Referred Members
In this section, you will find detailed information about the Referee and Referrer members, which will help you manage the Referral System in Open Loyalty.
Use Referred Members to manage relationships between referrers and referees. This view helps you track referral connections, add them manually, and review how members are linked in your program.
Referrer — member sending the invitation.
Referee — person invited to the program.
Key functionalities
View all referral connections in one place.
Add a referred member manually.
Remove an existing referral connection.
Open the invited member profile directly.
Review referrals from the Single Member View.
You can search, filter, and adjust the table layout with Manage Columns.
What you see in the list
Navigate to Members → Referred Members to open the list of referral connections.
The table includes:
Referrer name — the member who sent the invitation.
Referrer token — the referral token used to create the link.
Referee name — the member who joined through the referral.
Created on — the date and time when the referral was recorded.
Adding a referred member
Navigate to Members → Referred Members.
Click Add referred member.
Select the Referrer and the Referee in the modal.
Save the new referral connection.
One referee can be linked to only one referrer. If the selected referee is already connected, you cannot save the new link.
Managing referrals
Use the context menu next to a record to manage a referral:
Remove referred member — delete the referral connection.
See full profile — open the referee's member profile.
Removing a referral does not delete the member profile or previously granted referral benefits.
Referrals in Single Member View
Each member profile includes a Referrals tab. Use it to review referees linked to that member.
From this view, you can:
Add new referees.
Remove existing ones.
Open referee profiles directly.
Learn more in Referrals.
Referral levels
Open Loyalty supports multi-level referral programs. This lets you reward both the original referrer and later members in the same referral chain.
A referral level shows how far a referred member is from the original referrer:
Level 1 — the direct referral.
Level 2 — a referral made by the Level 1 referee.
Level 3 — a referral made by the Level 2 referee.
You can configure rewards for each level based on your program rules and campaign setup.
Learn more in Referral Campaign.
Key Notes
Referrals can be created automatically when a member registers with a referral token.
You can also create referrals manually from Referred Members.
Referral creation and management are also available through the API.
Removing a referral breaks the connection only. It does not delete the member profile or previous benefits gained through referral campaigns.
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