How to View Referral Details in BoldDesk
The Referrals tab in the Refer and Earn section provides a detailed overview of your referral activities, allowing you to monitor the performance of your referral links and track your invitees’ progress.
Accessing the Referrals tab
Follow the given steps to access the Referrals tab:
- Sign in to your BoldDesk account.
- From the left-hand menu, go to Admin > General > Refer and Earn.
- Select the Referrals tab located at the top of the page.
Referral summary
A summary dashboard is available at the top, displaying key referral statistics, as illustrated in the image below:
| Field | Description |
|---|---|
| Total Referral | The total count of individuals who registered using your referral link. |
| Invited | The number of people you directly invited. |
| Trial Started | The count of users who initiated a trial period. |
| Trial Expired | The number of users whose trial ended without upgrading. |
| Activated | The count of users who subscribed successfully after their trial. |
Detailed referral log
The Referrals page offers a detailed summary of your referral logs in columns. The list includes:
| Field | Description |
|---|---|
| Created Date | The date the invitation was sent. |
| The email address of the individual invited. | |
| Status | The current status of the invitation. |
For additional details regarding transactions and commissions, refer to the Transactions and Commissions tab. Learn more
Tip
Utilize the Referrals tab to evaluate your referral performance and follow up with invitees who have not yet activated their accounts. This strategy can improve your chances of earning commissions.
