How do I check if a referral has been submitted and its status?
To view whether a customer’s referral has been submitted or completed, you can easily check their referral activity in the Perkville dashboard. Here’s how you can look up a customer’s referrals and view their current status:
Steps to Look Up Referrals
Navigate to the Customer’s Profile:
From your Perkville Dashboard, search for the customer by name or email.
Click on the customer’s name to open their profile.
Access the Referral Details:
Once you’re in the customer’s profile, look for the Referrals section.
In this section, you will see a list of all the referrals the customer has made.
Check the Referral Status:
Submitted Referrals: Referrals that have been sent by the customer but are still pending.
Completed Referrals: Referrals that have been successfully completed when the referred individual takes a qualifying action (e.g., purchases a membership or attends an appointment).
Referral Details:
For each referral, you will see:
Referred Friend: The email of the individual referred by the customer.
Referral Status: Whether the referral is still a Lead or Completed.
Completion Date: The date the referral was completed.
Referral Offer Claimed Date: If applicable, when the referred person claimed the referral offer linked to the referral.
Troubleshooting
If the referral is missing, you can submit it for them following the instructions here.
Last updated
Was this helpful?