How to create a customer
You may need to manually create a customer (referral), e.g. if your partner or the customer forgot to use the affiliate link. Each customer has to be associated with a specific partner.
To create a customer manually:
- On your program, navigate to Partners under Reporting and management.
- Find the partner that the customer is associated with (you can search by name or email address).
- Click on the partner to open their profile view.
- Scroll down to Customer activity and click Create customer:
- Enter the customer's name, email address, and customer key:
The Customer's key can be anything you use within your system to identify customers, including their email address.
- Click Create customer.
The customer will be created as a Signup associated with the partner. You can also manually create a transaction - read more on how to do it here.