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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 where customers can 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.

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How to enable the referral portal

To enable the referral portal:
  1. Go to Settings under Program.
  2. Toggle Enable the referral portal:
  3. Click Update.

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Referral portal access

A one-time password is sent to the customer when they need to access the portal. To customize the OTP email:
  1. Go to Emails under Referral, then select the Emails tab.
  2. Click on the gear icon and click Edit content next to the One-Time Password (OTP) Request email:

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Embed an in-site referral widget

Click here to read how to embed a Referral Portal widget on your website or application that your customers can access directly.

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Customize the referral portal

Click here for an in-depth review of all referral portal customization settings.