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How to manually add a referral
How to manually add a referral

Learn how to manually add referrals in Tolt with simple steps.

Damjan avatar
Written by Damjan
Updated over 6 months ago

Additional flexibility and control over your affiliate program. Manually adding referrals allows for tracking offline referrals, customized tracking, handling special cases, and testing/troubleshooting scenarios within your program.
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After adding a referral manually, any future payments will be tracked automatically.

Step-by-Step Guide

  1. Plan: Select the plan the referral purchased (e.g., Growth/Pro). This field distinguishes payments.

  2. Status: Choose from Active, Trial, Lead, Canceled or Refunded to reflect the referral's status.

  3. Product Price and Total Paid: Usually the same, unless there's a discount. Enter the amount paid by the referral.

  4. Paid or Not Paid: Indicates if the affiliate received a commission. Set as "Not Paid" for new referrals and if the affiliate didn't receive a payout for that referral..

Here's a quick video guide:

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