In the left-hand menu, click Customers. Search for the customer by email, name, customer ID, or share link, then click their name to open their profile.
2
Check their campaign
Scroll down to Sharing. This shows the campaign they’re currently sharing, along with their shares and successful referrals.
3
Stop current sharing
Open the Actions menu on that campaign and click Stop sharing. A message confirms they’re no longer sharing the offer, and the campaign disappears from the list.
4
Enrol in new campaign
Scroll back to the top, open the Enrol to campaign menu and pick the campaign you want to move them to.
Moving a customer to a different campaign using Stop Sharing and Enrol.
5
Check the move
The Activity timeline shows they’ve signed up to the new offer, and Sharing now lists the new campaign.
In the left-hand menu, click Customers. Search for the customer by email, name, customer ID, or share link, then click their name to open their profile. Sharing shows the older offer they’re on.
2
Enrol to latest campaign
Scroll to the top, open the Enrol to campaign menu and pick the same campaign. You’ll see a notification confirming successful enrolment.
Re-enrolling a customer to the latest campaign.
3
Check the new offer
Back in Sharing, the latest offer now appears at the top of the list.
On the customer’s profile, scroll to Sharing and open the Actions menu on their current offer.
2
Move to the latest offer
Click Move to latest offer. They’ll be enrolled in the latest offer available to them, which could be better or worse than their current one.
The Move to Latest Offer option under Sharing Actions.
3
Check the move
The Activity timeline shows they were moved to the newest offer, and Sharing lists the latest campaign.
Last modified on November 3, 2026
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