Configure Referral Gating With Confidence: Email Gating Gets a Smarter UI

The way you configure email and phone gating for your referral campaigns just got a whole lot clearer.

Setting up email gating in Campaign Rules used to be confusing. Advocate settings, Friend settings, and combined options all lived on one cluttered screen with no visual indication of how they related to each other — making misconfiguration easy and hard to spot.

We’ve redesigned it from the ground up.

Advocate and friend gating now have their own dedicated sections in Campaign Rules, with a layout that makes dependencies between settings immediately obvious.

Here’s what’s new:

• Advocate and friend email gating are now separate navigation items — easier to find, easier to configure independently
• Color-coded section titles and visual connectors show exactly which settings depend on each other
• The cleaner layout reduces setup errors for both new and experienced users
• All existing validation logic is preserved — this is a UI improvement, not a behavior change
• Available to both staff admins and clients configuring campaigns directly

If your team regularly configures gating rules across multiple campaigns, this update removes the guesswork from one of the most commonly customized parts of the platform.