Referrals Overview

A referral is when an order placed in your e-commerce store can be traced back to an individual BrandChamp via either a referral discount code or a referral tracking link. For more details, see:

Configuration

BrandChamps configures referrals via special referral activities which you can create in the "Activity Types" sections of the admin portal:

Referral activities let you detect referral sales from Amazon, Shopify, and WooCommerce stores by using referral discount codes and/or referral tracking links, depending on the store type:

  • Shopify stores support both referral discount codes and referral tracking links
  • Amazon stores only support referral discount codes (this is the only way for third parties to track referrals with Amazon)
  • WooCommerce stores support both referral discount codes and referral tracking links

You can find out more about defining these types of activities in the following walk through:

Note: Ensure you mark the referral Activity Type as "Available" (in the "Presentation" tab) in order for referrals to be detected.

Referral Detection

Once you have at least one available referral activity type configured, BrandChamp detects referrals by regularly synchronizing orders from your store and checking them to see if they contain either:

  1. A discount code matching a referral discount code configured in the system
  2. A referral code matching a BrandChamp referral tracking link

If an order happens to contain both (i.e. someone clicked on a referral tracking link but also used a referral discount code during checkout), the credit will go to the BrandChamp associated with the referral link.

Referral Commissions

Once a referral order is detected, the system consults the configuration (found in the relevant referral Activity Type) to determine:

  1. What percentage of the total order value to credit to BrandChamps as a referral commission
  2. How to convert that monetary commission to points

At this point it knows how many points to credit to the BrandChamp, but it does not apply them immediately.

It waits 14 days by default after the referral was detected so that if an order is changed or canceled, the BrandChamp receives the correct amount of points, or none at all if the order is canceled later.

You can change the number of days to wait before applying commissions in the Settings area.

Example

Say you configured a Shopify referral Activity type so that it gives 10% of a referral order value to BrandChamps as commission, and converts every one dollar in commission to 0.5 points. And let's say on January 1st, the system detects a referral order with a total order value of $100 linked to BrandChamp #1. Then, as long as the order is not edited further or canceled, BrandChamp #1 will receive 5 points ( (10% of $100) * 0.5 ) on the 15th of January. 

Suspicious Referrals

When a referral order is detected, the system also checks to see if there is anything suspicious about the referral. For more information, see the Suspicious Referrals article.

Viewing Referrals

Referrals can be viewed via the "Referrals" link in the admin sidebar:

Example referrals screen:

Approved

One of: "approved', "denied" or "undecided". See the Suspicious Referrals article for more details.

Source

What caused the referral? If it was from a referral discount code, the discount code will be displayed in this column. If it was from a referral link the text "Referral Link" will be shown

BrandChamp

The BrandChamp credited with the referral

Order Customer

The customer details from the e-commerce order. If any details match those of the referring BrandChamp, the order will be flagged as suspicious. See the Suspicious Referrals article for more details.

Commission

How much monetary commission was calculated from the order total (minus any order discounts). Monetary commission is always converted to corresponding points (shown in next column) which are then credited to BrandChamp's on the "Due On" date.

Points

The amount of points calculated from the monetary Commission amount in previous column.

Order Date

The order date according to the e-commerce system.

Note: this might be earlier than the date BrandChamp actually received it or detected it as a valid referral (For example, only orders marked as "shipped" are considered valid for referrals). BrandChamp will calculate the "Due On" date from the time it's first detected as a valid referral within the BrandChamp system, and not from this order date.

Due On

What date the referral commission points will be applied to the BrandChamp's account. By default, this will be 14 days after referral is detected in the BrandChamp system. You can control this in the Settings area.

Applied

Whether the referral commission points have been applied to the BrandChamp's account.

Order Number

The order number from the e-commerce system

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