How to create the customer referral program

1. 1
   Step 1:

   Open Sell › Customer Referrals and the Program tab. In Friend's benefit, choose the Type (percentage discount, dollar discount, gift, or free text) and the amount. It shows up on the link page, and the business delivers it on the first purchase.

   

2. 2
   Step 2:

   In Referrer's reward, choose the type and write What the person gets. It applies when the friend makes a purchase; Cognizy logs it and sends a reminder, and the business delivers it.

   

3. 3
   Step 3:

   In Reward rules, specify what Counts as a sale, whether the Notice to the referrer goes out right away or after the team approves it, the limit on Rewards per person per month, and the Cost of each reward ($).

   

4. 4
   Step 4:

   In When to ask, turn on the moments when Cognizy asks for a referral via WhatsApp: High rating on the satisfaction survey, Completed appointment (hours later), and Deal won (days later).

   

5. 5
   Step 5:

   In Request message, write the Text or leave it blank to use the default. Use the variables {name}, {company}, and {link}.

   

6. 6
   Step 6:

   At the top, turn on Program on. From then on, the links work and requests start going out.

   

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