Customers
Follow these steps to manage your customers.
Go to Customers by navigating to Referral program > Customers.
1.1. Customers data table
Shopify status will be synchronized with Customers in Shopify.
Members are who had accounts on store
Guests are who did not have accounts on store
Successful referrals are counted when referees used the referral discount code and purchased successfully.
Referrer revenue is the total amount spent by the referrer when placing orders using the reward they earned from the referral program.
Referee revenue is the total amount spent by the referee when placing orders using the reward they received from the referral program.
1.2. Invite customers
To invite customers join referral program, at the Customers tab > Invite > Select customers > Send invitation.
Referral invitation email will be sent when you click Send invitation.
1.3. Export customers
Click the Export button to have a CSV file about the referral program.
Here is the CSV file of referral program:
Click on one customer to view details
2.1. Click View in Shopify to view customer in Shopify admin
2.2. Customer information card include basic information of that customer. Program status includes:
Joined: when customer joined Referral program and had Referral link
Not joined: when customer did not join Referral program and have Referral link
2.3. Referrals card include:
Referral link: referees can receive rewards when enter referral link
Total referees: the number of referees that the referrers have referred
Successful referrals: the number of referrals marked as Completed
Referral revenue: total amount of orders bought with discount code from referees
2.4. Activity:
Referrals
Status:
Pending - referee has not ordered successfully with discount code
Blocked - referee is not valid and cannot be referred
Completed - referee has ordered successfully with discount code
Order total: the amount of that succesful order
Rewards
Used - customer has ordered successfully with that discount code
Unused - customer has not ordered successfully with that discount code
Last updated