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Referral Export Manually

However you like to have your referrals delivered to you, your data will always be accessible on the Rokt platform. This is useful for when you would like to look at all of your referrals over a certain time frame, or if you need to do some ad-hoc troubleshooting.

If something went wrong with an existing connection, such as an API failure or an email that got deleted, don’t worry! You can always log in to the Rokt platform and download the referral data for your campaigns.

Requirements to Access

Getting setup to access your referral data within the Rokt platform is simple and straightforward:

1. Request Access from your account manager who will then send an invite to your email address.
2. Login to the platform and navigate to Customer Data > Referrals
3. Select your filters such as the time-range, campaigns and data attributes you’d like to view.
4. Download the data by selecting the Export button. You can also select Export Via Email if you don’t want to wait around for the referral file to download, and would rather have a .csv file sent to your email upon completion.

A maximum of 100,000 records can be downloaded at once.