Client Portal - Referral Program Settings

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

In the referral program settings, you have the ability to enter the details of your referral program and customize the background image to enhance its visual presentation. This allows you to make your referral program more attractive and engaging to participants.

1) Setting Up Module Name & Background Image

In the referral program design settings, you have the option to enter the name of your referral program to entice clients to join your referral network. Additionally, you can upload a background image to attract their attention and create a visually appealing program.

2) Referral Program Overview & Details

You also have the option to provide an overview of your referral program and detailed information about the program to further elaborate on its benefits and features for your clients. This allows you to effectively communicate the value and advantages of participating in your referral program, encouraging more clients to join and actively engage in referring others.