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Members are the people in your programs — referrers and affiliates. They’re managed from two places: Referral → Members and Affiliate → Members (the affiliate list adds a Pending approval filter for applications).

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The members list

Columns: Name, Email, Sales Count, Link (with Copy link), Status, and Action. Filter by status, search by name or email, and use bulk Approve / Reject on selections. Export downloads a CSV of your members.

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Adding members

One at a time — Add Member opens a form: name, email, type (Referral / Affiliate), optional custom referral/affiliate code (5–12 letters/numbers), phone, and tags. Tick the Send welcome email checkboxes to greet them on creation. In bulk — Import accepts a CSV with at least First_Name, Last_Name, & Email (download the sample file from the dialog). Limits: 1 MB, 500 records per file. Invalid rows are skipped, duplicates are detected automatically, and you get a summary — imported / failed / duplicates — plus an email when the import finishes.
Migrating from another referral app? The CSV import is your path — export members there, match the three required columns, and import in batches of 500.

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Member profiles

Click a member to see everything about them: their links and codes, stats (sales, revenue, rewards, referrals, earnings, paid/unpaid commission), and tabs for Sales, Rewards (referral) / Commission (affiliate), Invites, Payouts, and Activity. From the profile you can also:
  • Edit their details and codes
  • Manage tags (create, add, remove) for segmenting members
  • Block / Unblock — blocked members lose portal access and stop earning
  • Pay an affiliate directly
  • Manage their affiliate coupons

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Deleting members

Deleting is permanent and removes all related sales, commissions, invites, and payouts for both programs. The confirmation asks you to type the member’s email, and offers Expire affiliate coupons on Shopify when deleting this member.
Prefer Block over delete for problem members — blocking stops everything while keeping the history you may need later.

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Auto-enrollment

Referral → Settings → Auto member registration automatically enrolls customers in the referral program when they place an order — the fastest way to grow your referrer base without asking anyone to sign up.

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