How to manage contacts

Referral → Contacts is your list of referrers: the customers who joined a campaign and can share a link or code. Use it to find one person fast, check what they’ve done, and see the programme through their eyes. The numbers behind each referrer, such as invites, successful referrals and revenue, live in the campaign instead: see Open a customer.

Best practice

Use Contacts to look up one referrer, and the campaign’s Referrers page to compare them. Contacts tells you who joined and when; the performance numbers are in the campaign.

Filter the list

Contacts shows only customers who joined as referrers, and there are no filter tabs. Narrow the list with:

• Search (the magnifier icon) to find a referrer by name or email.
• Campaign, the drop-down next to the magnifier, to show the referrers of one campaign if you run more than one campaign. It starts on All campaigns.
• Joined at to sort the newest or oldest referrers first.

Each row shows the CustomerID, Name, Email and Joined at date, and a View log button under Activities. The customer ID opens that customer in your Shopify admin, and Name shows a dash when the customer has no name on file. Click a row to open the contact’s page.

Export downloads the referrers as a CSV, for the campaign you have selected.

View log opens that referrer’s activity log: a dated list of what they’ve done in the programme, such as joining a campaign, placing an order or claiming a reward. For the stream across all referrers, see the activity feed.

Open a customer

To see invites, successful referrals and revenue for each referrer, open the campaign and choose Referrers under Generals. The list shows every referrer in that campaign with their campaign status, Successful referral, Referral invites, Referral revenue and Joined at date, plus a Reward tier column when the campaign uses FlexiTiers.

Click a referrer’s row to open their detail view, the fastest way to answer “where did this customer come from, and what have they earned?”

Referrer information shows their name, email and campaign status, with copy buttons for their email, referral link and referral code. Referrals summarizes their invites, successful referrals and referral revenue.

Referee list names everyone they brought in, with the referral method used, the coupon code, whether it was used, the order, the revenue, and the status. A referral you added by hand is marked Manually added.

Referrer rewards lists what they’ve earned, filtered by All, Discount code, Cash or Store credit. Free products and custom rewards appear here too — a custom reward shows the description you wrote for it. Discount codes carry their own status: Active, Scheduled, or Expired.

Order and reward records link straight through to the matching customer and order in your Shopify admin, and a cash reward links to its payout in referral orders.

The contact page

Clicking a contact opens their page: Referrer information with their name, email and campaign status, Referrals with their link, code, invites, successful referrals and revenue, and the lists of the friends they referred and the rewards they earned. The actions at the top are Open referral hub, View in Shopify, Block contact and Remove contact.

See the programme as a referrer sees it

Open referral hub on the contact page opens that customer’s referral hub exactly as they see it: their rewards, tier progress and activity. It’s the fastest answer to “my reward is missing” or “my tier is wrong”: look at what they’re looking at before you go digging.

Block a contact

Block a contact who abuses the programme, or who asked not to take part. Open the contact and choose Block contact. A block works like a ban:

• Their referral link and code are disabled.
• Unused reward codes of theirs, and of the friends they referred, are deactivated.
• Pending referred purchases are disqualified, and their rewards are not sent.
• They can’t join or rejoin the referral program with that email or that Shopify customer account, from any campaign.

The contact and their history stay in Bloop, marked Blocked. Unblocking restores everything the block disabled. To unblock a contact, contact Bloop support.

Remove a contact

Remove a contact when a customer asks you to delete their data, or when their record should not be in the programme at all. Open the contact and choose Remove contact. It is permanent:

• Bloop deletes their referral link and code, their referrals, rewards and activity, including the friends they referred.
• The discount codes Bloop created for them and for those friends are deleted from Shopify, used or not.
• The Shopify customer is not deleted, and store credit already added to a customer’s account stays there.
• Klaviyo and Mailchimp are not updated. Delete the profile there too if the customer asked to be forgotten.

The confirmation asks you to tick I understand this can’t be undone first. Also block this contact so they can’t join the program again is ticked by default; untick it if the customer may come back later.

Common mistakes to avoid

• Judging the programme by its top referrer. One heroic advocate hides a programme nobody else joined. Read the whole Referrers list in the campaign, not just the top row.
• Looking for performance numbers in Contacts. Contacts lists who joined, not what they brought in. Open the campaign and choose Referrers for invites, successful referrals and revenue.
• Removing a contact to stop abuse. Removing deletes the evidence and the friends’ reward codes. Block the contact instead, and remove only when the customer asks you to delete their data.
• Debugging a complaint from the admin side. Use Open referral hub first: most reports are explained by what the referrer can actually see.

Next steps

• Watch what customers are doing in referral activity.
• Review referred purchases in referral orders.
• Choose what referrers earn in Referrer and referee rewards.