Genius Referrals
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Processing Referrals in Bulk to Trigger Bonuses

Learn the seamless process of processing referrals in bulk to issue bonuses directly from a .CSV file. Follow these simple steps to streamline your bonus issuance.

Where do I Process Referrals in Bulk to Trigger Bonuses?

  1. On the left-side navigation menu, navigate to the "Bonuses" page.
  2. Locate the three dots in the upper right corner, and click to reveal a dropdown menu.
  3. From the dropdown menu, select "Process Referrals in Bulk to Trigger Bonuses."
Process Referrals in Bulk to Trigger Bonuses
Step 1: Upload Conversion List

Begin by uploading the file that contains your list of conversions, whether it's orders, contracts, or payments. Ensure the file size is within 10MB. If you have an Excel file, save it as a CSV. An example file is available for download. After uploading, click "Next" to proceed.

Step 2: Field Mapping

Map the following fields:
  • Referral’s email (required): The email of the referral.
  • Internal reference (required): An internal reference from your system, aiding reconciliation in Genius Referrals.
  • Payment amount (optional): The amount paid by the referral, used for automatic bonus calculation.
  • Campaign slug (optional): Override the default campaign connected to the referral.
Assign each field in the file to its corresponding selection field for accurate alignment. Click "Next" to continue.

Step 3: Notifications

In the final step, choose to enable notifications for your users. Review and configure notification settings in the "Email & Notifications" section. Note: If notifications are not enabled in the settings, enabling them here will have no effect. After reviewing and making adjustments, click "Issue Bonus Now" to complete the import process.

The system will efficiently process the file, triggering bonuses for qualified referrals.

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