Edit Referrers In A Referral Program

Overview

This playbook covers how to edit the referrers within an existing Referral Program in Leadline.

→ See 106 - Channel-Tracking-Links for full product knowledge on Channel Tracking Links and Referral Programs.

→ See 1203 - Create-Referral-Program for instructions on creating a Referral Program.

Go to the Channel Tracking Links tab of the Position you are looking at.
Click the "+" next to your Referral Program's name. A list of that program's referrers expands below it, showing each Referral Name, ID, Date created, and Status.
To edit a referrer, click "Actions" next to their name. From here you can select "Edit Referrer Name," "Copy URL," "Share QR Code," or "Download QR Code."
To turn a referrer's connection to the Referral Program on or off, use the toggle next to their name. Their Status updates to reflect whether they're Enabled or Disabled.

106 - Channel-Tracking-Links — Full product knowledge on Channel Tracking Links and Referral Programs
1203 - Create-Referral-Program — Instructions for creating a Referral Program