Admin Guide

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Administrators manage the Refer a Friend program through a dedicated console within Q2 Digital Banking. This guide covers campaign setup, referral tracking, reward processing, and transaction reporting.

Campaign Management

Campaigns define when the referral program is active, who receives rewards, and how much they receive.

Creating a Campaign

1. Navigate to the Campaigns section of the admin console.
2. Click to create a new campaign and provide the following:

Field	Description
Campaign Name	A unique identifier for the campaign (e.g. SPRING2025)
Campaign Type	Standard member referral or institution-funded reward
Start Date / End Date	The date range during which referrals are accepted
Inviter Reward Amount	Dollar amount paid to the referring member
Acceptor Reward Amount	Dollar amount paid to the new member
User ID	User ID associated with the campaign

3. Only one campaign should be active at a time. Campaigns can be enabled or disabled at any time without being deleted.

Note: A campaign can only be edited before its start date. Once a campaign has started, its configuration is locked.

Managing Campaigns

All campaigns are listed in the console with their status, date range, and reward amounts. Use the toggle next to any campaign to disable it before its end date without deleting it.

Referral List and Search

The Referral List page shows all referrals submitted under active and past campaigns.

By default, the list displays referrals from the past 7 days. Administrators can filter by:

• Date range — narrow results to a specific period
• Reward status — filter by Not Paid or Paid
• Member search — search by member name or account ID

Each row shows the inviter’s name, the new member’s name, the referral code used, reward amounts for each party, and the current reward status for both.

Reward Processing

Rewards are processed from the Referral List page once referrals are eligible for payout.

1. Select the date range and transaction status to surface eligible referrals.
2. The system verifies each party before disbursing a reward.

For the inviting member, the system checks:

• Holds an eligible account type
• Has not exceeded the configured reward limit (e.g. maximum 10 rewards per year)
• Is not on the administrator-defined skip list

For the new member, the system checks:

• Holds an eligible account type
• Account was opened within the campaign date range
• Has satisfied all eligibility criteria
• Account balance is non-negative

3. Select the referrals to process and confirm the payout.
4. The system transfers funds from the reward holding account to each party’s account and records the transaction ID.
5. Reward statuses update to Paid. Failed transactions are flagged for manual review.

Note: Rewards can also be marked as Paid manually by an administrator without initiating a fund transfer — for example, when a reward was issued outside the system.

Transaction Report

The Transaction Report page provides a full history of all reward transactions across campaigns.

By default it shows the past 7 days across all active campaigns. Use the date range filter and Campaign dropdown to narrow results, then click Search to update the table.

The table includes: transaction ID, date, user information, campaign name, amount, and status. Pagination controls and a per-page record count let you navigate large result sets. Use the Download button to export the filtered data as a CSV file for reporting, auditing, or sharing.