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You will need to do this when your customers must be labelled as an existing customer to share a referral with their friends. In some cases, it is also required to reward a referral that has already taken place. Customer status showing non-paying vs paying distinction

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Steps to Change Status

1

Find the customer

Go to the Customers section in the platform. Search for your customer’s details and open their account.Customers section in the platform navigation
2

Identify their campaign

Inside the account, identify the campaign they’ve enrolled in from their activity timeline or the Sharing section. Ensure the campaign you select matches the details on the customer profile.Customer profile with campaign enrolment and activity timeline
3

Re-enrol as paying customer

Click Enrol a customer to campaign and select the matching campaign. Re-enter your customer’s details (first name, surname, and email address). Tick the box for This customer is a paying customer of…, untick the box for Send referrer registration and forward emails, and click Register customer.Registration form with paying customer checkbox ticked

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See it in Action

Changing customer status from non-paying to paying
Last modified on March 31, 2026