Growth & Communication | Workspace
Run a customer referral program
Set fair referral terms, share trackable invitations, prevent self-referrals, and fulfill earned rewards.
Sign in to your company workspace to use the related controls.
What this section includes
- Program rules
- Customer referral links
- Qualification
- Rewards
- Referral reporting
Start-to-finish instructions
Set the rules
Define who can participate, qualifying action, waiting period, reward, limits, expiration, and terms.
Test the invitation
Preview the message and public referral page on phone and desktop.
Share with eligible customers
Use the approved email, SMS, portal, or in-person method and explain the terms plainly.
Track qualification
Review the referred person, source customer, booking or purchase, duplicates, fraud checks, and waiting period.
Fulfill the reward
Approve only qualified rewards, record the credit or payout, and notify the participant.
What success looks like
- Each referral has a traceable source and status.
- Qualified rewards are fulfilled once under the published rules.
Common problems
- A customer cannot refer themselves.
- Investigate matching contact, payment, device, or company data before approving suspicious activity.