Why are users not in the waitlist / leaderboard?

Prefinery sets the status of a user to indicate their progress in your campaign. For example, if you imported users into your project, they may start with the imported status. New users who signed up through your form may start as unconfirmed. 

Regardless of status, you can find all users in your campaign listed in the Tabular View of the Users page: 

But, for users to be listed in your Waitlist View (for pre-launch waitlist campaigns) or Leaderboard View (for general referral campaigns), they should have the applied status. 

Note: Only users in the applied status are on the waiting list. Once you've invited them (see How to Invite Users) or set them to active (see How to Activate Users), they are pulled off of the waiting list. The same happens if the user was suspended (see What Causes a User to be Suspended) or rejected. 

If you're finding that users aren't getting listed on your Waitlist/Leaderboard View, here are possible reasons and how you can resolve them: 

For imported users

To help jumpstart your campaign, Prefinery provides you the option to import your existing list. 

At the minimum, your CSV should contain an email column, but you can also include a status column to specify what status the imported users should be at upon being added. For example, if you've specified the applied status for all users in your CSV, then they will be added with such status in your campaign and will automatically show up on your waitlist/leaderboard. 

If no status was specified, the users will be added with the imported status. When this happens, they are required to confirm opt-in via email for their status to change to applied. 

Before importing, you should go to Email > Messages of your project dashboard and make sure the "Import - Request to Join Campaign" email message is activated.

Every Prefinery project comes with this email message by default which you can edit. Make sure that when editing the message, your call-to-action should be the user confirming opt-in using the URL variable {{user.instant_signup_link}}.

You can then import them. Make sure that when importing the "Do not send emails when importing" option is UNCHECKED.

As users are getting imported, the  "Import - Request to Join Campaign" email is sent to them which contains the opt-in confirmation link they need to click for them to be able to get the applied status and join the waitlist. 

For new signups

If you have double opt-in enabled which we highly recommend, new users will first be in the unconfirmed status upon signing up. They will need to confirm opt-in via email for their status to change to applied and be added to the waitlist/leaderboard. 

If you go to  Email > Messages of your project dashboard you'll find the "Opt-in Confirmation" email message which should be activated.

Every Prefinery project with double opt-in enabled comes with this email message by default which you can edit. Make sure that when editing the message, your call-to-action should be the user confirming opt-in using the URL variable {{user.confirmation_link}}

As users sign up, the  "Opt-in Confirmation" email is sent to them which contains the opt-in confirmation link they need to click for them to be able to get the applied status and join the waitlist. 

If double opt-in was disabled on your project, new signups will automatically have the applied status.