Understanding day-to-day referral management

Once a referral program is running, most of it looks after itself. These screens are where the exceptions land, and only one of them needs you on a schedule.

Screen	What it is for	How often
Orders	Approve or reject the orders that need a decision	Weekly
Fraud center	Read why an order was flagged and close the case	Alongside the orders review
Contacts	Look up a referrer, read their activity log and open the referral hub as they see it	When a referrer needs help or you want to check one account
Track Coupons	Trace a discount code from issue to redemption	When a referrer asks about a missing or dead code
Activities	Read every join, share, claim and purchase, newest first	When you need to explain what happened to one customer

The one rhythm that matters

Review flagged orders weekly rather than as a fire drill. Flagged orders sit on a 14-day hold, then approve themselves, so a flag nobody reads protects nothing. A genuine referrer left waiting usually stops sharing.

Unflagged pending orders need no attention; they approve on their own when the review period ends. The exception is a referral with a custom reward, which stays Pending until you approve it. Spend the time on the flagged ones and on any custom rewards.

Important

If you set a campaign to Inactive while its orders are on hold, they don’t approve themselves when the hold ends. They stay Pending until you approve or reject them in Orders.

When something has gone wrong

• A reward has not arrived → troubleshooting referrals and rewards
• A discount code will not work → troubleshooting discount codes

Related

• How to control when a reward is issued and revoked - the settings that decide what lands in the orders queue.
• How to read your referral analytics - whether the program is paying for itself.