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What is a referral portal?

The referral portal is part of the refer-a-friend program. It is a customer-facing page that allows customers to access their referral link and track their progress. Each customer has a unique referral portal URL, which displays their data only. The referral portal is optional and needs to be enabled. Read more.

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Settings

The Settings tab contains information on the general referral portal and other settings. It includes two sections: General and Custom. Let’s review each below.

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1. General section

The first section allows you to: Default page setting allows you to choose where you want your main referral portal link to lead to:
  • program page,
  • login page, or
  • sign-up page.
Fallback URL is a backup link that customers will be redirected to when the traffic cannot reach the main page for some reason. Remember to click Update if you make any changes! Next, you’ll find Branding: Here you can upload your logo, symbol, and favicon. Additionally, you can select your font family and primary brand color. Next, you’ll find Access & Authentication settings and Portal features: Here, you can:
  • Disable registrations via the Referral portal When disabled, no one will be able to join your referral program through the portal.
  • Redirect signup to an external URL If enabled, all signup links in the portal will redirect to the specified URL instead of the built-in registration form. Useful when creating partners manually or via API
  • Enable program introduction page When enabled, the program introduction page will be accessible.
  • Enable in-site widget When enabled, the portal can be accessed via an in-site widget on your site or app. Read more.
  • Enable Partnero branding on the portal When enabled, Partnero branding will be shown on the portal and you will automatically participate in our Affiliate program.
Remember to click Update if you make any changes!

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2. Custom section

Custom code: Insert code into the header or page of your referral portal. Security: Partner portal login and registration pages are now protected by Cloudflare Turnstile, a privacy-friendly CAPTCHA alternative. Contact information: add contact details, such as email address or phone number. The information added here will be visible to your customers on the referral portal.

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Public pages

Next, you’ll find the Public pages tab, where you can configure the program, log-in and sign-up pages.

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1. Program page

Here, you can build the program page to promote your referral program. Add title and description, and choose whether you’d like to show sign-up and log-in links on the page. For easier editing, we recommend using our live designer editor. Alternatively, scroll down to the Page content section to add custom content blocks to the program page. Make sure to click Update after you make any changes.

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2. Log-in page

Add a title and description for the login page and select branding options:

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3. Sign-up page

Configure the sign-up page for your referral portal.
  • Page details: add the title and description for the sign-up page.
  • Branding: select what image to display above the signup page title.
  • Registration form: add additional fields to the portal registration form.
  • Terms of Use: link to your referral program ToS. When added, a checkbox with a link will appear on the signup page.
  • Marketing consent: collect marketing permissions. When text is added, a checkbox will be showing on the signup page.
Click Update after you make any changes.

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Portal dashbaord

Customize the content and settings for the portal dashboard - the main page customers see after they log in. Here, you can decide what will be included in the referral portal dashboard:
  • Include stats: display stats about referred friends.
  • Include sharing via link section: when enabled, customers can see their referral link.
  • Include sharing via email section: when enabled, customers will be able to invite their friends by sending an email.
  • Include unlocked rewards section: when enabled, unlocked rewards will be displayed.
  • Include reward history section: when enabled, customers will be able to view their referral history.
Additionally, you can select from available branding options. Click Update after you make any changes.

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Forms

The Forms tab contains two sections, Refer-a-firend from and In-site widget.

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1. Refer-a-friend form

Set up a quick two-step form for your visitors to invite friends. Choose an embeddable version, a pop-up form, or use both for added flexibility. In this article, we’ll review how to enable and customize the forms, rewards, and the process. Read more about refer-a-friend forms here.

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2. In-site widget

Here, you can customize the in-site widget, including the colors, icon, and positioning. Read more about how to embed the in-site widget.

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Translations

By default, all referral portal content will be displayed in English. However, you can manually change the content to a different language or wording, or utilize predefined translations available through Partnero. Read more about translations here.