Once referral codes are set up, you will be able to track how well each referrer is doing, create new referral codes, edit or delete existing referral codes, and download all referral code information as a CSV. This section will walk you through each of these functions.
REFERRAL CODE MANAGEMENT
Once referral codes are set up, you will be able to track how well each referrer is doing, create new referral codes, edit or delete existing referral codes, and download all referral code information as a CSV.If you have not yet set up referral tracking, then you can do so by following the steps outlined in the section “How to Set Up Referral Tracking”.
MANAGE REFERRAL CODES
Under the “Social” tab of the race dashboard, you will find a section labeled “Referral Tracking”.In this section, you will be given two options; you can either select “Set up Referral Tracking” or “Manage Referral Codes”.In order to view, edit, and update your referral codes, you will want to click on the header for “Manage Referral Codes”.
Locating Referral Codes
At the top of the “Manage Referral Codes” section, you will be able to search for specific referral codes by “Description”, “E-mail”, the “Referral Code” itself, referral codes “since” a certain date, and/or referral codes “until” a certain date.After clicking “Search”, the table below will be updated to show you the referral codes relevant to your search terms.
Note: If you use either the “Referrals Since” or the “Referrals Until” parameters, the results will show only the referral codes that have been used at least once.If you are searching for an unused referral code, then do not use either of these two parameters.
Also, if a registrant is in need of figuring out what their own personal referral code is, then instead of using the search, you could direct them to their registration confirmation email, which will contain this information.If they have deleted the confirmation email, they can always have it resent, as is explained in the section “How to Resend the Confirmation Email”.
Viewing Referral Codes
The table in the “Manage Referral Codes” section will first show you the “Description” of the referral code, followed by the “Type” of code it is; “User” codes indicate an automatically generated registrant’s code, while “Other” codes indicate manually generated codes.The email address associated with that code will be listed in the table as well (if applicable), and the “Code” column will contain all of the unique referral codes.
The next four columns of the table will give you the usage information for each individual referral code.You will be able to view the totals for “Race Page Views”, “Sign Up Page Views”, “Completed Registrations”, and “Cleared Registrations”.Also, by clicking on any of the columns within the table, you can sort the information in either ascending or descending order.
In the “Actions” column of the table, you will find buttons for editing, deleting, and viewing the links for each referral code.If you click on the “Links” button in line with any one of the referral codes, you will find the “Race Page” and “Race SignUp Page” links with their corresponding referral code included.These links can be used by the referrer to increase their referral totals.
Downloading Referral Codes
The entire table of referral code information, along with monetary information linked to each referral code, is available for download as a CSV.This can be done by clicking “Download All as CSV”.
Note: This information will be downloaded in its entirety even if search parameters are set.
Creating Referral Codes
In some cases, you may need to manually create a referral code for non-registrants or registrants who signed up with a group. This can be done from the “Manage Referral Codes” section.
Note: When registrants sign up as a group, only the first registrant listed will have a referral code created for them.
In order to create a new referral code, begin by clicking on the button labeled “Add a Referral Code”.At that point, a box will pop up in which you will need to enter in a “Referral Description” (ex: a registrant’s name such as “Dante Zist” or an organization such as “May Dup Running Store”).You will also have the option to include an email address associated with that referral code.
When you are finished, click on the button marked “Add Referral”, and you will receive confirmation that the code was added, as well as the code itself.You can then hit “Close”, and you will find that the new referral code is now listed among those in the table.
Editing Referral Codes
If you click on the “Edit” button in line with any of the referral codes listed in the table, a pop up box will allow you to modify the “Referral Description” and/or the email address associated with that referral code.
Once you are finished making the necessary changes, click on the button marked “Update Referral”, and you will receive confirmation that the code was updated.You can then hit “Close”, and you will find that the updates on that referral code are now reflected in the table.
Deleting Referral Codes
If you click on the “Delete” button in line with any of the referral codes listed in the table, a pop up box will allow you to delete that referral code.Once you are sure that this is the referral code you need to delete, then click on the button marked “Delete Referral Code”, and you will receive confirmation that the code was deleted.You can then hit “Close”, and you will find that the referral code no longer appears in the table.