Dashboard overview
A tour of the Invitebase dashboard — organizations, apps, test vs live mode, and every section of the nav
The Invitebase dashboard at dashboard.invitebase.com is where you create campaigns, watch referrals validate, read fraud decisions, and manage payouts. This page maps the whole surface so you know where everything lives.
Organizations and apps
The dashboard is organized in two levels:
- Organization — your company. Members, billing, and API access are org-scoped. You invite teammates by email from Settings.
- App — a product inside the organization (for example, your iOS/Android/web app). Campaigns, users, events, keys, and analytics all belong to an app. Use the app switcher in the top bar to move between apps.
Most teams have one app per product. Create additional apps when you run separate products with separate referral campaigns, users, and keys.
Test and live mode
Every app has two fully isolated environments, selected by a global test/live toggle in the top bar:
- The toggle persists per user, and every screen — campaigns, analytics, users, events, webhooks, payouts — scopes to the selected mode.
- While test mode is active, an unmissable colored banner spans the app so you always know you are looking at test data.
- Test data is never billed and never moves real money. Money-adjacent screens (Payouts, Billing) reinforce this visually.
Your API keys encode the mode: pk_test_…/sk_test_… operate on test data, pk_live_…/sk_live_… on live data. There is no separate sandbox host — the key determines the environment. See Environments and test mode.
Navigation map
Overview
Six headline stat cards with prior-period deltas and sparklines, plus a live ticker of events as they arrive.
Get started
An auto-detecting activation checklist that walks you from signup to your first validated referral.
Campaigns
Create and edit referral campaigns: qualification gates, reward configuration, and the copy and appearance of every end-user surface.
Users
Every end-user who has interacted with a campaign — rewards received and given, payouts, and a full per-user profile.
Charts
The full analytics section: referral trends, funnel, K-factor, reward cost, fraud rate, and retention cohorts.
Payouts
The payout queue, your prefunded reward balance, top-ups, and the manual-fulfillment queue for tier rewards.
Fraud
Read the automatic fraud decisions, see the evidence behind each one, and manage your block lists.
Developer tools
API keys, webhook endpoints with delivery logs, the event inspector, API request log, and the test-mode simulators.
Settings
Org members, app name and subdomain, attribution values, and owner-alert preferences.
Billing
Your Invitebase plan: usage meter, invoices, and billing caps.
The Get started checklist
New apps land on Get started — an ordered, auto-detecting checklist that takes you from signup to a first validated referral in under half an hour. The first two steps are dashboard work with no code; the remaining three are engineering, with copy-paste code in platform tabs (Web/JS, iOS/Swift, Android/Kotlin, React Native, Flutter) and your real test keys already injected into the snippets.
The defining feature: steps check themselves off. You never mark anything done — the dashboard detects each signal server-side the moment it happens:
| Step | Auto-completes when |
|---|---|
| Create your campaign | Your first campaign exists. The builder opens with a starter template prefilled — adjust it, swap in a Referral Gallery recipe, or start from scratch |
| Design your referral pages | You save your campaign's Appearance — the shared theme behind the offer page, referrer status page, and notification emails |
| Initialize the SDK and identify a user | The first SDK init ping arrives from your app and the first identify() call is received |
| Generate a referral link and track an event | The first getReferralLink() call succeeds and the first tracked event lands in the event feed |
| Validate your first referral | The first referral reaches validated |
Steps complete on activity in either mode. Integrate in test mode — every snippet and CTA defaults to your test keys, and test data never bills or moves real money — but if your first activity arrives on live keys, the checklist credits it rather than waiting for test-mode signals that will never come.
The checklist starts genuinely empty: Invitebase never pre-creates campaigns or participants in your app, so everything in your account is something you made. The event simulator provisions its own clearly labeled demo participants the first time you open it, and they stay scoped to the simulator.
A persistent progress indicator shows how far along you are, and completing the final step swaps in a go-live checklist: clone your tested campaign into live mode, create live API keys, connect reward fulfillment, and set reward safeguards. Integrating live-first still leads to the same go-live checklist — the clone step keeps asking for a campaign proven in test mode, so a test-mode dry run remains the recommended path to launch.
You do not need a running app to finish the engineering steps. The event simulator fires synthetic events from the dashboard, so you can prove the entire loop — click, signup, qualifying events, validation, reward — before writing a line of integration code.
Where to go next
- Integrating for the first time? Follow the platform quickstart for your stack.
- Setting up your first campaign? Read the campaigns builder guide.
- Wiring your backend? See Developer tools and the API reference.