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What it is for

Your customers refer friends through WhatsApp. When the friend becomes a customer, the referrer earns the reward and the friend can get a discount. Each customer gets a personal link at the /i/ address of your domain.

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Who can do it

Only people with permission set up and pay the program. Everyone else sees a message on the screen saying so. It shows up if the agency enabled the Refer and earn submodule for the organization.

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Where to click

Marketing › Refer and earn. The tabs are Configure, Referrals, Rewards and Ranking. The Program on switch is at the top.

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Step by step

1

Set what the friend gets

Under What the referred friend gets, choose % coupon, Fixed coupon or Nothing. The coupon is created in Payments and is applied on its own to the first charge.
2

Set what the referrer gets

Under What the referrer gets, choose Pix, Coupon or Credit and enter the amount.
3

Say when it counts

Under When it counts, choose Pays the 1st purchase, Deal won or Comes to the 1st appointment.
4

Set limits

Under Limits, enter the Maximum per person per month and for how many days The link is valid.
5

Edit the message

Under Message the customer forwards, write the invitation and check the WhatsApp preview.
6

Save and turn on

Click Save the program and leave Program on. Changes apply to new referrals.
To ask for the referral at the right moment, use Automatic invitation (Turn on or Edit): it opens a Flow recipe.

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What happens next

  • Referrals shows who clicked, became a contact or became a customer.
  • Rewards separates To pay, Waiting for the Pix key and Paid. To pay, click Pay, make the Pix in your bank’s app, attach the receipt and click Mark as paid. The person is notified on WhatsApp with the receipt.
  • The reward is released 7 days after payment. A refund within that period cancels it.
  • Ranking shows who referred the most.
  • Once the program is turned off, no new link works. What was already earned stays.
The reward may have tax implications for the payer and for the recipient. Check with your accountant.

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Common errors

  • “Refer and earn is not available yet: the server has not enabled the program yet.”
  • “Check the values: there is an invalid field.”
  • “Could not save the program.”
  • “Attach the receipt to mark as paid.”
  • “This person has no open conversation to ask for the key.”
  • “Outside the 24 h window: the approved “Indicação” template is missing to ask through Official WhatsApp.”
  • Referral “Declined · self-referral (same phone)”.

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