Every invite you send is tracked end-to-end — from the moment we send the email to the moment a recipient finishes their order. The portal gives you a stage and a timestamp for each invite individually, and rolls them up into a funnel for the whole campaign.
#The seven funnel stages
Each recipient moves through these stages in order. They never skip; they advance as the recipient takes the next action.
- Invite Sent — we sent the invite email to the recipient.
- Invite Opened — the recipient opened the email.
- Link Clicked — the recipient clicked through from the email.
- Landing Viewed — the recipient reached your campaign's redemption page.
- Product Viewed — the recipient clicked into a product.
- Checkout Started — the recipient began the checkout flow.
- Order Completed — the recipient finished their redemption.
#Per-invite tracking
Open the campaign and switch to the Invite Links tab. Each row shows the invite's current status, who it was sent to, the Invite Sent timestamp, the Order number once redeemed, and a Journey column showing how far through the seven stages they are. An "Active" badge appears next to invites with activity in the last 15 minutes — useful for catching a recipient who's mid-checkout.
Click any invite row to open its detail drawer. The drawer has a Journey Timeline with every event we recorded for that invite — email opens, link clicks, individual page views, cart adds and removals, checkout start, order completion — each stamped with its time. If a recipient stalls, the timeline tells you exactly where.
#Aggregate funnel for the whole campaign
Switch to the Analytics tab to see the same seven stages rolled up across every invite. The funnel shows the count and percentage at each stage and the drop-off from the previous stage, plus median timing between stages (Sent → Opened, Opened → Clicked, and so on). See Campaign analytics for the full breakdown.
#What to do when invites stall
The stage where an invite gets stuck usually points to the fix:
- Sent without Opened — likely a deliverability issue. See Invite deliverability.
- Opened without Clicked — your subject line landed but the body didn't sell the click. Tighten the email copy.
- Clicked without Landing Viewed — rare. Usually a transient network issue on the recipient's side.
- Landing Viewed without Checkout Started — the product mix isn't compelling, or your campaign limits are blocking the recipient from adding what they want.
- Checkout Started without Order Completed — typically an address-verification gate. See Address validation rules.
The most common fix for an invite that stalls early is to resend the email. Open the action menu on the invite row and choose Resend Notification.
#Exporting invite data
Select invites in the table, open the Actions menu, and choose Export CSV to pull a spreadsheet with each invite's URL, status, and timestamps. Useful for offline analysis or reporting back to a stakeholder.