When logged in to the back office, click "Customers", then “Setting”
Look for the group and press the edit icon.
3. Press on Create referral code tab and then add the below.
Tier * - assigned tier to the customer that will use the code
# of Codes * - number of codes to generate
Campaign Code * - name of campaign to associate with the created code
Can the code be used more than once? - is optional, only tick the box if the condition is for one time use only.
Expiry Date - date the code cannot be used anymore
Store - The partner that owns the customer relationship, used for sales attribution
Customer Owner - internal user that owns the customer relationship, for sales attribution
Click “Create Codes” to generate the code.
4. Codes that will be generated will be available in Referral codes
Tier dropdown- is to view the specific tier if there are multiple referral codes
Export to CSV - an option to export the referral codes into a CSV file
Code - is the referral code that is generated by the system and can be used by customer for registration.
Date Generated - when the access code has been created
Registered - the date the referral code has been used
# - number of user registered using the referral code
Expiration date - if it is empty = no expiration date
Campaign code - name of campaign to associate with the created code
Unique Code - Yes (one time use only) / No ( Multi use)
Active- Yes ( the code is still active) / No ( the code was revoked)
Revoke - to deactivate the referral code