Summary
- The Refer a Friend (RAF) report interaction section gives a holistic view of all customer interactions that are captured by the Annex Cloud's Referral solution.
- This report provides information such as Interaction Date, Referrer Name, Referrer ID, Interaction Mode, Interaction Device, Referee Name, Referee Email, Coupon Code, and Referral Status.
Capabilities
The RAF report interaction section shows all customer interactions between the sharer and referrer that are captured by the Annex Cloud's Referral solution program.
Navigation for the RAF Report Dashboard:
- Log into the Social Annex admin site: https://admin.socialannex.com.
- Navigate to Reports > Refer A Friend.
- Click the Interaction tab from the navigation bar on the left-hand side.
Filtering the Report
- This feature allows the administrator to filter report records based on various criteria. They can use one or more filters to focus the report based on business needs.
- Some fields, such as the Date Range and Referee Email fields are available upon landing on the Interaction Report dashboard. To display additional search parameters, click the More button, as shown in the image below.
NOTE: Date Range (Select Start Date and Select End Date) or Referee Email is mandatory for every search. You must select at least one of these filters to generate a report. You can combine Date Range or Referee Email with other optional filters to refine your search results further.
- Once the administrators click More, a drop-down list is displayed which allows them to select additional parameters to filter the interaction reports according to the following criteria:
- Below is a description of each field in the Interaction Report:
| Field | Description |
|---|---|
| Date Range |
Enter a date range. NOTE: This is a mandatory filter if Referee Email is not provided.
|
| Referrer Name |
The sharer’s name. NOTE: This is a mandatory filter if Date Range is not provided.
|
| Interaction Mode |
Select an interaction mode from the drop-down list. For example, Facebook, Twitter, Email and Personal bitly. |
| Interaction Device |
Select an interaction device from the drop-down list. For example, Desktop, Laptop, Tablet and Mobile. |
| Incentive | Select an incentive ID from the drop-down list. For example, Campaign $10 or Easy win. |
| Referral Status |
Select a referral status from the drop-down list. There are four types of referral status:
IMPORTANT: The referral status Enrolled via another Referrer is default for all clients. The referral status context such as Invite Sent, Waiting for Purchase, Purchased and Enrolled via another Referrer can be customized as per the client’s requirements. To change the referral status, enter the name of the stages and click Submit.
|
| Coupon Code | Enter the applicable coupon code. |
- After providing all the necessary information, click Search to filter the report.
Export: Allows users to export the report in Excel, CSV, and PDF format.
Configuration Fields and Description:
| Field | Description |
|---|---|
| Interaction Date | This field shows the date of the interaction between sharer and referrer. |
| Referrer Name | This field shows the sharer's name. |
| Referrer Email | This field shows the sharer email ID. |
| Interaction Mode | This field shows the mode of interaction. |
| Interaction Device | This field shows which device is used for the interaction. |
| Referee Name | This field shows the referee's name. |
| Referee Email | This field shows the sharer's email address. |
| Coupon Code | This field shows the coupon code used by the referee. |
| Referral Status |
This field shows the referral status of the interaction. For example:
|