Referral Program

Steps

1. Configure how referrals work and what rewards you offer.
2. Invite customers to refer friends and neighbors.
3. Track referrals as they come in.
4. Reward customers for successful referrals.

Tips

• Referrals from satisfied customers are your highest-trust, lowest-cost source of new business.

Related guides

• Referral Leads A queue of incoming referred prospects so new opportunities are followed up quickly.
• Referral Campaigns Promote your referral program with targeted campaigns that ask happy customers to spread the word.
• NPS & Satisfaction Collect customer satisfaction and Net Promoter feedback, route happy customers to public reviews and unhappy ones to a private fix.