[Feature Update] ๐ŸŒŸ New Data Exports

More referral program visit and recruiter reports

Hey it's Mica,

We get a lot of requests from customers asking for more data. Last month, we asked readers about their biggest pain points and over 35% said "Getting Data / Reports on Activity" topped their list. We love data and are always happy to provide it where we can.

Thatโ€™s why we made it easier to report on more of your data with three new data exports (without waiting on us):

  • Referral Visits - Track how your program is being shared and how referrals interact with your site

  • Member Visits - Analyze how members discover and engage with your program

  • Recruiter Data - See how many members and referrals each recruiter works with

Use these exports to further analyze your programs or drop them into your preferred analytics/AI tool to surface new insights.

Let's dive in. ๐Ÿ‘‡๐Ÿ‘‡

-Mica
Head of Operations

๐Ÿ”— Referral Visit Export

A referral visit happens when someone clicks a member's share link and visits your site or referral page.

Use this data to:

  • Identify which share methods (email, social, direct link) convert best

  • Understand how long a referral spends on your site

  • Find friction points in your referral journey

  • Spot high-intent visitors to investigate their full visit history

What's included in the export:

  • Referral Details - Date, Visitor ID, Referral ID, Email

  • Member Attribution (who referred them) - Name, Email, Member ID

  • Engagement Metrics - Page Views, Session Length

  • Traffic Sources - Source, Medium, Country

๐Ÿ” Member Visit Export

A member visit tracks when a member (or potential member) interacts with your referral program, whether logged in or not.

Use this data to:

  • Find your most engaged members (even if they haven't converted referrals yet)

  • Spot engagement drop-offs and patterns

  • Identify which promotion channels drive member activity

  • See how members interact over time

What's included in the export:

  • Member Details - Date, Visitor ID, Member ID, Email

  • Engagement Metrics - # of Views, # of Shares, Visit Type (first-time vs. returning)

  • Traffic Source - Source, Medium, Country

๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘ Recruiter Data Export

Recruiters are team members (sales reps, customer service, field reps, etc.) who help grow your referral program by signing up new members during 1-on-1 interactions.

Use this data to:

  • Identify top-performing recruiters and understand what they're doing differently

  • Spot inactive team members who need coaching or reminders

  • Build incentive programs based on actual performance

What's included in the export:

  • Recruiter Details - Recruiter ID, Program, Last Access Date

  • Member Activity - # of Members Assigned, Last Member Assigned, # of Members Sourced, Last Member Sourced

  • Referral Activity - # of Referrals Assigned, Last Referral Assigned, # of Referrals Sourced, Last Referral Sourced

Export limits: 50,000 rows by default. Need more? Reach out to discuss increasing your limit.

โฎ And in case you missed itโ€ฆ

Here are some more recent posts from our team that you may have missed!