Title: IDSource Referral & Cashback Manager Author: IDSource Published: July 6, 2026 Last modified: July 6, 2026 --- Search plugins ![](https://ps.w.org/idsource-referral-cashback-manager/assets/banner-772x250.png? rev=3597249) ![](https://ps.w.org/idsource-referral-cashback-manager/assets/icon-256x256.png? rev=3597249) # IDSource Referral & Cashback Manager By [IDSource](https://profiles.wordpress.org/idsources/) [Download](https://downloads.wordpress.org/plugin/idsource-referral-cashback-manager.1.0.0.zip) * [Details](https://wordpress.org/plugins/idsource-referral-cashback-manager/#description) * [Reviews](https://wordpress.org/plugins/idsource-referral-cashback-manager/#reviews) * [Installation](https://wordpress.org/plugins/idsource-referral-cashback-manager/#installation) * [Development](https://wordpress.org/plugins/idsource-referral-cashback-manager/#developers) [Support](https://wordpress.org/support/plugin/idsource-referral-cashback-manager/) ## Description IDSource Referral & Cashback Manager helps WordPress site owners collect referral submissions, manage referral statuses, track cashback rewards, add manager notes, export CSV reports, and include support for WordPress privacy tools. ### Features * Public referral submission form. * Frontend referral manager portal. * Referral status workflow. * Cashback reward tracking. * Manager notes. * Secure CSV export. * Built-in anti-spam protection. * Audit log. * WordPress privacy exporter integration. * Conditional uninstall cleanup. ### License IDSource Referral & Cashback Manager is licensed under the GPLv2 or later. License URI: https://www.gnu.org/licenses/gpl-2.0.html ## Screenshots [⌊Public referral form placeholder.⌉⌊Public referral form placeholder.⌉[ Public referral form placeholder. [⌊Referral manager KPI dashboard placeholder.⌉⌊Referral manager KPI dashboard placeholder .⌉[ Referral manager KPI dashboard placeholder. [⌊Referral manager filters and table placeholder.⌉⌊Referral manager filters and table placeholder.⌉[ Referral manager filters and table placeholder. [⌊Edit referral form placeholder.⌉⌊Edit referral form placeholder.⌉[ Edit referral form placeholder. ## Installation 1. Upload the `idsource-referral-cashback-manager` folder to `/wp-content/plugins/`. 2. Activate `IDSource Referral & Cashback Manager` from the WordPress Plugins screen. 3. Create a public referral page and add `[idsource_referral_form]`. 4. Create a manager login page and add `[idsource_referral_login]`. 5. Create a manager portal page and add `[idsource_referral_manager]`. 6. Go to `Referral Manager -> Settings`. 7. Configure cashback tiers, email settings, login URL, terms URL, and manager URL. 8. Assign the `Referral Manager` role to manager users, or grant the custom capabilities manually. The settings page includes a `Shortcodes & Pages` help section with copyable shortcode fields, a setup checklist, and a `Create Required Pages` button. The page creation action creates missing pages and updates existing required pages to use the current canonical shortcode: * Referral Form: `refer-a-friend`, `[idsource_referral_form]` * Referral Manager: `referral-manager`, `[idsource_referral_manager]` * Referral Login: `referral-login`, `[idsource_referral_login]` If a required page already exists and contains the current shortcode, it is reused. If it exists without the current shortcode, the page content is replaced with the canonical shortcode. The action updates `Login URL` and `Manager URL` for created, reused, or updated pages. `Terms URL` remains reserved for referral terms or conditions. The referral form page does not require a stored URL setting. It only needs a page containing `[idsource_referral_form]`. The Manager and Login URLs are stored because they are used by access and redirect flows. The Referral Form page URL is shown in the setup notice for information only and is not saved to `terms_url`. ## FAQ ### Does the plugin collect friend email or phone details? No. The public referral form collects friend name and friend area only. ### Does the plugin collect bank details? No. Cashback payment is handled manually outside the plugin. ### How is cashback calculated? Cashback is calculated from the final job value using the configured cashback tiers. ### Does the plugin send emails automatically? The plugin sends an admin notification and referrer confirmation after a successful referral submission. Cashback approved and paid emails are optional settings. ### Does the plugin include CSV import? No. CSV import is deferred. ### Does the plugin support WordPress personal data export? Yes. The plugin registers a WordPress personal data exporter for referrals matching the requester’s referrer email address. ### Does the plugin support WordPress personal data erasure? Not yet. Erasure is deferred because referral records are operational business records used for cashback, audit history, and dispute handling. The current schema does not include anonymization markers or a retention policy. Erasure should be implemented only after a clear business retention/anonymization policy is agreed. ### Where is the full documentation? Project documentation lives in the `/docs` folder. ## Reviews There are no reviews for this plugin. ## Contributors & Developers “IDSource Referral & Cashback Manager” is open source software. The following people have contributed to this plugin. Contributors * [ IDSource ](https://profiles.wordpress.org/idsources/) [Translate “IDSource Referral & Cashback Manager” into your language.](https://translate.wordpress.org/projects/wp-plugins/idsource-referral-cashback-manager) ### Interested in development? [Browse the code](https://plugins.trac.wordpress.org/browser/idsource-referral-cashback-manager/), check out the [SVN repository](https://plugins.svn.wordpress.org/idsource-referral-cashback-manager/), or subscribe to the [development log](https://plugins.trac.wordpress.org/log/idsource-referral-cashback-manager/) by [RSS](https://plugins.trac.wordpress.org/log/idsource-referral-cashback-manager/?limit=100&mode=stop_on_copy&format=rss). ## Changelog #### 1.0.0 * Initial public release. * Public referral submission form. * Referral management interface. * Cashback tracking. * CSV export. * Privacy tools. ## Meta * Version **1.0.0** * Last updated **18 hours ago** * Active installations **Fewer than 10** * WordPress version ** 6.0 or higher ** * Tested up to **7.0** * PHP version ** 8.0 or higher ** * Tags * [cashback](https://wordpress.org/plugins/tags/cashback/)[csv export](https://wordpress.org/plugins/tags/csv-export/) [referrals](https://wordpress.org/plugins/tags/referrals/) * [Advanced View](https://wordpress.org/plugins/idsource-referral-cashback-manager/advanced/) ## Ratings No reviews have been submitted yet. [Your review](https://wordpress.org/support/plugin/idsource-referral-cashback-manager/reviews/#new-post) [See all reviews](https://wordpress.org/support/plugin/idsource-referral-cashback-manager/reviews/) ## Contributors * [ IDSource ](https://profiles.wordpress.org/idsources/) ## Support Got something to say? Need help? [View support forum](https://wordpress.org/support/plugin/idsource-referral-cashback-manager/)