Customize the referral portal

What is a referral portal?

The referral portal is part of the refer-a-friend program. It is a customer-facing page that allows customers to access their referral link and track their progress.

Each customer has a unique referral portal URL, which displays their data only.

The referral portal is optional and needs to be enabled. Read more.

Settings

The Settings tab contains information on the general referral portal and other settings.
It includes three sections: General, Custom, and the in-site widget. Let's review each below.

General section

The first section allows you to:

Customize the portal appearance and layout using Live Designer.
Edit portal SEO and tracking.
Connect a custom portal domain.

Default page setting allows you to choose where you want your main referral portal link to lead to:

program page,
login page, or
sign-up page.

Fallback URL is a backup link that customers will be redirected when the traffic cannot reach the main page for some reason.

Remember to click Update if you make any changes!

Next, you'll find Branding:

Here you can upload your logo, symbol, and favicon. Additionally, you can select your font family and primary brand color.

Next, you'll find Access & Authentication settings and Portal features:

Here, you can:

Disable registrations via the Referral portal
When disabled, joining your referral program through the portal will not be possible for anyone.
Enable program introduction page
When enabled, the program introduction page will be accessible.
Enable in-site widget
When enabled, the portal can be accessed via an in-site widget on your site or app. Read more.
Enable Partnero branding on the portal
When enabled, Partnero branding will be shown on the portal and you will automatically participate in our Affiliate program.

Remember to click Update if you make any changes!

Custom section

Custom code: Here, you can insert custom code into the header or the page of your referral portal.

Security: enable Google Recaptcha by adding Site and Secret keys. Google reCAPTCHA is a fraud detection service that stops bots and other automated attacks while approving valid users. Read more.

Contact information: add contact details, such as email address or phone number. The information added here will be visible to your customers on the referral portal.

In-site widget

Here, you can customize the in-site widget, including the colors, icon, and positioning.

Content

The Content tab is dedicated to adding your copy and customizing text throughout the referral portal and program page.

Log-in page section

Add a title and description for the login page and select branding options:

Sign-up page

Page details: add the title and description for the sign-up page.

Branding: select what image to display above the signup page title.

Registration form: add additional fields to the portal registration form.

Terms of Use: link to your referral program ToS. When added, a checkbox with a link will appear on the signup page.

Marketing consent: collect marketing permissions. When text is added, a checkbox will be showing on the signup page.

Program page section

Here you can build the program page for promoting your referral program. Add title and description, choose whether you'd like to show sign-up and log-in links on the page.

Page content is where you can build the rest of the page by adding various resources, such as:

content blocks;
text;
images;
faq;
links.

Don't forget to click Update after making any changes!

Portal dashboard section

Here, you can decide what will be included in the referral portal dashboard:

Include stats: display stats about referred friends.
Include sharing via link section: when enabled, customers can see their referral link.
Include sharing via email section: when enabled, customers will be able to invite their friends by sending an email.
Include unlocked rewards section: when enabled, unlocked rewards will be displayed.
Include reward history section: when enabled, customers will be able to view their referral history.

Additionally, you can select from available branding options.

Forms

Set up a quick two-step form for your visitors to invite friends. Choose an embeddable version, a pop-up form, or use both for added flexibility. In this article, we'll review how to enable and customize the forms, rewards, and the process.

Translations

By default, all referral portal content will be displayed in English. However, you can manually change the content to a different language or wording, or utilize predefined translations available through Partnero. Read more about translations here.