Overview
The Advocate Referrals Tab allows advocates to submit and track their referrals within a hub, with a maximum of 10 submissions per day. It includes a dashboard for an aggregated view of referral statistics and supports various methods for sharing referral links, including social media and email. The process is straightforward, from sharing a unique link to recording a referral upon a friend's form submission.
Information
The Advocate Referrals tab is where advocates go to submit referrals and track the status of previously made referrals. Currently, Hub members can only submit up to 10 Referrals per day
- The Advocate Referral Tab
- The Advocate Referral Dashboard
- Submitting a referral when you are logged into the hub
- Submitting a referral as a public user
- Submitting a referral through a link shared on social media/email
- Creating a referral through an e-commerce purchase
The Advocate Referral Tab
The Referrals tab for advocates shows the default referral campaign, and also a list of previously made referrals for that campaign.
To get there, click on Referrals under the Program tab in Advocate view.
The Advocate Referral Dashboard
The advocate referral dashboard shows the status of all the advocate's previous referrals, regardless of the campaign they were submitted for. It also shows high level referral stats, and allows the advocate to filter by campaign. It is very similar in format to the Admin Referral Dashboard .
- To get there, login as an advocate, click on the Referrals tab, and then click the Referral Dashboard button.
- You will now be presented with the Advocate Referrals Dashboard .
Submitting a referral when you are logged into a Hub
Currently, Hub members can only submit up to 10 Referrals per day
To submit a referral, log into your hub, switch to A dvocate view , and follow these steps:
1a) Click on the Referrals tab . This takes you to the default referral campaign OR
1b) If you do not want make a referral for the default campaign, login to the hub and paste in the URL of the referral campaign you would like to make a referral for. The URL will look something like this:
https:// yourhub .influitive.com/refer/name-of-referral-campaign
2. Fill out the referral form, making sure to fill out any fields marked required , and click Submit .
3. You will receive a message confirming your submission and be sent to the referral dashboard .
Submitting a referral as a public user
1. Type in the URL of the referral page they want to refer for. Similar to step 1b above.
2. Submit the referral form. Similar to Step 2 above.
3. Now they will be asked to write some details about themselves. Because they are not logged into the hub or are not a member, we need to know who they are in order to update them on the status and give them points for the referral.
4. Once you fill out your information, you will be sent to a thank you page.
From here you can get a set of unique links to share on social media to get more referrals and also sign up for membership in the hub ( if the admin has enabled an open sign up ).
5. You will also receive an email confirming your referral with a link to your dashboard page if you want to return later.
Submitting a referral from a link shared on social media/email
Another way in which a referral can be generated is if one of your advocates posts your campaign on social media or emails their unique link, and someone signs up through that link. They would follow these steps to do this:
1. Log into the hub as an advocate and either click on the referrals tab or visit the URL of the referral campaign you'd like to share a link for .
Scroll down to the section where you can " Refer by sharing ":
2. Click one of the widgets to post your unique link on social media so your friends can see it. Or click the link icon , copy your unique link, and send it out in an email or a text message. We will use twitter as our example here:
3. Let's now suppose your friend Joe notices your shared unique link and wants to learn more. Joe clicks on the link and will be directed to your referral campaign.
As a side note, the link Joe clicks on will be shortened (e.g infl.tv/pt). But the full version of the URL will look something like this: https://yourhub.influitive.com/self/bfa2cfdc-e4d9-4542-9c60-e2207799fe28/refer/name-of-your-referral-campaign .
Notice how this URL is distinct from the URL of your actual referral campaign. It includes a unique identifier, so we know who referred the person so they can get credit. It also directs the person to the "socially shared" version of your referral page instead of the usual version.
4. Joe is now sent to a referral landing page, but this will be the socially shared version. This will be the same description you put in the social media landing page section .
5. Joe fills out the form, making sure to fill out any fields marked required and clicks Submit.
6. Joe will now be directed to a thank you page once he submits his details:
7. A new referral will be recorded. Joe will be the referral and Imran, the original person who shared the link Joe clicked on, will be listed as the person who submitted the referral.
FAQ
How many referrals can an advocate submit per day?
An advocate is limited to submitting a maximum of 10 referrals per day.
Can public users who are not members of the hub submit referrals?
Yes, public users can submit referrals by following a specific process outlined for non-hub members.
How does an advocate share a referral link on social media?
An advocate can share a referral link by logging into the hub, accessing the referral campaign, and using the provided widgets to post their unique link on social media platforms.
What happens when someone signs up through a shared referral link?
When someone signs up through the shared link, the referral is recorded with the new sign-up as the referral and the advocate who shared the link as the referrer.