The profile is where most operational work on a single customer happens. Every section on the page is either context (who this person is and what they’ve done) or action (something you can do next).
Page anatomy
The layout has three columns:
- Main (left). Banners, attention queue, AI insights, campaigns, activity timeline.
- Side panel (right). Identity, status, key dates, programme URLs.
- Notes (bottom right). Free-form team notes.
Referees see a subset, no Campaigns table and no Example short link in the side panel, because they haven’t shared yet.
Top banner: Signal
A coloured banner appears at the top of the profile whenever the customer is flagged. Today there are two flavours:
- Suspected of gaming (yellow). Comes with Stop sharing to disable the active offer immediately and Dismiss to clear the banner without acting.
- Generic signal (yellow). Customer is flagged but no recommended action is auto-attached. Use the … menu to decide what to do.
Needs attention
The card lists every open item that needs a human decision: pending rewards, fraud reviews, and unconfirmed referee purchases. A counter in the header shows how many items are open (“1 item”, “3 items”), and each row carries a verdict pill (Likely fraud, Possible fraud, Manual review, etc.) so you can triage at a glance. Some rows link out to the right approval queue with the customer pre-filtered; others (like Confirm a purchase) are inline actions you complete on the profile itself.
Insights
A short AI-generated read of who this customer is and what they’ve been doing. Use it as a first pass before you dig into the activity timeline. Click About AI insights to see how the summary is generated.
Insights are generated by a third-party LLM (OpenAI) from anonymised profile data only. We send counts, flags, status enums, and approval-rule labels. No names, emails, customer IDs, order numbers, coupon codes, or note content leave the system. Output may be inaccurate or out of date, verify before acting.
Campaigns (referrers only)
The Campaigns table lists every campaign this customer is sharing in. Columns:
| Column | What it shows |
|---|
| Name | The campaign name. |
| Status | Active / Stopped / Expired. |
| Sharing | The share method (e.g. Name share + link). |
| Shares | Number of times they’ve sent the offer. |
| Referrals made | Number of friends who actually arrived. |
| Valid from / Valid to | The window the offer is sharable in. |
Activity timeline
Below the campaigns, the Activity heading sits to the left and six tabs sit to the right. The tabs scope the timeline:
| Tab | Shows |
|---|
| All | Everything in chronological order. The default view. |
| Referrals | Friends they introduced and the status of each. |
| Rewards | Rewards earned, pending, or declined. |
| Emails | Mention Me emails sent to this customer (registration, reminders, fulfilment). |
| Orders | Confirmed purchases linked to this account. |
| Admin | Audit log of changes (gaming flags, manual enrolments, notes). |
Side panel
| Field | What it shows |
|---|
| Avatar + name | The display name. Hover to reveal a pencil icon, click to edit the name. |
| Email | Email on file. “Purged email” for purged accounts. Not editable. |
| Role pills | Referrer or Referee. See Status pills below for the full list. |
| Status pills | One or more state flags on the customer. See Status pills below. |
| Enrolled | Date of first enrolment. |
| Last purchase | Last confirmed purchase date, or blank if none. |
| NPS score | The customer’s most recent Net Promoter Score, with the quote they left. Only shown if they’ve responded. |
| Origin survey | The “How did you hear about us?” answer captured at registration. Only shown if collected. |
| Receiving emails | Yes / No. |
| Example short link | The customer’s personal share URL. Referrers only. Hover to reveal a pencil icon, click to edit the suffix. |
| Dashboard | Their referral dashboard URL, the link a customer would open to see their own progress. |
Status pills
A profile may show one or more pills under the name. Each pill maps to a specific flag on the customer record.
| Pill | What it means |
|---|
| Referrer | The customer has shared your programme at least once. |
| Referee | The customer arrived via someone else’s share. |
| Not a paying customer | No confirmed purchase on file. |
| Suspected of gaming | The isSuspicious flag is set, either automatically by a fraud rule or manually via Mark as suspicious. |
| Under fraud review | One or more of this customer’s referrals is in the Fraud Review queue awaiting a decision. |
| Not suspected | The customer was explicitly cleared. |
| Paying customer | The customer has at least one confirmed purchase on file. |
| Unconfirmed referral | This customer is a referee whose purchase hasn’t been confirmed. See Confirm a purchase. |
| Blocked | The customer has been blocked. |
| Unsubscribed | The customer has been unsubscribed from emails. |
Notes
Free-form notes visible to anyone on your team with access to this customer. Use them to record decisions, context, or escalations.
The … to the right of Enrol in campaign holds the customer-level destructive or status-changing actions. Every item flips between two labels (or appears/hides) depending on the customer’s current state:
| Label A | Shown when A is shown | Label B | Shown when B is shown |
|---|
| Block customer | Customer is not blocked | Unblock customer | Customer is blocked |
| Mark as suspicious | Not flagged as suspicious | Remove suspicion | isSuspicious is set |
| Unsubscribe from emails | Emails are on | Resubscribe to emails | Emails are off |
| Confirm purchase | One or more referees of this customer are awaiting purchase confirmation | (hidden) | No referees awaiting confirmation |
| Purge data | Always | (no inverse, destructive) | n/a |
