Skip to main content

​
Overview

Customer referrals allow your existing customers to become advocates for your product. Each customer gets a unique referral link they can share with friends.

​
Setting Up Customer Referrals

​
Step 1: Create a Referral Program

  1. Go to Programs → Create Program
  2. Select Referral Program
  3. Configure basic settings

​
Step 2: Define Rewards

Configure what customers earn for successful referrals:
Add credits to the customer’s account balance.
{
  "reward_type": "credit",
  "amount": 10,
  "currency": "USD"
}
Provide discount codes for future purchases.
{
  "reward_type": "discount",
  "amount": 20,
  "unit": "percentage"
}
Pay customers directly via PayPal or Wise.
{
  "reward_type": "cash",
  "amount": 25,
  "currency": "USD"
}

​
Step 3: Set Triggers

Define when rewards are granted:
TriggerDescription
signupWhen referred friend creates an account
purchaseWhen referred friend makes first purchase
subscriptionWhen referred friend subscribes

​
Creating Customers

Customers are created when they sign up for your product. Sync them with Partnero: Use integrations to sync customers automatically:

​
API Sync

Create customers via the API: 
curl -X POST https://api.partnero.com/v1/customers \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "email": "[email protected]",
    "name": "Jane Doe",
    "key": "cust_123"
  }'

​
JavaScript SDK

Create customers from your frontend: 
po('createCustomer', {
  email: '[email protected]',
  name: 'Jane Doe',
  key: 'cust_123'
});
Each customer automatically receives a referral link: 
{
  "customer": {
    "key": "cust_123",
    "referral_code": "JANE20",
    "referral_url": "https://yoursite.com/?ref=JANE20"
  }
}

curl -X GET https://api.partnero.com/v1/customers/cust_123/referral_links \
  -H "Authorization: Bearer YOUR_API_KEY"

curl -X POST https://api.partnero.com/v1/customer_referral_links \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "customer_key": "cust_123",
    "destination_url": "https://yoursite.com/signup"
  }'

​
Displaying Referral Info

​
Get Customer Stats

Retrieve referral statistics to display in your app: 
curl -X GET https://api.partnero.com/v1/customers/cust_123/stats \
  -H "Authorization: Bearer YOUR_API_KEY"
Response: 
{
  "total_referrals": 5,
  "successful_referrals": 3,
  "pending_referrals": 2,
  "total_rewards": 30.00,
  "currency": "USD"
}

​
Get Customer Balance

curl -X GET https://api.partnero.com/v1/customers/cust_123/balance \
  -H "Authorization: Bearer YOUR_API_KEY"
Response: 
{
  "balance": 45.00,
  "currency": "USD",
  "pending": 10.00
}

​
Embedding Referral Widgets

Add a referral widget to your customer dashboard: 
<div id="referral-widget"></div>

<script>
  po('renderReferralWidget', {
    container: '#referral-widget',
    customer_key: 'cust_123',
    theme: 'light',
    show_stats: true
  });
</script>

​
Managing Customers

​
List Customers

curl -X GET https://api.partnero.com/v1/customers \
  -H "Authorization: Bearer YOUR_API_KEY"

​
Update Customer

curl -X PUT https://api.partnero.com/v1/customers/cust_123 \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Jane Smith",
    "metadata": {"plan": "premium"}
  }'

​
Credit Customer Balance

Add credits to a customer’s account: 
curl -X POST https://api.partnero.com/v1/customers/cust_123/balance/credit \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "amount": 10,
    "currency": "USD",
    "note": "Referral bonus"
  }'

​
Next Steps

Refer-a-Friend

Set up refer-a-friend campaigns

Customers API

Full customers API reference