Referral Program

Robert Carangelo III shared this question 5 years ago
Answered

I'm thinking of starting a referral program, whereby new customers can type in the referral's name if the referral source is "past customer." I would manually track referring customers and give them, say, a $20 rental credit for each referral. Is there any way to allow for that sort of thing, or how have others done it in the past?

Comments (3)

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We haven't had anyone try that as far as I know. There is no method for that. You would have to do it all manually. You can make a field on your quote form to accept the name, but you would have to track it all after that.

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Can I have that field added to my quote form? I would like it to say "If Past Customer, Customer Name:" I was expecting to track the referral credits manually, so that is not an issue. I couldn't find a way to add it myself as you said "You can make a field on your quote form to accept the name..." Thank You!

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It looks like you are still using the old quote pages. We would first have to upgrade you to the new pages. We can do that as well as customize the page to match your website for a one-time $50 charge. If you would like to do this, please go to Settings->Subscription and add a credit card or bank account. Then let us know you are ready. We will bill you once we start. Thanks!