Referral program: rewarding customers for sending friends
Customers share a code; you both win when a friend signs up.
- 1Go to Settings → Referral Program and pick a line.
- 2Turn it on and set the reward — for your customer, and optionally for the friend.
- 3Write a headline and description they'll see in their portal.
Customers get a Refer a friend card in their portal. Each referral becomes a lead and shows up in Conversations so you can follow up. Your referral report (Reports → Growth) shows who's sending you the most business.
Paying the reward
- 1Once the friend signs up, open Settings → Marketing → Referrals.
- 2Press Reward on that referral.
- 3The person who referred them gets their reward as account credit. If you offer a friend reward, the friend gets theirs too (we find them by the email they were referred with). Both come off their next bill automatically.
Tip: Each referral can only be rewarded once, even if you press the button twice. If the friend isn't a customer yet, you'll see a note to add their credit once they sign up.
Buttons that open the app ask you to sign in first. New to RouteStacker? Start free.