Multi-Stage Referral (Leads & Sales)

Multi-Stage Referral attribution allows you to track and reward referrals across multiple stages, instead of only rewarding a final sale.

With this, you can reward BrandChamps at different points in the journey, not just at the end.

How Multi-Stage Referral Works

Each referral can progress through three stages:

1. Captured - A referral is marked as Captured when a lead is created.

• For example:
  • A user submits an application form
  • A user register on the platform

2. Qualified - A referral becomes Qualified when the lead is approved or validated or maybe reached a milestone.

• For example:
  • An applicant is accepted into the program
  • A lead sign up a 7 days trial

3. Converted - A referral is marked as Converted when the final action is completed.

• For example:
  • The user makes a purchase
  • The user subscribe to monthly or annual paid plan

Where Can You Use Multi-Stage Referral?

Multi-Stage Referral can be configured in:

• Referral Link Templates
• Discount Code Sets

This allows you to track both:

• Link-based referrals
• Code-based referrals

How Rewards Work

You can configure rewards separately for each stage:

• Captured → Fixed reward only
• Qualified → Fixed reward only
• Converted → Fixed reward or percentage-based commission

Important

• Percentage-based commission is only available for the Converted stage
• Earlier stages (Captured, Qualified) only support:
  • Fixed amount
  • Fixed points

Example

Here’s an example of how rewards can be configured:

• Captured → No reward
• Qualified → 10 points
• Converted → 10% commission

This setup rewards both quality (approved leads) and final conversions (sales or activity).

How to Set Up Multi-Stage Referral

1. Start by create either a Referral Link or a Discount Code Set
2. Configure Basic Details
3. Select Multi-Stage Attribution in Commission section
4. Configure rewards for the stages that you want to track
   1. You will see three tabs:
      1. Captured
      2. Qualified
      3. Converted
   2. For each stage:
      1. Choose how rewards should be applied:
         1. No Commission
         2. Same commission for all BrandChamps
         3. Commission based on BrandChamp tags
      2. Select the reward:
         1. Fixed points or fixed amount (all stages)
         2. Percentage commission (Converted stage only

Tracking Multi-Stage Referrals

Once configured, you can track referrals under Referrals table

You will see a Stage column showing:

• Captured
• Qualified
• Converted

You can:

• Filter by stage
• Track progression of each referral
• View rewards applied at each stage

⚠️ Important: API Requirement

Multi-Stage Referral tracking requires API integration.

BrandChamp does not automatically track stage progression (Captured → Qualified → Converted) via native integrations like Shopify or WooCommerce.

To update stages, you must:

• Send stage updates via API
• Specify when a referral moves to:
  • Captured
  • Qualified
  • Converted

👉 Refer to our API documentation

Important Notes

• A single referral can move through multiple stages over time
• Rewards are applied per stage, not just once
• You can choose to reward only specific stages

FAQs

Can I reward only one stage?

Yes. You can set rewards for only the stages you need and leave others as “No Commission”.

Can I use percentage commission on all stages?

No. Percentage commission is only available for the Converted stage.

Does this work without API integration?

No. Stage tracking requires API support to update referral stages.