps below. Once completed, refresh your admin dashboard. You should see that a new participant was added and that their referral source is the referrer.
  4. Repeat steps 1-3 above until the referrer unlocks a reward. To confirm a new reward, go to your admin dashboard. You should see a red banner indicating that there are rewards to approve or fulfill. You can also click on the referrer to view their full details, then click the top-right blue Rewards button. This will open up the 'Manage Rewards' slider window.
  5. Make sure that any enabled GrowSurf emails are sent out and that any connected integrations (e.g, Zapier, Webhooks, Mailchimp) are triggered when you would expect them to be.

Test as a referred friend:

  1. Open up your browser in incognito/private mode. Visit the participant's unique link (acting as the referred friend in incognito/private mode is recommended to avoid any mixups from cookies).
    1. NOTE: If you are testing from the same device (or machine), your anti-fraud settings must be turned to Loose in order for you to get added as a new participant. Make sure your anti-fraud settings isn't set to Strict while testing (more details here)
  2. Go through the normal process of what you expect a referred friend would do on your site (e.g, navigate around webpages)
  3. Test that your referral trigger is working as intended based on what you selected in your campaign. If you are using "Sign Up", merely signup. If you are using "Sign Up + Qualifying Action", sign up and also perform the qualifying action to trigger the referral.
    1. In your campaign dashboard, make sure that the referrer is associated with this newly referred friend
    2. If you are using the automagic option for adding new participants (see image), follow these steps:
      1. If you have a Signup URL and/or Redirect URL set, please make sure that you are following the same-origin policy, or else referral tracking will not work.
      2. If you are tracking multiple forms or input fields, make sure that you test all these signup entry points on the webpage by repeating Step #3 for each entry point (i.e, all inline forms, any popup forms).
      3. Make sure the forms or inputs you are tracking are not contained within an iframe.
    3. If you run into issues with new participants not being added, see this article.
    4. If you are using the automagic option for adding new participants, exit out of all your open private browser windows, and repeat these steps two more times. This is to ensure sure participants are being added consistently. Some web platforms have JavaScript that prevent standard form submissions, which will cause issues (View more details here)
  4. Make sure that any enabled GrowSurf emails are sent out and that any connected integrations (e.g, Zapier, Webhooks, Mailchimp) are triggered when you would expect them to be.
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