Search for the customer by name, email, customer ID, or share link, then click on the customer’s link to open their account.If the customer is not found, they have not interacted with the referral programme previously and will need to be enrolled manually (see below).
Customer search results filtered by name, email, or share link.
Go to the Customers section in the platform. Click Enrol a customer to campaign to see your campaign options.
The Enrol a customer to campaign button and campaign options.
Ensure the correct campaign is selected based on the customer’s locale, segment, or status.
The campaign selection dropdown for customer enrolment.
2
Enter customer details
Enter the customer’s first name, surname, and email address.
The customer enrolment form with name and email fields.
3
Configure options and register
If the customer is a paying customer (i.e. they’ve purchased your product), ensure that “This customer is a paying customer” is ticked. Ask the customer if they consent to receiving emails. If they do, tick “Send referrer registration and forward emails”. Otherwise, leave the box unticked. Click Register customer.
The paying customer and email consent options alongside the Register customer button.
If your customer has opted out of Registration & Forward emails, they will still receive reward fulfilment emails for any successful referrals they make.
Go to the Customers section in the platform. Search for the existing customer (referrer) by name, email, customer ID, or share link, then click to open their account. If the customer is not found, enrol them manually first (see above).
Searching for an existing referrer customer.
2
Add a friend
Scroll down to Sharing offers and select Actions > Add a friend.
The Actions menu showing the Add a friend option under Sharing offers.
3
Enter referee details
Fill out the details for the new customer on the “Add referee” page and click Save.
The Add referee form with customer details.
4
Confirm the referral
Review the details on the final page and click Confirm referral to link the new customer (referee) to the existing customer (referrer). If the new customer has already made a purchase, the platform will give the option to confirm the purchase, allowing the referrer to be awarded.
The Confirm referral page linking a referee to a referrer.
