This documentation is provided as a reference on how to setup a referral program with registration groups that require admin approval
 

For this process you will want to make sure you have the latest KReferral App and latest KSignup App installed for your website and dashboard

From here we are going to set up the registration workflow that your users will use to register upon using a referral link

Head on over to the website that you enabled KReferral on by heading to Content -> Edit Webpages and then scroll down till you see this section below

Click on the acceptInvitation link and it will open up the page for editing inside of the Content Editor

You will see two components on the page we want to edit the settings for the component on the right

Click the settings for the Component and Select "Set Cookie instead of Form", You will see that the component turns invisible, This is intentional as we wont need to see it, Although when your recipient visits the Referral Link the Referral Token will be stored as a Cookie in the Browser, And will also be Stored on the Group Membership Application when a user Registers

Next we are going to drop in a standard signup component that is part of KSignup, So if you have not already make sure KSignup is installed and enabled for your website

Go ahead and click the + button as shown in the screenshot to bring up the Component Picker

From the category dropdown select the Signup App Component and then select the Display Signup Form Component

After you drop in the component your web page should look something like this

Then we will go ahead and set the group that users will be added to upon registering, Click on the Settings Icon for the Signup Component and set your Group to Join to one of the Admin Approval Groups you have set up, We will show you how to make an Admin Approval Group later in this documentation.

Now we will get into creating the Referral Program that will be used with this Registration Workflow

Step 1. First you will want to create a referral program by setting a name and selecting a website

Step 2, You will want to set a start and finish date for the program and also set its status to active

Step 3. Optionally on the next page you can set Content, Terms & Conditions and a Thumbnail Image, But for the purposes of this documentation we can skip this for now So just click Next

On the next page we can set what types of groups and organisations are eligible for the Promotion

Step 4. On the next page we will start creating the Referral Program Promotion Mechanic

Click on the Create Referral Program button and we will proceed to this screen

Setup the name of the Referral Program as whatever you want, The default will work just fine however and then click Create Program

From there we are done and now we can test the referral program

Head over to the Referral Programs tab in the Sidebar and select your Referral Program

Next we will come to this page where you will first set the Activation method to be on Joining user Group (The group that they will be added to upon application approval)

You will be brought to a web page on your site where you are asked to either Refer by Link or Email for the purposes of this Documentation we will use Refer by Link

Next you will be presented with the ability to create a link so click on that button

You will then be given a link to copy

Then you would send this link to the person who you are referring and they would go ahead and create an account on that page

After the User Registers they will be told to wait until their application is approved and their application will appear on the admin dashboard like below

If you click approve the application and then head back over to your Referral Program, you will be able to see that the token has been redeemed/accepted

If the user is not activated like shown above then you can enter the ID displayed in the Acceptance into the Box above and click activate which will activate the profile

Earlier in this documentation it shows you how this can be automated upon the user joining a group, There is also the option of having the user purchase a product to achieve activation

After the profile is fully activated it will look like this

And thats it, That is how you set up a KReferral Program with Admin Approval Acceptance by Creating a Link

Next we will look at creating a Referral by sending an email to the recipient

Using all the knowledge from previous we can set up our KReferral Program as normal

But now we want to set up a Journey to handle the email being sent to the recipient

Below is what our Journey will look like

First of all head over to the Automation tab and click on Create Automation

and then set it up like the picture below

After that you will want to edit the automation that you have created, If it has not already taken you to the page to edit it Click on the Blue Edit button next to the Red X button on the right hand side and then set it up like the picture below

Select your Referral Program and set User to Referee and set the Email Action to the Email Node you set up in the Journey

Next we are going to edit the content of that email node you set up in the Journey

Go back to the Journey Builder and click the Settings on the Email Node and then click Manage

Head over to the Message Tab and then hit Edit and then Visual Editor which will bring you to the Content Editor for the Email

Set up some base template text that user will see when they recieve the email and we are going to drop in a button that will link the recipient to the referral registration page

Click on the button as displayed in the screenshot

And in the Category dropdown box (Top left corner) select KReferral

We are going to drop in the Referral Link Button so go ahead and click that to add it to the Content Editor

And that's it you are done with this part

Make sure you have set the Subject for your Email node like Below

If you follow the steps from the previous section then we can make our way back to the Referral Page where we can this time select Refer by Email

Next you will want to enter a name and email of the Recipient you want to recieve the referral

After that click send and get your recipient to check their emails

They should recieve an email that looks like the one below

If they click the link they will be brought to the registration page where they can register an account and wait for admin approval as shown in earlier steps

To approve and activate the account follow the same steps from earlier.

Next we are going to look at setting up a group that requires Administrator Approval before joining

First of all head over to the Groups Page which you can reach by going to Users & Groups and then clicking Groups

When you reach this page click on new group

You will be shown a popup that will have all the group settings in it, Just set them up like the below image

Make sure to set it as a Primary Group and set a name for it. once you are done Click Add in the Bottom right corner of the Popup

And then we will go into the settings for the group you just created

Scroll down the page a bit until you see this section below

If it is not already enabled select the Approval option, And that's pretty much it

Save the changes and we are basically done with setting up an Approval Group