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

1. 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.

2. 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.

3. 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).

4. 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.