Referral qualification checks

Not every referral counts, so a Beam agent reads new referral events in ReferralHero and applies the program's approved rules to decide which ones qualify. Triggered by a signup or conversion, it checks the referrer, the referred person, and the conditions, then updates the referral status and notifies the owner. Clear cases pass without delay. Referrals that look self-dealing, hit fraud signals, or fall into a gray area the rules do not cover are held and routed to a person, who makes the qualification call before any reward is released.

Reward issuance and tracking

Once a referral qualifies, a Beam agent moves it toward the right reward under program rules inside ReferralHero. It reads the qualified event, aligns it to the correct reward tier, updates the record, and notifies the referrer or the team that a payout is due. Each issued reward is logged so totals stay accurate. Rewards above an approved threshold, unusual repeat claims, or cases where the tier is unclear are escalated to a person, who approves the amount before the agent marks anything as paid.

Advocate list segmentation

Programs run better when advocates are grouped well, so a Beam agent reads referral activity in ReferralHero and sorts advocates into the segments your rules define, such as top referrers or dormant members. On a schedule, it updates segment tags and notifies marketing when a group crosses a threshold worth acting on. Records with conflicting activity, an uncertain match, or signs of gaming are set aside and routed to a person, who reviews the advocate before the segment change is applied and used for outreach.