Run a customer referral program

Set it up

1. Open Referrals (under More in the sidebar, in Marketing) and stay on Customer Referrals.
2. Turn on Enable Referral Program.
3. Under Referrer Reward, pick the Reward Type: Percentage Discount, Fixed Dollar Credit, % of Friend's First Invoice or Free Add-On Service, and set the amount.
4. Under Friend's Incentive, pick a Percentage Discount or Fixed Dollar Credit off the friend's first service, or No Incentive.
5. Under Program Rules, set the Minimum Spend to Qualify, the Reward Expiry, and whether to Auto-Apply Rewards on the customer's next quote.
6. Click Save Referral Settings.

How customers share it

• In the Client Portal, the Referrals section shows their link with Share via SMS and Share via Email.
• On a customer's profile, the Referrals tab has Generate Referral Code and Copy.
• In your emails and automations, use the {{referral_link}} tag.

The friend opens the link, sees the offer, fills in their details and clicks Get Started. They arrive as a new lead with the source Referral from the customer's name, and the Customer Referral Received trigger runs.

When the reward is earned

The customer earns their reward once the friend becomes a customer and pays their first invoice, as long as it meets your minimum spend. You get a notification when that happens.

Use the reward

When you make the customer's next quote, a banner offers Apply reward. With Auto-Apply Rewards on, it's added for you. The friend's offer shows the same way on their first quote with Apply offer.

Record a referral by hand

If someone was referred without the link, open the customer's profile, go to Referrals and click Add Referral.

Common questions

#### Can a customer see their own history in the portal?

Yes. Once the portal is on, they see their jobs, invoices, payments, warranties, proofs and referrals.

#### Why can't I delete a customer?

Customers with invoices can't be deleted. Archive them instead. See Archive or delete a customer.

#### A customer has two profiles. Which should I keep?

Open the one with the most history and use Merge Customer to bring the other one in. See Merge duplicate customers.

#### Where are a customer's messages?

Choose Actions, then Message on their profile to open the conversation in the Message Centre. Files sent in messages also show on the Attachments tab.

#### Is there a limit on customers?

Your plan may set a customer limit. Wrapstart tells you if you reach it.

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