How to deliver the referrer's reward and track the scoreboard
See who has a reward to receive, notify the person, mark it as delivered, and track sales from referrals against the monthly goal.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
When the referred friend buys, the referrer's reward goes on the To Deliver list, with a code. The business delivers it (discount, gift) and marks it in Cognizy. The Scoreboard shows orders, friends who arrived, sales, revenue, and cost per customer.
Where to find it in Cognizy
Before you start
- Have the referral program turned on.
Step by step
- Step 1:
Open , the Referrals tab, and click To Deliver.
- Step 2:
Each card shows the friend, who referred them, when they bought, the amount, and the Reward with the code. Click Notify Juliana to send the notice by WhatsApp to the person who referred.
- Step 3:
After delivering the reward, click Mark delivered. If the referral isn't valid (for example, the friend was already a customer), click Decline.
- Step 4:
Open the Scoreboard tab. At the top, the monthly goal: sales from referrals and friends who arrived. Below, Orders, Links opened, Friends arrived, Purchased, Revenue and Rewards delivered. The goal is set on the Program tab, under Monthly goal.
- Step 5:
Under Top referrers, see which customers brought in the most friends. Use Previous month and Next month to compare.
How to know it worked
The referral leaves To Deliver and the scoreboard adds the reward to Rewards delivered. The cost of the rewards is added to Cost per customer, so you can compare it with the cost of ads.
If something goes wrong
A referral doesn't show up in To Deliver.
It only counts once the friend buys, based on the program's Counts as a sale rule. It may also have passed the limit of rewards per person for the month.
The notice didn't reach the referrer.
The notice goes out through the connected WhatsApp. Check that the referrer's number is correct on the contact's profile.
Next step
Register partners and influencers with their own links.
Sign in with your Cognizy account to save your progress.
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