Summary
In this report we show the credits earned by the user when they perform an activity on a referral marketing program.
Navigation for the Refer a Friend (RAF) Report Dashboard
- Log into the Social Annex admin site: https://admin.socialannex.com.
- Navigate to Reports > Refer A Friend.
- Click the Credit tab from the navigation bar on the left-hand side.
- Upon landing on the Credit dashboard, the administrator can search for credits using the Date Range and User ID fields, which are available on the page. To display additional search parameters, click the More button, as shown in the image below.
- Once the More button is clicked, a drop-down list with the following search parameters displays:
- Below is a list of the fields an administrator can use to search for a credit:
| Field | Description |
|---|---|
| Date Range | Enter a date range. For example, the start and end dates can be 07/16/24 and 07/30/24. |
| User ID | Enter the applicable user ID of the influencer. |
| Name | Enter the applicable name of the influencer. |
| Credit Used | Enter the applicable name of the credit used by a member. |
| Incentive | Select a preconfigured incentive from the drop-down list. |
- Once all the applicable search parameters are entered, click the Search button to display the results.
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Export: Allows users to export the report in Excel, CSV, and PDF format.
Configuration Fields and Description:
| Field | Description |
|---|---|
| Name | This field shows the name of the customer |
| User ID | This field shows the email ID or user ID of the customer. |
| Earned | This field shows the current available points earned by the customer. |
| Used | This field shows the points used by the customer. |
| Total Earned | This field shows the points earned by the customer in their lifetime. |
| Total Used | This field shows the total points used by the customer in their lifetime. |
| Total Remaining | This field shows the total remaining points of the customer. |