Referral system
Customer referrals, recorded and approved
Create a referral program and record conversions with a code for each customer.
What it can and cannot do yet is stated honestly below.
What you can do
Create a referral program
Set a name, reward type (discount, credit or custom) and terms. Switch it between active, paused and ended.
A code for each referrer
Issue a dedicated referral code for each customer (contact), with a limit on uses and an expiry date.
Record and approve conversions
When a referral converts it is recorded and managed as pending, approved or paid. A person approves it.
No double conversions
The same person cannot convert twice with the same code.
What it cannot do yet
- There is no automatic delivery of rewards yet. It covers recording conversions and managing approval and payment status. Handing over discounts or coupons is up to your own operations.
- There is no embeddable referral widget yet.
- Included in the acquisition add-on (websites and landing pages, news updates and referral programs).
How to start
- 1
Create the program
Decide the reward and terms and create the program.
- 2
Hand out codes
Issue a code for each customer and give it to them.
- 3
Check and approve
Review the conversions and approve them.
FAQ
- Can we use it for a friend-referral campaign?
- Yes. Give customers a referral code and record conversions. How you hand it over is up to you.
- Are rewards delivered automatically?
- No. It covers recording and approval. You deliver the reward.
- Does it prevent abuse?
- It prevents the same person converting twice with one code. A person approves each conversion, so you can check before approving.