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How to Set up the Agent Referral Code

Tyra avatar
Written by Tyra
Updated over a week ago

Setting up your referral code is quick and easy. On your account, navigate to the Referral Program section where you can set up how much the new client and the existing client would get. When they sign up using this code, they'll both earn credits.

Here's how you can set that up:

Go to Shopping Cart > Referral Program

Once you're there, you will see the option to enable this - if it's already enabled, you may add the amount you want for the new client and existing client to receive

Note: this is the default setting for all your clients, but you can modify this per agent


How can I set it up per Agent?

All you need to do is go to the agent's profile - from there click on Edit

Once you're there, scroll down to the bottom of the settings

From there, you can set up the credit amount they'll receive

This section also allows you to select which credit settings would be applied to the agent

Referral Settings:

  1. Disabled - agent referral is not applicable/available for this agent

  2. Global Settings - follows the default setting for all agents

  3. Company Settings - all agents under the same company would get the same credits (their default company credit)

  4. Agent Settings - would depend on how much you want the agent to receive and their referral to receive

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