Referral portal explained

What is a referral portal?

The referral portal is part of the refer-a-friend program. It is a customer-facing page where customers can 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.

How to enable the referral portal

To enable the referral portal:

1. Go to Settings under Program.
2. Toggle Enable the referral portal: 
3. Click Update.

Referral portal access

A one-time password is sent to the customer when they need to access the portal.

To customize the OTP email:

1. Go to Emails under Referral, then select the Emails tab.
2. Click on the gear icon and click Edit content next to the One-Time Password (OTP) Request email: 

Embed an in-site referral widget

Click here to read how to embed a Referral Portal widget on your website or application that your customers can access directly.

Customize the referral portal

Click here for an in-depth review of all referral portal customization settings.