This document explains the campaign level report for Refer-A-Friend. For overall reports refer to All Campaigns Reports.

Accessing Refer-A-Friend Reports

Please follow the steps given below:

1. Login to the Merchant Center.
2. In Campaigns click on required Refer-A-Friend campaign.
3. In Refer-A-Friend Campaign, from the drop on the right side, select Reports. Refer to Figure: Access Reports.

Refer to Figure: Access Reports

By default, the Old Report Format is displayed. If you are running multiple Refer-A-Friend campaigns, and want to see combined report for all Refer-A-Friend campaigns together, click Back to Refer-a-Friend Campaigns. Refer to Figure: Reports Page.
4. Select a date range for the report to display and click Apply. Refer to Figure: Reports Page.

Reports Page

Note: There is Quick Links option for various reports. However the list of reports in the drop down are for reports for all campaigns. Use these option if you want to access reports for all campaigns. Refer to Figure: Quick Links.

Figure: Quick Links

Report Formats

There are 2 types of report format as given below:

  • Old Report Format: This report has limited data and is useful only to check interactions on a daily basis to figure out trends.
  • New Report Format: This report has detailed data on campaign performance.

The report formats are explained in sections below.

Old Report Format

By default, the Old Report Format is displayed. Select a date range.

ShopSocially does not recommend using the old format for analyzing interaction rate and sales conversion rate. For these numbers please refer to New Report Format.

With the Old Report Format, you can see interactions and sales trends for the selected date range. The middle part of the report shows the graphical presentation. There is a tab below the graph using which you can select one or in combination of: Unique Views, Interactions (Shares+Referrals), and Sales. The graph will be displayed as per selected criteria. You can hover your mouse over the graph and see date wise update. Refer to Figure: Graphical presentation. The bottom part of the report displays the report in a tabular form. Refer to Figure: Tabular Report.

Figure: Graphical presentation

Figure: Tabular Report

New Report Format


Click New Report Format and select a date range. Refer to Figure: New Report.

Figure: New Report

Explanation on how to read the report is given below:

  • The top part of the report shows high level statistics:

    1. Value Delivered: This value is derived based on the values applied in Reports tab, in Reports Dashboard where reports for all campaigns are stored. For more information, please refer to Reports Dashboard.
    2. Referral Posts 
    3. Referral Clicks
    4. Sales: Sum of direct and referral sales. Refer to Figure: New Report Status Bar.

Figure: New Report Status Bar

  • The bottom part of the report is divided into 3 tabs. By default the ANALYTICS tab is displayed.

    3. REFERRAL ACTIONS. These are explained in below sections.


In the ANALYTICS tab, you get a detailed breakdown of all interactions with the Refer-A-Friend campaign as give below:

  • Conversion Funnel: This section shows a funnel view of your campaign, from app impressions down to referral sales and rewards.
  • Distribution Metrics & Trends: This section has charts and trend lines which serve as a visual aid to gain insights on campaign performance.
  • Detailed Report: A breakdown of referral posts, clicks, sales and rewards by time period.

Conversion Funnel

Given below are the various stages and the flow of the Conversion Funnel:

  • App Impressions: App Impressions is the sum of pop-up views + sidebar / in-page button clicks. When a person views a pop-up, it is considered as one impression. If the person closes the App and later again click on the sidebar to view it again, it is considered as second impression.
  • Refer-a-friend Views: This are the number of unique App impressions.
  • Total Tab Views: Each click on any of the sharing channels is counted as a tab view. A single person may do multiple tab views.
  • Referral Posts: Each share through any of the sharing channels is counted as a referral post.
  • Direct Sales: A visitor on the site who interacts with the campaign, refers friends, and then converts into a sale is counted as a direct sale.
  • Referral Clicks: This is a click by a friend on the referral post or referral link.
  • Referral Sales: A purchase by a friend is counted as a referral sale.
  • Total Referral Rewards: Number of incentive emails sent. Note: If a visitor has not provided their email address, then the incentive email cannot be sent.
  • Unique Referral Rewards: Number of referrers to whom the reward is sent. A referrer could earn more than one reward for multiple referrals. The number count is only for the unique referrers.
  • Sharing Channels: These are the various sharing channels used by the merchant admin for the campaign. The report bifurcates number of actions (actions for points 1 to 9 mentioned above) by each sharing channel.

Distribution Metrics & Trends

The Distribution Metrics is a Pie Chart report. Refer to Figure: Distribution Metrics.

Distribution Metrics

For Trends report, refer to Figure: Trends.

Figure: Trends

Detailed Report

Click View Report to view detailed report. It is a tabular report. You can export the report to a CSV file. Refer to Figure: Detailed Report.

Figure: Detailed Report


Click REFERRERS tab. This tab gives you the list of referrers within the selected date range.

The report displays the information given below:
  1. Referrer Name. 
  2. Referrer Email ID. 
  3. Number of clicks for the referral post: Number of clicks for the referral post. When you hover your mouse on this number, you will also get a breakdown of which channels those clicks came through. 
  4. Number of sales from the referral post: When you click on this number, you will see the coupon code which was sent to the referrer. You will also see the time at which the email was sent. 
  5. Number of awards to the referral. 
  6. Last date the referral shared the post. List of referrers is sorted by the last shared date. Refer to Figure: Referrers Report.

Figure: Referrers Report


Click REFERRAL ACTIONS tab. This tab gives a summary of the referral sales within the selected date range. By default you will see the referral sales pending for approval. If you have set your campaign for auto-approval, you will not see any records. Select ‘All’ from the drop down to see a list of your referral sales.

These are as explained below:

  • Pending: From drop down select Pending to view pending items. You can Approve or Reject a pending item. 
  • Rejected: From drop down select Rejected to view rejected transactions. You can change and approve a rejected transaction. 
  • Approved: From drop down select Approved to view Approved transactions. You cannot reject an Approved transactions
  • All: Click All to view All items. Refer to Figure: Referral Actions.

The data for the referral sale comes from the advanced integration. So if any of the fields are not passed to ShopSocially, no data will be shown in the columns. 

  • Click on the cup icon to see details about the incentive awarded.

Figure: Referral Actions