How do I edit a referral campaign in Proof?

Go to Tools → Referral campaigns, click the 3 vertical dots next to the campaign, and select Edit campaign to change the campaign name.

How do I deactivate a referral campaign link in Proof?

Go to Tools → Referral campaigns, click the 3 vertical dots next to the campaign, and select Deactivate campaign. The link immediately stops working for signers.

How do I reactivate a deactivated referral campaign in Proof?

Go to Tools → Referral campaigns → Inactive tab, click the 3 vertical dots next to the campaign, and select Activate campaign.

What happens when I deactivate a referral campaign in Proof?

Deactivating prevents new transactions from being created with that referral link and the link immediately stops working for signers; remove or update any published links.

Manage Referral Campaigns – Proof Help Center

The Proof Help Center guide explains how organizations can manage referral campaigns by editing only the internal campaign name, deactivating campaigns to immediately stop new transactions and published links, and reactivating them via the Tools > Referral campaigns menu, while noting that branding or payment changes require creating a new campaign.

Audience: Organizations

The short answer: Here's how to edit, deactivate, or reactivate a referral campaign. Referral campaigns generate links that refer customers to Proof without associating their transactions to your account.

How it works

Edit — Update the internal name of the campaign. This change is only visible to you and other users in your organization. Only the name can be changed after a campaign is created. To change branding or payment options, create a new referral campaign instead.
Deactivate — Prevents new transactions from being created with that referral link. The link immediately stops working for signers. Be sure to remove or update any published links. Campaigns can be reactivated at any time.
Reactivate — Restores a deactivated campaign immediately.

Edit a campaign

1.Select Tools from the navigation panel on the left.
2.Select Referral campaigns.
3.Select the 3 vertical dots next to the campaign you want to manage.
4.Select Edit campaign to change the campaign name.

Deactivate a campaign

1.Select Tools from the navigation panel on the left.
2.Select Referral campaigns.
3.Select the 3 vertical dots next to the campaign you want to deactivate.
4.Select Deactivate campaign.

Reactivate a campaign

1.Select Tools from the navigation panel on the left.
2.Select Referral campaigns.
3.Select the Inactive tab at the top of the page.
4.Select the 3 vertical dots next to the campaign you want to reactivate.
5.Select Activate campaign.

Summary Checklist

Tools → Referral campaigns → 3-dot menu → Edit, Deactivate, or Activate.
Deactivating stops the link immediately — remove or update any published links.
To change branding or payment options, create a new campaign — these cannot be edited on an existing campaign.

Still unsure? Contact Proof Support for help.