Additional Options

The Additional Options page within your program editor allows you to set up some of the more procedural pieces of your referral program.  This article covers activating your program and setting Member and Referral options.

Activating Your Program

Once you have completed all of the design and setup of your program, it must be activated within the editor for any links to your program to work.  Simply click 'Activate Program' and then 'Yes' to fully activate your program and enable all URLs to work.

Member Options

These are options that effect a Member trying to join your program.

Registration Process

Choose how you want your users to register for your program: Self Service or Request Approval.

Registration Mode

  • Self Service: After registration, if self-service is selected for newly registering members, the new member will automatically be registered and brought to their Member dashboard. 
  • Request Approval: If request approval has been selected, customers will have to be approved by an Admin in order to join your program. Upon approval, the new Member will receive a registration email with the link to their dashboard and their password.
If the Request Approval registration mode is selected, an email confirmation to the Member and an email notification to the Admin will be enabled. You can customize these emails or turn off this notification function on the Emails & Notifications page.

Referral Code Generation

A referral code is what uniquely identifies a Member.  This is what ties a Referral to a specific Member in order to let you know where that Referral came from.

Generate Mode

The generate mode refers to the standard rules that apply to the generation of the referral code.  There are two options when it comes to the generate mode:

  • Personalized Code based on Member Name: This means that the referral code will be generated based on the Member's full name.  So if the Member's name is John Smith, the referral code generated would be 'JOHNSMITH' (while still following all other generation rules).
  • Randomly Generated: When enabled, all referral codes will be a randomly generated set of letters and numbers but will still follow any other generation rules enabled.

Optional Prefix

An optional prefix allows you to have a standard set of up to three characters across all referral codes generated within your program.  Using the example above, if you set a prefix of 123 then John Smith's referral code would be '123JOHNSMITH'.

Minimum and Maximum Length

This allows you to set a minimum and maximum number of characters for your Member's referral codes.  When setting these numbers, this excludes any prefix that you might have set.

Referral Options

These settings apply to all Referrals coming in to your referral program.

Fraud Settings

There are a few options to choose from in the fraud settings. By default, all options will be enabled. 

  • Block Self-Referrals (Email Address Match the Referring Member): This option prevents email addresses that match the referring Members from being added as Referrals. In other words, it prevents Members from self-referring.
  • Block Self-Referrals by IP Address (IP Address Match the Referring Member): This operates by blocking referrals that come from the same IP Address.
  • Block Self Referrals by cookie: This allows Referrals coming from a different portal viewer than the Member
  • Block Referring Domain Filter: Block Referrals coming from black listed domains
  • Block Previous Referrals by Email (Email Address Match Existing Referrals in the same Program): This operates by blocking email addresses that are already associated with referral accounts within the same program.
  • Block Previous Referrals by Email (Email Address Match Existing Referrals in any Program): This operates by blocking email addresses that are already associated with referral accounts within ALL of your programs.
  • Block Previous Referrals by External ID (External Reference ID Match Existing Referrals in the same Program): Blocks Referrals with an external ID that matches an existing referral in a specific program.
  • Block Previous Referrals by External ID (External Reference ID Match Existing Referrals in any Program): Blocks Referrals with an external ID that matches an existing referral in all programs.
By default, all fraud settings will be enabled. This is the recommended setting.

If you are manually adding a Referral, and that Referral is already in the system (depending on your fraud settings) you will get an error message on the page stating that the referral already exists.

If a Member or Referral signs up and it is considered repeat or fraudulent, the admin will get a notification to their site email with information regarding the block/fraud detection.

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