Refer

Rewards earned on an outcome, not a click

Give every customer their own link and a page to share it from. A reward is earned when their friend becomes a customer, and you see every step in between.

A refer-a-friend page on a phone: the offer, a box to get your own link and buttons to share it, beside the three moments a reward moves on

What it does

A programme per brand

The offer, what the referrer gets, what the friend gets and the event that earns it. Run several at once, each with its own page.

A link for every customer

Made the moment it is needed: in an email, in a text, or on the page where a customer asks for theirs.

Hosted pages

A page to get and share the link, and a page the friend lands on that greets them by the referrer’s first name.

Rewards with a status

Owed when the friend applies, earned at the event you choose, then paid. One that looks wrong is held for review.

Leaderboards and prizes

Rank referrers over any period for a prize campaign, with the file to pay from.

A customer recommends a friend

Sam’s loan has just completed, and the thank-you email carries Sam’s own link. Sam shares it and a friend applies through it. Sam can be told the same day that the friend has applied.

Four weeks later the friend’s loan completes. That is the event this programme pays on, so both rewards move to earned.

A refer-a-friend report: links issued, shares, clicks, applications, conversions, and rewards earned, paid and still to pay

The referral that looks wrong

A new application arrives through Lee’s link, and the friend’s email is Lee’s own. Nobody can refer themselves, so the reward is held for review and not paid.

Your team sees it on the Rewards list with the reason, and releases it or voids it. Every other reward carries on as normal.

A rewards list: four referrers, their friends and each reward as paid, earned, owed or held for review

What you see in the report

Links, shares and clicks
For each programme and each referrer.
Applications and conversions
Each as a share of the stage before.
Rewards
Owed, earned, paid and still to pay.
Leaderboard
Referrers ranked by conversions over any period, with a file.

Turn your best customers into introductions

Fourteen days with your own data. No card needed.

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