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Tracking user referrals

  1. hatmandu

    Background: I'm running a membership site (actually managing subscriptions to a digital monthly magazine) for a client, using GF, the User Registration and PayPal add-ons, and the free third-party Members plugin. It's working brilliantly.

    Now my client wants to encourage registered users to refer other people to the site. The optimal situation would be to be able to update the referring user's info when a referred person becomes a subscriber. I think this boils down to two specific questions:

    1. If I created a refer-a-friend form, could that be used to update the current logged in user's info (ie the info stored by GF) with a list of the email addresses of the people that users is putting in the referral form?

    2. This may be asking too much. Is it also possible to pass data to the referred user's signup form - eg - and then on to PayPal and back so that when the new, referred user signs up, the original referee's account is updated in some way? (Ie so we know to reward them for a successful referral.)

    Any guidance or ideas would be welcomed - thanks!

    Posted 6 years ago on Friday May 10, 2013 | Permalink
  2. David Peralty

    Your best option would be to custom code all of this because there isn't anything in Gravity Forms that would make this any easier for you. If you had a separate table in your database to track all this, then it would work better. Say something like a table that on submission or a referrer records who referred the person, and the e-mail they referred. Then if someone signs up or pays, then you check the table for e-mail addresses, and if there is a match you change the "status" from 0 to 1 and add in the date that the status change happened. Then you could export that data each month to see who has what successful referrers. Again, none of this is any easier using Gravity Forms because it would be more complex to add a bunch of User Meta and manage that user meta as WordPress was never built to manage and store such information.

    Posted 6 years ago on Friday May 10, 2013 | Permalink
  3. hatmandu

    Thanks David - I thought you might say something like that, but it's good to know! Aside from this obscure need, GF is working excellently for managing the publication's core needs.

    Posted 6 years ago on Friday May 10, 2013 | Permalink