How to Assign a Referrer to a Transaction

Sometimes a referral happens offline — a customer mentions they were sent by a friend, an affiliate closes a sale over email, or a referral link simply wasn't tracked due to browser settings. With Oshi, you can manually assign a referrer to any qualifying transaction directly from your dashboard so the right people still get credited and rewarded.

When to Use This

Manual referral assignment is useful when:

• A customer was referred by word of mouth but didn't use a referral link
• A referral link wasn't tracked due to browser privacy settings or cleared cookies
• You want to credit an affiliate for a sale they helped close outside of a tracked link
• A customer mentions during a support interaction that someone referred them

Requirements

Before you can assign a referrer, the transaction must meet all of the following:

• Transaction type is a purchase — Refunds and other event types are not eligible.
• Status is claimed or pending — Completed or failed transactions cannot be modified.
• No existing referral bonus — If the transaction was already attributed to a referrer, it cannot be reassigned.
• Referral program is active — Your referral program must be turned on in Loyalty Program > Referrals.

If any of these conditions aren't met, the "Assign Referrer" option will not appear in the transaction menu.

Steps

1. Open the Transactions Table

Navigate to the Transactions section in your merchant dashboard.

2. Find the Transaction

Locate the transaction you want to attribute. You can use the search and filter tools to narrow results by date, customer, or amount.

3. Open the Row Actions Menu

Click the three-dot menu (⋮) on the right side of the transaction row to open the dropdown.

4. Select "Assign Referrer"

Click Assign Referrer from the dropdown. This opens the referral assignment dialog.

5. Enter the Referrer's Email

Enter the email address of the person who referred the customer.

• If the referrer already has an Oshi account, they'll be matched automatically.
• If the referrer is new to Oshi, an account will be created for them so they can receive their reward.
• If the referrer is an affiliate for your business, the system will detect this and apply their affiliate-specific reward settings and commissions.

6. Review the Reward Preview

Before confirming, you'll see a detailed breakdown of what will happen:

• Transaction amount — The purchase total in USD.
• Referrer bonus — The reward the referrer will receive, shown as a dollar amount and estimated Bitcoin value.
• Customer bonus — Any reward the referred customer will receive, if enabled in your referral settings.
• Affiliate commission — If the referrer is an affiliate with lifetime commission enabled, the calculated commission will be displayed.

7. Confirm the Assignment

Click Confirm to complete the assignment. A success notification will appear and the transactions table will refresh to reflect the new referral attribution.

What Happens After Assignment

Once confirmed, Oshi handles everything automatically:

• A referral relationship is created between the customer and the referrer for your business.
• Referral rewards are queued for processing based on your current referral program settings.
• If the referrer is an affiliate with lifetime commission enabled, the commission is recorded.
• The transaction row in your dashboard will reflect the referral attribution.

Important Notes

• One referrer per customer — Each customer can only be referred once per business. If a referral already exists for that customer (from any transaction), the assignment will not go through.
• No self-referrals — A customer cannot be assigned as their own referrer.
• Current settings apply — Rewards are calculated using your referral program settings at the time of assignment. If the referrer is an affiliate with custom reward overrides, those will be used instead of the defaults.
• Assignment is permanent — Once a referrer is assigned, the referral relationship is created and cannot be undone. Double-check the referrer's email before confirming.

What's Next

• Understanding referrals vs. affiliates — Learn the difference between standard referral links and affiliate links.
• Set up referral rewards — Configure the default settings that all referrers and affiliates start with.
• Manage your affiliates — Review applications, approve or deny, and customize individual affiliate settings.