How Can I Assign a Referral Manually?

If a customer tells you they were referred by another customer, but the referral was not automatically tracked, you can manually assign the referral.

Go to Marketing > Referrals and click Assign Referrals.

You'll be asked for two pieces of information:

Customer

Select the customer who should receive credit for the referral.

Order or Subscription Number

Enter the Order or Subscription number belonging to the referred customer.

Once assigned, GoPrep will associate that order or subscription with the selected referrer and calculate the reward according to your Referral Settings.

Note: Assigning a referral does not override your Referral Settings. The reward is still calculated based on the referral rules you've configured.

Don't hesitate to contact GoPrep's Customer Support Team for further assistance.

You can do so by submitting a request or sending an email at [e-mail].