Dashboards

Intro

We provide a Campaign Manager including a dashboard with all the sales that have been done through your Referral Campaign. Our operations team will give you access to it. If your colleagues need to have access as well, please mail us with the full name and (business) email and we will take care of it.

How to log in

1. Once you have access, go to cm.membergetmember.co.
2. Fill in your (business) email address to get a magic link.
3. Check your inbox for your magic link that logs you in instantly. Please note this link is valid for 24 hours and can only be clicked once.
4. Here you go, you are now logged into your own Referral Campaign Dashboard!

You’ll see an overview with all the sales done via your Referral Campaign. Depending on what kind of reward you use (Cash or vouchers), you can get different kinds of information from here by filtering the data. If you would like to look into one particular sale, i.e. for customer service, you can also search on email address of the Promoter or Referral.

Cash rewards

With Cash rewards you can filter on sale state (Status), whether the reward is paid out or not, and the time interval.

Status

You’ll see 4 kinds of sale states

• Initialized: this is created when the Referral clicked the Referral link and went to your Landing Page.
• Confirmed: there was a sale, but it’s still in the cooling off period
• Completed: this is a sale approved and valid to pay out the reward
• Aborted: a rejected sale that didn’t comply to the Terms and conditions of your campaign and is not valid to receive the reward.

Pay out

When you let MGMco handle the pay outs of the rewards, we will show you whether the reward has been paid or not. We only pay out when the sale reached ‘completed’ and when we have a bank account in our system. If you handle the pay outs yourself, we don’t register that and all sales will be marked as not paid. So then it’s up to you to keep track of this in your administration.

Time interval

If you would like to see all the sales from a specific period, simply filter by date.

Voucher rewards

Status

Submitted sales: a submitted sale means a voucher code has been assigned to a (potential) referral through the Referral Landing Widget, but hasn’t been used in a purchase yet. (Single Use vouchers only).

Completed sales: when a voucher code gets redeemed, we receive a callback and the sale will be set to completed. If the promoter reward is a code as well, this will be the moment they receive the email with their reward code. In case of Multi use vouchers, completed will be the only status you’ll see.

Pay out

In case of voucher codes we don’t pay out in cash, so all sales will be marked as not paid. You don’t need to worry because all Promoters will get their reward voucher code by email. If you handle the rewards (i.e. in form of a gift), it’s up to you to keep track of this in your administration.

Time interval

If you would like to see all the sales from a specific period, simply filter by date.

Sales export

This step is in particular handy if you need to do some sales matching or if you pay out the rewards yourself.

Sales matching

When the cooling off period is over, you need to check if the sale is valid to pay out the reward. You can export a list by filtering on ‘confirmed’ as status and the time interval based on when those sales were done (most likely 2-3 weeks before). Now simply click ‘export’ and you’ll get a .csv file containing all the buyer (Referral) info, promoter info and any other additional data you sent back in the callback, like customer_id, order number, etc.

Since it’s a .csv, you will need to separate the data to columns (text to columns, delimit by comma) and change the format of the date.

Now add two columns before the first column, one for ‘Y/N’ and one with ‘Abort reason’. In your own system cross check whether the Referral is still a customer and complied to all the right Terms and conditions. If so, in the first column put in a ‘Y’. If not, put in a ‘N’ with the reason why not in the second column. The reason of rejection is mandatory as it will help the customer service people do their job. That’s it! Work through the list. We recommend you to do this once a week.

Export for payments

If you handle the pay out of the reward yourself, you can export a list by filtering on ‘completed’ sales and the time interval based on when those sales were done (most likely 2-3 weeks before). Now simply click ‘export’ and you’ll get a .csv file containing all the buyer (Referral) info, promoter info and any other additional data you sent back in the callback, like customer_id, order number, etc.

Since it’s a .csv, you will need to separate the data to columns (text to columns, delimit by comma) and change the format of the date.

Sales import

This step is only needed when you want to change the status of multiple sales (a.k.a. sales matching).

Now you have your .csv files containing all the sales that are approved and can be paid out, it’s time to import them in our system.

1. Go to the Campaign Manager and click ‘import’
2. Upload the .csv file
3. Check the boxes for ‘Y/N’, the aborted reason and the MGMco sale id* and select which column corresponds with what.
4. On the top right, click on ‘import’ and check if anything is highlighted. If not, scroll down and click ‘Import’.

The import is succesful when you see the sales are all highlighted green. Please note the processing can take up to a few minutes after you clicked the button and you should refrain yourself from repeatedly clicking the button. You don’t want to spam your users with a dozen automated mails, right?

You’re all done and the rewards can be paid out!

*These three columns are mandatory

Troubleshooting

What if I can’t find that person?

If you can’t find a person based on their email, then there’s no sale or account in our system with them as the Promoter or Referral. There are several cases where this can happen:

• The Promoter heard of your Referral Campaign and recommended your brand to their friend in person. They never registered as a Promoter in your campaign, hence, there is no account or sale tied to them or the Referral.
• The Referral clicked the referral link, then went checking for a better deal and navigated to your website through several other affiliate links. This could especially be the case if you have one specific contract/product on your website for your Referral Campaign and the Referral chose another contract/product.
• The Promoter did bring in a referral, but the callback failed. Unfortunately it can happen that the tracking doesn’t work 100%. Especially when the Referral blocks cookies and all other sorts of tracking in their browser, we can’t register anything.
• The email contains a typo.

Our search system is case-sensitive, so if you can’t find the person right away, first check if there’s a capital letter or space somewhere. Still nothing? Check the time interval or substitute a part of the search query with an asterisk (*)

If the Promoter is certain they referred someone, we advise you to check your own CRM to see through which channel the said Referral came in. If it’s indeed due to a tracking problem, we can manually register the sale in our system (coulance).

To process a coulance case, send us (info@membergetmember.co or your contact at the MGMco operations team) an email containing the following info:

Promoter

• Name:
• Email:
• Bank account (in case of cash rewards):

Referral

• Name:
• Email:
• Bank account (in case of cash rewards):
• Amount:

Participants Dashboard

The Participants Dashboard is a campaign-branded self-service environment for Promoters and Referrals. Participants sign in through a magic link sent to their email address and can review sales connected to them as either a Promoter or a Referral, including the current status of those sales.

Participants can also use My Settings to review and update their personal and payout information.

CNAME

The Participants Dashboard—including My Settings and the Rewards overview—as well as the Terms of Service and Frequently Asked Questions pages are hosted by MGMCo. These pages are available under a dedicated campaign domain, normally using your campaign or company name as a subdomain of vriendenvoordeel.com.

For example:

your-company.vriendenvoordeel.com

The campaign hostname and corresponding CNAME setting are configured and managed by MGMCo. We will agree on the hostname with you during campaign setup; no DNS configuration is required on your side.