Overview
The article provides a comprehensive guide on how to use the Admin Referral Dashboard within AdvocateHub, detailing the process of accessing the dashboard, managing individual referrals, and utilizing features such as milestone advancement, filtering, sorting, and referral statistics. It also includes instructions on how to delete a referral and emphasizes that deletion only affects the Influitive system, not synchronized external platforms.
Information
You can use the Admin Referral Dashboard to see all the referrals submitted across your Referral Campaigns, filter down, and advance milestones for individual referrals.
- Getting to the Dashboard
- Referral Detail
- Milestone Advancer
- Filters
- Sorting
- Referral Stats
- Deleting a Referral
Getting to the Dashboard
1. To find the referral dashboard, click on the Referrals Tab in the AdvocateHub.
2. You will now see your referral dashboard, as below. Let's go through each section:
Referral Detail
For each referral, you can click the down arrow on the top left of the card to expand it. This tells you additional information on who the referral was, who it was made by, and any recent milestone activity. The information in the referral details is based on the fields in the form you created for your campaign .
Milestone Advancer
You can manually update a milestone for a specific referral through the drop down on the right side of the referral. You can leave any comments or kudos within the feedback section. The milestones listed in the dropdown are based on the milestones you configured for that campaign.
To advance a milestone:
1. Go to the Admin Dashboard , open the milestone dropdown on the right side of the referral you'd like to progress.
2. Now select the milestone you'd like to update this referral to. The one that is checked is the current milestone:
3. Leave any feedback you'd like for the person who made the referral here:
4. This feedback will now be available to the Referrer on their dashboard page , and also the admin on your Referral Dashboard:
Filters
Search Box
This is the box at the top left of the screen. Use this to search through all text within the referral details. It will filter the results to only those that match.
- Zeke Mata
- Director of Marketing
- Won
Campaign filter
You can limit the referral dashboard to only the referrals which are particular to a given campaign.
You can also filter down to a specific campaign by clicking the campaign label on the Referral card:
Status Filter
Milestones fall into three types: In Progress, Won, Lost. You can filter to only milestones of a particular type using this filter.
Last Activity Filter
Use this to filter down to referrals based on last activity:
Sorting
The referral sort widget allows you to sort either by the submission date of the referral (default) or which ones have the latest or oldest milestone update activity.
- Sort by submission date
- Newest Activity
- Oldest activity
Referral Stats
This widget on the right side of the page highlights how many referrals are in progress, won, lost. As you apply the various filters below, you will notice that the referral stats will update in real time:
Deleting a Referral
Sometimes you may want to delete a referral, because it was a test or submitted errantly. Currently, there is no way to do this in the application. You may set a custom milestone for such referrals and transition them accordingly.
FAQ
How do I access the Admin Referral Dashboard in AdvocateHub?
To access the Admin Referral Dashboard, select the 'Referrals' tab within AdvocateHub, and the dashboard will be displayed.
What is the Milestone Advancer and how do I use it?
The Milestone Advancer is a feature that allows you to manually update milestones for specific referrals through a dropdown menu. You can also leave comments or kudos in the feedback section.
Can I filter and sort the referrals on the dashboard?
Yes, you can use filters to narrow down the displayed results based on specific criteria such as campaign, status, and last activity. You can also sort referrals by submission date, most recent, or oldest milestone update activity.
What does the Referral Stats widget show?
The Referral Stats widget provides a summary of the current status of referrals, displaying the number of referrals that are in progress, won, or lost, and updates these statistics in real time when filters are applied.