Codes Management
This documentation is for the Referral Codes plugin
Your customers can manage their referral codes themselves. Therefore, it’s totally possible that you’ll never have to manage your users referral codes. However, the plugin provides a full management interface for you to see your referrals activity.
Referral Codes List
Go to Referral Codes → Codes to see the list of your referrals and their codes status. First, let’s review all the columns you can see on the list and detail what information they give you.
List Columns
You will find these columns in the list :
Information
Regarding the period, you can set it up in the list settings.
Actions
You can perform various actions on referrals and their codes :
Bulk Actions
With bulk actions, you can perform actions on several users at a time. Use the list checkboxes to select the users you want and perform one of the following actions :
List Settings
In the list settings, you can change what information you want to see in the codes list. To better understand the 2 options available, we’ll use some examples. By default, the referral codes list show an history from the first ever transaction to this day.
However, you may want to see periodical information instead of global information. In order to do this, you have 2 options :
Let’s take 3 examples that will demonstrate how this works
Information
In the following example, we’ll consider the year 2022. You start your referrals program on January first and your main referral, Vito Corleone, brings one referee order of $100 every first day of the month.
Example 1
You look at the referral codes list on October 10, 2022. The List settings are as follows :
As a result, for Vito, you’ll see a Total column value of $1.000 and a Count value of 10 which corresponds to all referees orders placed since you started the program.
Example 2
You look at the referral codes list on October 10, 2022. The List settings are as follows :
As a result, for Vito, you’ll see a Total column value of $300 and a Count value of 3 which corresponds to all referees orders placed in the last 3 months.
Example 3
You look at the referral codes list on October 10, 2022. The List settings are as follows :
As a result, for Vito, you’ll see a Total column value of $100 and a Count value of 1 which corresponds to all referees orders placed in the current quarter. The first period was from 2021-01-01 to 2021-03-31. The second period was from 2021-04-01 to 2021-06-30 and so on. On october 10, you’re looking at the period that runs between 2021-09-01 and 2021-12-31.