Understanding day-to-day referral management
Once a referral programme is running, most of it looks after itself. Four screens are where the exceptions land — and only one of them needs you on a schedule.
| Screen | What it is for | How often |
|---|---|---|
| Referral orders | Approve or reject the orders that need a decision | Weekly. Flagged orders sit on a 14-day hold, then approve themselves |
| 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 |
The one rhythm that matters
Section titled “The one rhythm that matters”Review flagged orders weekly rather than as a fire drill. A hold that runs out approves itself, so a flag nobody reads protects nothing — and 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.
When something has gone wrong
Section titled “When something has gone wrong”- A reward has not arrived → troubleshooting referrals and rewards
- A discount code will not work → troubleshooting discount codes
Related
Section titled “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 programme is paying for itself.