IDSource Referral & Cashback Manager
Manage customer referrals and cashback rewards in WordPress — submissions, approval workflow, tiered payouts, and CSV export.
Use with caution
IDSource Referral & Cashback Ma… works, but test it on a staging site before relying on it in 2026. Was last updated 3 months ago, and scores 49/100 on our health check.
- Small user base (<10 active installs)
- Very few reviews so far
How does it stack up?
Side-by-side on installs, updates, ratings & support
Daily downloads
Download spikes usually follow a new release — each site that auto-updates counts as a download.
Rankings
Where IDSource Referral & Cashbac… stands todayWordPress.org search rankings
Live position in the plugin search, top 100| Keyword | Position |
|---|---|
| cashback | #14 |
| csv export | >100 |
| referral manager | #30 |
| referrals | >100 |
About IDSource Referral & Cashback Manager
From the official readme · v1.0.1Description
IDSource Referral & Cashback Manager is a complete referral and cashback system for WordPress. Let your customers refer friends through a simple front-end form, then review, approve, and track every referral from a dedicated manager portal — no coding required.
Configurable cashback tiers automatically calculate rewards based on the final job value, so approving a payout takes seconds. Managers get their own front-end login, and every action is recorded for a clear audit trail.
Add the included shortcodes to any page to display the referral form, manager portal, and login. Everything works with any theme.
Key features
- Public referral submission form with consent and terms confirmation.
- Front-end manager portal to review, filter, and update referrals.
- Configurable cashback tiers based on the final job value.
- Referral status workflow (New, Quoted, Booked, Completed, Approved, Paid, Rejected).
- One-click CSV export of referral data.
- Email notifications for submissions, approvals, and payouts.
- Dedicated Referral Manager user role with its own front-end access.
- Built-in anti-spam protection on the public form.
- Audit log of manager actions.
- WordPress personal data exporter integration.
- Conditional uninstall cleanup — your data is only removed if you choose.
Installation
- Upload the
idsource-referral-cashback-managerfolder to/wp-content/plugins/. - Activate
IDSource Referral & Cashback Managerfrom the WordPress Plugins screen. - Create a public referral page and add
[idsource_referral_form]. - Create a manager login page and add
[idsource_referral_login]. - Create a manager portal page and add
[idsource_referral_manager]. - Go to
Referral Manager -> Settings. - Configure cashback tiers, email settings, login URL, terms URL, and manager URL.
- Assign the
Referral Managerrole 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.
Frequently asked questions
Do customers need a WordPress account to submit a referral?
No. The referral form is public. Anyone can submit a referral without logging in.
Who can access the manager portal?
Only users with the Administrator role or the dedicated Referral Manager role can view and update referrals through the manager portal.
Does the plugin collect friend email or phone details?
No. The public referral form collects the friend’s name and 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 a referrer confirmation after a successful referral submission. Cashback approved and paid emails are optional settings.
Does the plugin include CSV import?
No. CSV export is included; CSV import is not available in this version.
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 in this version. Referral records are operational business records used for cashback, audit history, and dispute handling, so erasure is intentionally deferred until a clear retention and anonymization policy is in place.
Does the plugin work with any theme?
Yes. The form, manager portal, and login are added to standard WordPress pages using shortcodes, so they work with any theme.
Changelog
Adds referral archiving and shows the referral reference number after successful submission.
1.0.1
- Added archive action for referrals.
- Archived referrals are hidden from manager lists, KPI counts, and CSV exports while remaining available for privacy export.
- Added referral reference number to the successful public form submission message.
1.0.0
- Initial public release.
- Public referral submission form.
- Referral management interface.
- Cashback tracking.
- CSV export.
- Privacy tools.
Screenshots
For developers
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Best IDSource Referral & Cashback… alternatives
All cashback plugins →
FAQ
IDSource Referral & Cashback Manager: quick answers
Straight answers, pulled from live WordPress.org data.
Live data from WordPress.org · checked Oct 9, 2026
Is IDSource Referral & Cashback Ma… free?
Yes. IDSource Referral & Cashback Ma… is free to download and use from the official WordPress.org plugin directory.
Is IDSource Referral & Cashback Ma… safe to use in 2026?
IDSource Referral & Cashback Ma… works, but test it on a staging site before relying on it in 2026. Was last updated 3 months ago, and scores 49/100 on our health check.
How many websites use IDSource Referral & Cashback Ma…?
IDSource Referral & Cashback Ma… is active on <10 WordPress websites and has been downloaded 251 times since it launched in July 2026. It was downloaded 63 times in the last 30 days.
Does IDSource Referral & Cashback Ma… work with WordPress 7.1?
IDSource Referral & Cashback Ma… is officially tested up to WordPress 7.0.7, while the latest release is 7.1.3. It may still work, but try it on a staging site first.
What PHP version does IDSource Referral & Cashback Ma… need?
IDSource Referral & Cashback Ma… requires PHP 8.0 or higher. Most hosts run PHP 8.x today, so it works on any modern WordPress hosting.
When was IDSource Referral & Cashback Ma… last updated?
The latest version, 1.0.1, was released on July 8, 2026 (3 months ago).
Who makes IDSource Referral & Cashback Ma…?
IDSource Referral & Cashback Ma… is developed and maintained by IDSource.
What are the best alternatives to IDSource Referral & Cashback Ma…?
The most popular alternatives to IDSource Referral & Cashback Ma… are Wallet for WooCommerce (20K+ installs), Wallet System for WooCommer… (1K+ installs) and Bonus for Woo (100+ installs).
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