Create Referral Program

Create New Referral Program

Interactive Guide User Guide Workflow Guide

Info

Rules

Rewards

Automation

Branding

1. Basic Information

Program Name*

Program type*

Program Description

Currently active

Visible on public referral page

Default program for this organization

2. Program Rules & Experience

Terms & Conditions

Welcome message for referrers

Message shown after successful referral

Max referrals per referrer (null = unlimited)

Days before referral expires*

Minimum deal value for rewards

Program Start Date

The date this program becomes active.

Program End Date

The date this program automatically deactivates.

3. Rewards Configuration

Set the rewards for different milestones. Only fill out the rewards that apply to your program.

Reward type*

Reward for Submitting Referral ($)*

Reward for Successful Contact ($)*

Reward for Appointment Set ($)*

Reward for Kept Appointment ($)*

Reward for Signed Agreement ($)*

Reward on Closing (% of GCI)*

Fixed Reward on Closing ($)*

Success Bonus Amount ($)*

An additional fixed bonus paid upon successful closing.

4. Automation & Notifications

Automatically create leads from referrals

Require admin approval for new referrers

Send status updates to referrers

Notify these roles/members for this program

Select which internal members/roles should receive notifications for new referrals or major updates for this specific program.

5. Branding & Customization

Program Banner

Primary Color

#5D5CDE

Choose a color that matches your brand.