Referral Program Design Settings
Last updated
Last updated
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.
To set up the module name and background image, please follow these steps:
Click on the "Edit" button.
Enter the desired module name in the respective languages.
Upload your background image. You can choose to upload separate background images for dark mode and light mode to ensure compatibility with your clients' preferred color mode.
Click on the "Save" button to save your changes.
On the CRM Client Portal, both traders and IBs will have access to the Referral Program module, which will be displayed on the dashboard. The module name and background image that you have set up will be shown accordingly, creating a visually appealing and engaging experience for users.
