To set up a referral program, navigate to ‘CRM’ and then to ‘Referral program’.

Under ‘Settings’ you can find the tab ‘Incentives’ where you choose the primary incentive for your referral program. Here you can also choose an incentive both the referred and the referee respectively.

You can choose from 3 different features including credits, prepaid and vouchers. Make your selection under ‘Type’ and complete the fields below.

Under the tab ‘Rules’ you can decide what will trigger your referral incentive and limit the amount of referrals per contact.

A referral can be triggered either upon sign-up or after the first transaction.

Referrals are completed through the widget or the contacts portal. A block can be added in the editor where contacts can find a link to share with friends.

Or check out a video here!