Referral Funnel Dashboard

Prev Next

Products


Loyalty
Supported plans

Premium, Enterprise

eCommerce Platform

Shopify, Shopify Plus, BigCommerce, Salesforce Commerce Cloud, Adobe Commerce (Magento), Custom

The Referral Funnel dashboard is a great way to gain valuable insights into the performance of your customer referral program and leverage real-time data to gauge ROI and understand, optimize, and improve your loyalty program.

Before you start

The data shown in the dashboard comes from referral modules that are implemented on your site.

To start using the dashboard, you must first add the Refer Friends module to your store.

Tip:
We recommend implementing the Referral Welcome popup to greet newly referred friends and show them their discount code.

Getting started

To get started, access the Referral Funnel dashboard from within your Yotpo Loyalty & Referrals admin.

To view the Referral Funnel dashboard:

  1. Log in to Yotpo Loyalty & Referrals.
  2. Click Performance.
  3. Click Referral Funnel.

The Referral Funnel dashboard consists of several sections that can be filtered by date range.

To apply the chosen filter, click the Reload button at the top right corner of the dashboard.

Referral Funnel dashboard overview

Please note:
Data refreshes once a day at approximately 06:00 AM, EST.


Main metrics

Metric Description
Referral impression rate The percentage of active loyalty users who were exposed to the referral modules on your site.
Referral share rate The percentage of active loyalty users who used the share option, out of all active loyalty users exposed to the referral modules on your site.
Click conversion rate The percentage of referred friends who clicked the referral link.
Order conversion rate The percentage of referred friends who successfully completed a purchase via the referral link, out of all referred friends who clicked a referral link. This means that the purchase met all the limitations set in your Referral Program settings.

Impressions

This section shows how many users were exposed to the various referral module instances implemented on your site. 

An impression is counted when a shopper views the specific section of the page where the module is implemented.

 

Metric Description
Unique impressions The total number of unique referral module views.
Page distribution The distribution of user impressions across site pages containing referral modules.

Shares

This section shows referral link sharing trends.

Metric Description
Shares per page The percentage of shares per site page - if you implemented modules across diffrent pages on your site, this will show you the breakdown of shares per page.
Total number of shares The total number of share actions made via all the referral modules on your site.
Channel distribution The distribution of share actions made across the different available share channels.

Clicks

This section shows the number and distribution of referral link clicks.

Metric Description
Total number of clicks The total number of times unique referred friends clicked a unique referral link.
Clicks per channel The percentage of referral link clicks per share channel, showing which channel drives the most clicks.

Orders

This section shows data regarding successful purchases. A successful purchase must meet all the limitations set up in our Referral Program settings.

Metric Description
Total number of orders via referrals The total number of first-time purchases made by referred friends who used a referral link.
Orders per channel The percentage of orders made per channel, out of the total number of referral link clicks for that channel, showing which channel drives the most orders.

Export actions

Multiple export actions give you the flexibility to create one-time reports as a PDF/CSV file or create scheduled automated actions you can sync with your ESP.

 Download as PDF 
To download a one-time report in PDF format:
  1. Click the ellipsis icon at the top right corner of the screen
  2. Click the Download option
  3. In the dropdown menu, choose PDF

 Download as CSVs 
Download a one-time comma-separated value (.csv) report which can be easily shared with teammates and stakeholders.
  1. Click the ellipsis icon at the top right corner of the screen
  2. Click the Download option
  3. In the dropdown menu, choose CSV

 Schedule delivery 
An automatic scheduled action you can use to generate recurring reports.


To create a new scheduled action:

  1. Click the ellipsis icon in the upper right-hand corner of the screen.
  2. Click Schedule delivery.
  3. Choose the delivery settings.