Getting Started on your Referral Program

Brand ambassadors are not only able to help your customers but they can help translate and promote your Brand to the new consumer. Retain and encourage your existing members to be your brand promoters with our Referral feature. You decide who gets rewarded with points and/or rewards or simply both Referrer and Referee.

What we are covering in this article:

How to setup the referral program

Login to CXM > Playbooks > Referral

 ☞ click "Add Experience" to install Referral for the first time

Step 1
 Upload referral banner / image (640 pixel X any height) *optional  
Step 2
 Turn on " Enable referral code in Web App” & " Enable referral code at sign up form
Step 3
 Edit Program name *optional
Step 4
 Customise your referral program default message 
Step 5
 Set referral rewards/ points for Referrer and/or Referee > Save

Customise your referral program

You can also customise your referral program. To do this, you can create rules for your referral or referee and these rules will over-ride the default setup created in Steps 5 above.

Adding "Referral" in Web App Menu page for easy access

Add a Referral title in Member WebApp for member to refer friends and family easily.

You may follow the steps or video guide below to do so:

Login to > Channel > Web App

Step 1
 Click + Add from Menu tab
Step 2
 Input menu title
Step 3
 Select Link to Referral Page
Step 4
 Click Active - Yes > Save

How it works from a member perspective

Your existing member can complete the referral process by following these THREE easy steps.

Step 1
 Members share their referral link from WebApp via email, social media platform (WhatsApp / Line / Telegram) 
Step 2
 Friends receive referral link and sign up 
Step 3
 Referral rewards/ points will be issued automatically upon friends sign up successfully

✉️ Have questions? Contact Us