IDSource Referral & Cashback Manager
Referral Manager dashboard — track every referral with live status counts, cashback amounts, search, date filtering, and one-click CSV export.
IDSource Referral & Cashback Manager is a complete referral and cashback system for WordPress. Let your customers refer friends through a simple front-end form, then review, approve, and track every referral from a dedicated manager portal — no coding required.
Configurable cashback tiers automatically calculate rewards based on the final job value, so approving a payout takes seconds. Managers get their own front-end login, and every action is recorded for a clear audit trail.
Add the included shortcodes to any page to display the referral form, manager portal, and login. Everything works with any theme.
Key features
- Public referral submission form with consent and terms confirmation.
- Front-end manager portal to review, filter, and update referrals.
- Configurable cashback tiers based on the final job value.
- Referral status workflow (New, Quoted, Booked, Completed, Approved, Paid, Rejected).
- One-click CSV export of referral data.
- Email notifications for submissions, approvals, and payouts.
- Dedicated Referral Manager user role with its own front-end access.
- Built-in anti-spam protection on the public form.
- Audit log of manager actions.
- WordPress personal data exporter integration.
- Conditional uninstall cleanup — your data is only removed if you choose.