Affiliate Program — Managing Referrals
Referrals can be managed at any time in the Referrals dashboard
Referrals Dashboard
The Referrals dashboard provides a general overview of all referrals generated by affiliates.
The dashboard also helps you perform the following quick actions:
- Accept, review, or reject a referral
- Opening a specific referral's slide-over
Referral Slide-over
The referral slide-over provides a breakdown of the referral created. The first part displays a breakdown of how the affiliate's commission is calculated.
The second part displays a timeline of the referral, including when it was created, reviewed, and accepted.
The slide-over also displays a number of quick actions: updating a referral's status, and displaying the associated invoice or affiliate.
Frequently Asked Questions
Can I update a previously rejected referral to an accepted status?
No, once you reject a referral, it is no longer possible to update its status to accepted at a later stage. As such, we only advise rejecting a referral if and when you are certain that you don't want to update the status at a later date.
Should you wish to keep the optionality, we advise changing the status to "In Review" instead