Referrals

The Talkable Referrals API allows referrals to be approved or voided.

Example use cases for the Referrals API

Voiding referrals after a purchase is returned or canceled:

• A company who wants to ensure an Advocate does not receive referral Rewards if the Friend returns their purchase. To prevent the Advocate from receiving their referral reward, this company would call the Talkable Referrals API with {"status": "voided"} after the Friend order is canceled.

Approving Referrals only after a specific CRM Event:

• A company who wants to approve referral rewards only after the Friend order has reached a certain state (ie, ‘shipped’, or ‘no longer refundable’) can control this Referral Approval with the Talkable Referrals API. This company would call the Talkable Referrals API with {"status": "approved"} after the Friend order reaches the desired state.

Note

There is no need to filter the orders for which the Talkable Referrals API is called. Call Talkable’s Referrals API for all purchases, not just those associated with a referral purchase. Talkable will decide which order numbers are tied to referrals.

Also: Inside ‘Fraud Settings’ exists two options for Referrals Approval configuration. When ‘Automatic’ Referrals Approvals selected, eligible Referrals will be approved a fixed number of hours or days (per configuration) after the Friend Purchase and/or Conversion Event. When ‘Manual’ Referrals Approval is selected, referral rewards will only be paid out after either the Talkable Referrals API is called with {"status": "approved"} or after an Admin has approved the referral from inside the Talkable Customer Service Portal.