Admin Guide - Nueve Solutions

Overview

The Admin Console is where FI staff manage the Refer a Friend program for the Banno integration — creating and editing campaigns, reviewing referrals, and processing reward payouts. Staff sign in with their own console credentials to access it, separate from the member-facing login.

1. Overview Dashboard

RAF Admin Console Overview for Garden Credit Union. Seven stat tiles: Total Referrals 1, Submitted 1, Criteria Met 0, Ready to Pay 0, Paid 0, Expired 0, Members 8. Below is a Campaigns table listing Auto Loan Summer Push, Premium Checking Q2 2026, Savings Promo Blitz, Spring 2026 Referral, and Winter 2025 Referral (Expired), with columns Name, Type, User ID, Priority, Start Date, End Date, Inviter Reward Amount, Acceptor Reward Amount, Edit, and Status toggle.

The landing page gives staff an at-a-glance summary of the institution’s referral activity — total referrals, and how many are submitted, have met their criteria, are ready to pay, have been paid, or have expired. Campaigns table: Lists every campaign for the institution, active and past. Each row shows the campaign type, an optional restriction to a specific promoter, priority, start/end dates, and both reward amounts.

Edit — opens the edit form for that campaign.
Status toggle — turns the campaign on or off. Turning it off ends the campaign immediately, even before its scheduled end date.
Add New Campaign — opens the new-campaign form described below.

Campaign priority — when a referral could qualify for more than one active campaign, the campaign with the highest priority is the one shown to the inviter. The acceptor’s progress is still tracked against every matching campaign behind the scenes.

2. Referrals List

RAF Admin Console Referrals list view. Filters across the top: From Date, To Date, Transaction Status, Campaign dropdown, with a Search and Clear. Table row showing campaign 'Auto Loan Summer Push', inviter 'Dinesh Prasad', inviter reward host account ID 'b5bbc025-3f12-4523-8149-b0bda0fae57e', inviter amount $75, acceptor 'rg', acceptor host account ID 'c36c058a-8e4e-45bd-8fe0-4a6392bc1ba8', acceptor amount $25. Buttons at bottom: Pay Reward, Mark as Paid, Download.

The referrals list is where staff review and act on individual referrals. Filters let staff narrow the list by date range, status, and campaign before deciding what action to take. Bulk actions:

Button	Behavior
Pay Reward	Sends the reward directly to the inviter’s and acceptor’s accounts.
Mark as Paid	Records a reward as paid without sending a transfer — use this when the reward was already paid outside the system.
Download	Exports the current filtered list as a CSV file for reporting.

Each row also shows which account the reward goes to — by default, the inviter’s and acceptor’s primary checking account, unless the campaign specifies a different account type.

3. New Campaign Form

New Campaign form. Top row: Name, Campaign Type (New Relationship Campaign selected), Creator User ID, Start Date, End Date. Second row: Inviter Amount, Acceptor Amount, CCW Days (60), Payment Mode (Manual selected), Max Inviter Rewards with Enable checkbox and Count. Third row: Inviter RDA Type, Acceptor RDA Type, Do Not Pay Codes (e.g., INFLCR1, INFLCR2), Priority, Promo Code. Criteria Config section with Logic builder and four toggleable criteria: Account (Checking), Balance (0), Payroll (500), Debit (5). Cancel and Submit buttons.

Campaign creation is the FI’s main setup flow for launching a new referral program.

Campaign fields

Field	Notes
Name	A descriptive name for the campaign
Campaign Type	New Relationship or New Product
Creator/Promoter	Optional — limits code generation to a single member, used for ambassador or influencer campaigns. Leave blank for open campaigns.
Start Date / End Date	The window during which the campaign is active
Inviter Amount	Reward paid to the inviter; set to $0 for acceptor-only promotions
Acceptor Amount	Reward paid to the acceptor
Completion Window (Days)	How many days after submission the acceptor has to meet all requirements
Payment Mode	Automatic, Manual, or Mark Paid Externally
Max Inviter Rewards	Optional cap on how many times a single inviter can be rewarded
Inviter/Acceptor Account Type	Which account type receives the reward (e.g., checking or savings)
Do Not Pay Codes	Promo codes that qualify the acceptor for a reward but never pay the inviter — used for influencer-distributed codes
Priority	Higher priority wins when a referral matches more than one campaign
Promo Code	Optional self-service code for FI promotions — rewards the acceptor only

Payment Mode options

Mode	Behavior
Automatic	The reward pays out on its own as soon as all requirements are met
Manual	The reward waits for staff to click Pay Reward in the referrals list
Mark Paid Externally	The reward waits for staff to click Mark as Paid once it’s been paid outside the system

Eligibility criteria

Criterion	Input
Account	Required account type (default: Checking)
Balance	Minimum balance the acceptor must maintain during the completion window
Payroll	Minimum direct-deposit total (default: $500)
Debit	Minimum number of qualifying debit card transactions (default: 5)

Staff can combine these into whichever rule fits the campaign — for example, requiring the account and balance criteria together, or either payroll or debit activity. Once submitted, the new campaign appears on the overview dashboard. Turning it on makes it live immediately, as long as it falls within its scheduled dates.

​Overview

​1. Overview Dashboard

​2. Referrals List

​3. New Campaign Form

​Campaign fields

​Payment Mode options

​Eligibility criteria