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- [Feature Update] 🌟 Our Biggest UI/UX Update Ever
[Feature Update] 🌟 Our Biggest UI/UX Update Ever
Configurable Lists, Profile Views, Referral Add Experience [+ more]
Mica 🔷 Referral Rock
February 19, 2025 • Estimated Reading Time: 7 minutes
Hey it’s Mica,
We’re excited (and honestly a bit nervous) that early access to the new admin interface was turned on for all accounts as of Monday (February 17th).
This was our biggest user interface update ever as we usually try to roll things out iteratively, but it just wasn’t possible with all these changes.
Our team rebuilt the entire admin experience to help you:
Get work done faster - spend less time managing your programs with streamlined workflows, improved navigation, and intuitive design
View your data, your way - control how you see and interact with your data with configurable views and advanced filtering
Make better decisions - spot opportunities to optimize your program based on program data and analytics
We understand these changes may have disrupted the workflows of some daily users but just know this is a work in progress and we’re doing our best.
For further feedback you can: scroll to the bottom to answer a quick poll, fill out our feedback form, or even reply to this email.
💪🏼 Our team deserves a ton of credit
This project started over a year ago and is the culmination of observation of how users use our app, feature requests we couldn’t build into our previous stack, and modern UI/UX best practices.
Here are some of our favorite features from the team involved:
“See all important details in one spot (member info, referral sources, program activity) - it's all right there.”
- Betsy Bland (Product) & Alfonso Campos (CS)
“The column customization options are awesome - hide/show fields, adjust width/order/density, and pin your favorite columns.”
- Pratiksha Nikam (Dev), Michael Simmons (Dev), & Shehryar Khan (CS)
“One of my faves is the new update status workflow notifies you if the status change will trigger a reward.”
- Blake Bos (Product)
Let's dive into the details 👇
-Mica
Head of Operations
⚡ Configurable List Views
No more static views or limited filtering. Now you can configure everything about your member, referral, and reward data.
Adjustable Columns - hide/show columns, set column width/order/density, pin to left/right, sort display order
Advanced Filtering - filter on more fields, combine filters with and/or logic, quick filter options
Exportable Data - use filters and columns to select the data you want then export it directly to a CSV file
Pro Tip: Pin your most-used columns to the left for quick scanning, and hide rarely-used ones to reduce clutter.
🔍 Profile Views
Now you can click on any member or referral to see everything about them in one clean view that opens right where you are.
Information at a Glance - See all member/referral details, key stats, and activity history in one view
Quick Actions - Add rewards, edit properties, update statuses, and manage members/referrals directly from their profile
Mobile-Optimized - Profile views automatically adjust to your screen size, making it easy to manage your program from any device.
 Member Profile |  Referral Profile |
Pro Tip: Click any field in a profile to copy it to your clipboard – perfect for when you need to reference member IDs or emails.
➕ Referral Add Experience
It’s now faster to manually add new referrals and proactively prevent common errors.
Member Lookup - find to correct member to associate with the new referral
Intelligent Error Messaging - get warnings if making an error with instructions on how to resolve it
Custom Properties - add custom properties that adapt based on the program setup
Pro Tip: Type a member's email or name in the search field to see if they're already in your program.
📊 Analytics Dashboard
Released in August 2024, the Analytics Dashboard tells you how your referral programs are performing and where best to optimize them.
Lead Indicators - track key metrics for predicting a program's success
Detailed Analytics - filter and breakdown programs for more granular analysis
Monitor Trends - see how your program changes over time
Pro Tip: Monitor changes over time and see if any changes are normal fluctuation or a cause for concern.
Several navigation and usability improvements were released in August 2024 to make it easier to find the information and actions you need.
Home Page - surface important program data and information
Alerts - get notified when you need to take action
Shortcuts - most recent or pinned pages
Quick Actions - one click to access most common admin actions
Pro Tip: Pin your favorite pages as shortcuts so you can find them easier (great if you want to use the classic table views).
🙋🏻♂️ We’re not done yet…
We have already received some great suggestions from early users that we’re building into the next round of updates that roll out every Thursday.
[Poll] How will the new experience affect managing your referral program? |
Please share your feedback so we can continue to improve the admin experience (what you love/hate, use cases you’re looking to solve, challenges you’re having, etc.).
