Referral Rules


Referral programs help you to Enhance your customer reach with help of existing loyal customers base. This is a great way to offer incentives to the customers by referring new customers. From this page, you can create different types of Referral program (see figure 1).



(Figure 1 - Referral rule page)


How to create Referral rules ?


1. Navigate to Referral rules page

2. To create a new Referral type, click on the (+) New and enter the following details and save the record (see figure 2).



(Figure 2 - Referral rule entry pop up)


Different fields in this page are:


  1. Start Date :  here you can enter the start date of Referral rule
  2. End Date :  here you can enter the end date of Referral rule
  3. Referral Earned Amount :  here you can enter the Referral Earned Amount
  4. Referee Earned Amount :  here you can enter the Referee Earned Amount
  5. Branch :  here you can enter the Branch name where you are offering Referral programme
  6. Country :  here you can enter the country details of branch
  7. Region :  here you can enter the region details of branch
  8. State :  here you can enter the state details of branch
  9. City :  here you can enter the city details of branch