Referral program tracking and reporting

Voucherify provides you with a complete overview of your referral program performance. In the detailed campaign view, you can see the workflow of your program, analyze how it's doing, and optionally introduce some changes to your program (e.g., deactivate codes, edit rewards, or add more codes to the campaign). 

  • Dashboard – general details of your program.
  • Rewards – overview of referral rewards.
  • Referral codes – list of generated codes.
  • Validation rules – overview of validation rules attached to a successful referral event.
  • Redemption history – overview of both successful and failed redemptions. 
  • Referrers– overview of referrers alongside referral channel.
  • Referees – list of referees with a summary of orders made with the referral codes. 
  • Distributions – overview of notifications and landing pages attached to the program. 
  • Metadata – custom data attached to the campaign for improved tracking. 
  • Reward redemptions – a list of referrers who received referral rewards. 

General Maintenance

You can perform several quick actions using the upper left tab. 

Quick actions

  • Pause or activate the campaign.
  • Invite a new referrer using the dashboard. 
  • Add new vouchers to the campaign.
  • Edit the referral campaign (e.g., update the timeframe).
  • Import new codes from a CSV file. 
  • Export codes to CSV file or to MailChimp list. 
  • Delete the program.

Dashboard

The dashboard offers a quick glimpse into the key metrics of your referral program Here, you can see:

  • The number of available referral codes. 
  • How many customers have joined the program.
  • How many customers have received referral codes. 
  • The total number of referees.
  • Codes validity.
  • Top 5 referrers.
  • Recent updates. 
  • How many referral rewards have been assigned to referrers. 
  • The number and value of orders made with referral codes. 

Dashboard overview

Rewards

In this section, you can see the type and workflow of your referral program. You can't change these settings for a campaign that is already running. However, you can edit the tiers with referral rewards for referrers.

Rewards section

Referral codes

In this section, you can see the overview of all generated codes. You can see the code pattern, activity status, redemptions count, QR code, and optionally delete or publish (assign) the code to the customer. You can click on a selected code to see even more details of the specific code. 

Referral Codes

Validation rules

Here, you can see the validation rules attached to the successful referral event. For instance, all orders made with the referral code need to exceed 50$. Note that you can remove, edit, or override validation rules at any time. 

Validation rules

Redemption logs

In this section, you can see the overview of all redemptions made with the use of referral codes. You can track the redemption status, ID, referral code used for redemption, a customer that redeemed the code, and the redemption date. You can export redemption data to outside BI tools. Moreover, you can click on a single redemption to see more details. For instance, you can analyze redemption logs to see why a given redemption failed. 

Redemption section

Referrers

Here you can track all your referrers (participants of your referral program). You can see here the referrer's name, assigned code, publication date, and channel used to share the code with the referrer. You can even see a detailed API call used to make the publication. 

Referrers

Referees

Referees are customers invited to your brand by the referrers. In this section, you can see:

  • The total number of orders made with the referral codes. 
  • The total amount of orders made with the referral codes.
  • Referee's name and ID.
  • Order number and amount per referee. 

Referees

Distributions

Here, you can track the distribution of referral notifications attached to the program. You can see the details of the distribution (e.g., trigger), status, and sending date. 

You can also see the performance of a landing page (if you set up one). 

Metadata

Here, you can see metadata (custom attributes) attached to the campaign. If you are new to the concept of metadata, please follow this guide.

Reward redemptions

In this section, you can monitor all referral rewards assigned to referrers and filter them by status (pending, completed, rolled back). You can see the referrer details, reward type, event ID, and optionally roll back the reward redemption.

Reward redemption

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