How to Track Referral Status in BoldDesk
The Referrals tab in the Refer and Earn section provides an overview of the users associated with your referral link. You can use the referral summary to monitor overall referral performance and the detailed referral list to track the current sign-up status of each invitee.
This information helps you identify invitees who have registered, started a trial, allowed a trial to expire, or activated a BoldDesk subscription.
Access the Referrals Tab
To access the Referrals tab:
- Go to Admin > General > Refer and Earn.
- Select the Referrals tab.
The page displays the referral summary and a detailed list of users associated with your referral activities.
Review the Referral Summary
The referral summary at the top of the Referrals page displays the number of invitees at each stage of the referral process.
| Field | Description |
|---|---|
| Total Referral | The total number of users associated with your referral activities. |
| Invited | The number of users who have been invited but have not started a trial. |
| Trial Started | The number of referred users who have started a BoldDesk trial. |
| Trial Expired | The number of referred users whose trial period expired without activating a subscription. |
| Activated | The number of referred users who successfully activated a BoldDesk subscription. |
The referral summary changes as invitees progress through the invitation, trial, and activation stages.
Review the Detailed Referral List
The detailed referral list displays each referred user and the current status of the referral.
The list includes the following information:
| Field | Description |
|---|---|
| Created Date | The date and time when the referral record was created. |
| The email address of the referred user. | |
| Status | The referred user’s current stage in the referral process. |
Understand Referral Statuses
The Status column indicates the referred user’s current progress.
| Status | Description |
|---|---|
| Invited | The user has been invited but has not started a trial. |
| Trial Started | The user has registered and started a BoldDesk trial. |
| Trial Expired | The user’s trial period expired without activating a subscription. |
| Activated | The user successfully activated a BoldDesk subscription. |
Use the status to identify where each invitee is in the referral process.
View Commission and Transaction Details
The Referrals tab tracks invitee registration and activation progress. To review earnings and payment activity, use the following tabs:
- Commissions: Displays commission information associated with eligible referrals.
- Transactions: Displays transaction details related to the referral program.
For more information, explore How to View Commission and Transaction Details in BoldDesk.
A referral record appearing in the Referrals tab does not necessarily mean that a commission has been earned. Review the Commissions and Transactions tabs for the applicable earning and payment details.
Troubleshooting
A Referred User Is Not Displayed
Confirm that:
- The user registered through your referral link or invitation.
- The user completed the required registration process.
- You are signed in to the correct BoldDesk account.
- The Referrals tab has been refreshed.
The Referral Status Has Not Changed
The status changes as the referred user progresses through the referral process. Confirm whether the invitee has completed the required action, such as starting a trial or activating a subscription.
Refresh the Referrals page to view the latest available status.
The Referral Is Activated, but No Commission Is Displayed
Open the Commissions tab and review the applicable commission information. An activated referral and an eligible commission are tracked separately.
The Summary Count Does Not Match a Single Status
Total Referral represents the overall number of referral records. The other summary values group referrals according to their current statuses.
Review the detailed referral list to confirm the status assigned to each invitee.
Frequently Asked Questions
-
Where can I track users who registered through my referral link?
Go to Admin > General > Refer and Earn > Referrals. -
What does Total Referral represent?
Total Referral displays the total number of users associated with your referral activities. -
Can I view the email address of each referred user?
Yes. The detailed referral list displays the referred user’s email address, referral creation date, and current status. -
Where can I review referral commissions?
Select the Commissions tab in the Refer and Earn section. -
Where can I review referral transactions?
Select the Transactions tab in the Refer and Earn section.
