Refer
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.
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.
Made the moment it is needed: in an email, in a text, or on the page where a customer asks for theirs.
A page to get and share the link, and a page the friend lands on that greets them by the referrer’s first name.
Owed when the friend applies, earned at the event you choose, then paid. One that looks wrong is held for review.
Rank referrers over any period for a prize campaign, with the file to pay from.
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 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.
Fourteen days with your own data. No card needed.
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