Tracking Referrals Through Bulk Upload and Export

Introduction

The Referral Export feature allows you to track the number of referrals generated during a specific time period.

This is useful for:

• Measuring referral program performance
• Identifying top referrers
• Analyzing referral-driven conversions
• Reviewing customer engagement patterns

Follow the steps below to efficiently track and review referral data using bulk export tools.

Step 1 - Understand the Referral Tracking Process

Begin by familiarizing yourself with how to track referrals within a specific timeframe using the bulk export functionality.

Step 2 - Navigate to Export Referrals

From the Nectar dashboard:

1. Click Customer in the left-hand menu
2. Select Export Data
3. Choose Export Referrals

Step 3 - Choose Export Date Range

Click Export. You will be prompted to select a date range for your referral data export.**** The maximum allowed date range for an export is 90 days.

Step 4 - Select Past Month or Custom Range

To track referrals from the previous month, choose the appropriate date range. For example, select the entire month of October (or any preferred period).

Step 5 - Export Referrals for a Specific Customer

To view referrals created by a particular customer:

• Enter their Lead ID (found in the Nectar dashboard)
• Click Export

💡 Tip: This is useful for checking referral activity of top ambassadors or influencers.

Step 6 - Receive Export Email

Once the export is complete, an email will be sent to your admin email with a download link.

Step 7 - Review Referrer Information

The exported CSV file will include:

• Referral method
• Referrer’s email
• Referrer’s mobile number
• Referrer’s name
• Referred user’s email address

Step 8 - Review Referee & Order Information

The file also displays:

• Referred individual’s mobile number (if provided)
• Order ID linked to the referral
• Referral status (e.g., completed, pending)

Step 9 - Referral Creation Date

The export file includes the date the referral was created, providing clear visibility into:

• Who referred whom
• Referral progress
• When the referral occurred

Step 10 - View Past Referral Exports

To review previous downloads, go to View History. This shows past referral export logs.

Step 11 - Resend Download Link

To receive the file again, click Send Download Link, and a download link will be emailed to your registered admin address.

Step 12 - Completion

This concludes the referral tracking process. Thank you for following along!

Wrap-Up

You now know how to: ✅ Export referral data within custom time periods ✅ Filter referrals by customer Lead ID ✅ Analyze referrer and referee details ✅ Track referral statuses, associated orders, and creation dates ✅ Retrieve past exports anytime

This export tool helps you accurately monitor referral performance—all in a streamlined, organized format. 💚