Who is this article for?
This article will be useful for partners who need help locating their Referrals tab and understanding what Referrals are.
Keep track of your referrals, sales, and activity
To access your referrals, sales, and activity. Log into your PartnerStack account, once you log in click on the Program, on the left side click the Referrals tab in the menu.
Referrals let you
- Keep track of your referral's activity (sign-ups, purchases, and company)
- Filter between different referral statuses; Sign-ups, Paid, Lost, etc.
- Search your referrals by name or email in the search bar
Keeping track of your referral's activity
A referral will automatically be created when someone signs up through your Referral Link, allowing you to track their activity.
Click the referral's name to view more details about their sign-up and purchase history.
Search Referrals and Use Filters
Use the search bar to quickly find referrals you've created and submitted over time. You can search for referrals by name or email.
Use the status filter to view referrals with a specific status.
Depending on the program you are partnered with, you may have the feature to manually submit a referral that did not sign up with your link, see Submit a Referral to learn more.