Manage Referrals
Welcome to the Manage Referrals section of the RefrMe Customer Documentation! This guide will help you navigate and utilize the powerful features available in RefrMe to manage your referrals efficiently. Here’s an overview of the key functionalities you'll find in this section:
Access Referral Link and QR Code
Generate and access your unique referral link and QR code. Share these easily across various platforms such as your website, social media accounts, email signatures, invoices, and more to maximize your referral reach.
Easily add new referrals to your system. Input essential details and ensure each referral is tracked and managed from start to finish, ensuring no referral is missed.
Quickly find and organize your referrals with advanced filtering options. Sort referrals by date, status, or customer to streamline your management process and ensure efficient tracking.
My Referral Board and Team Referral Board
Utilize the swim lane view on your personal and team referral boards to quickly update the status of each referral. This visual representation helps you stay on top of your referral pipeline and ensures smooth progress tracking.
Check if a referral has been paid their incentive. This feature helps you maintain transparency and ensure all referring customers receive their deserved rewards.
Verify if a customer has received their incentive. Keep track of all incentive payments to maintain accountability and foster trust among your customer base.
Easily update referral details such as name, contact information, and more. Ensure your referral records are accurate and up-to-date for effective management.
By utilizing these features, you can effectively manage your referrals, maintain transparency with your customers, and ensure that all incentives are tracked and distributed properly. Maximize your referral program’s potential with RefrMe's comprehensive management tools.
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