Submitted referrals let affiliates send you customers they referred outside tracked links or coupon codes. Your team reviews each submission before it becomes an attributed referral.
How to Enable Submitted Referrals
- Go to Affiliate Program > Tracking
- Find the Manual Lead Submission section
- Turn On "Allow partners to submit referrals manually"
Once enabled, affiliates will see a Submitted tab in their portal and a Submit Referral button in the referrals area.
What Affiliates Can Submit
Affiliates open Referrals > Submitted in the portal and click "Submit Referral".
They currently submit:
- Customer email
- Customer name
After a submission is sent, the affiliate can track it in the Submitted tab with one of these statuses:
- Pending - Waiting for your team to review it
- Approved - Converted into a referral
- Declined - Rejected by your team
If you decline a submission, the affiliate can also see the rejection reason in the portal.
How to Review Submitted Referrals
- Go to your Referrals dashboard
- Open the Submitted tab
- Review the affiliate, customer details, submission date, and status
- Click Approve to convert it into a referral, or Reject to decline it
You can also search submissions by affiliate or customer email and filter by status.
What Happens When You Approve a Submission
Approving a submission opens the standard manual referral flow with the submitted email and name pre-filled.
If you want more detail on the approval form itself, see Manual Referral Attribution.
What Happens When You Reject a Submission
Rejecting a submission requires a rejection reason. That reason is saved on the submission and shown to the affiliate in their portal, so they can understand why the referral was not approved.
Important Rules
- A submitted referral does not create attribution by itself. The affiliate only gets credit after your team approves it.
- The same affiliate cannot submit the same customer email twice for the same program.
- If a duplicate submission is still pending, the affiliate sees an under-review error instead of creating another one.
Use submitted referrals for partner-led deals that happen outside normal tracking. It gives affiliates a simple way to flag untracked customers while keeping final attribution under your team's control.
