Track referrals through a partner programme

Win customers through referrals.

Give partners an easy way to recommend your offer. A configured programme helps you track personal links, recorded referrals and commissions.

Discuss this solution See the journey

What makes a good customer interaction.

Research on timely responses and relevant customer care.

have recommended a company for excellent service: 75%; Good service gives customers a reason to talk about your business.; Survey of 14,300 consumers and business buyers worldwide · 2023.
Customer expectations study (opens in a new tab)
are more likely to buy again after good service: 88%; Respondents describe the influence of good customer service on a repeat purchase.; Survey of 14,300 consumers and business buyers worldwide · 2023.
Customer expectations study (opens in a new tab)

From a referral link to a new enquiry.

Make it easy for partners to recommend you.

Prepare a supported offer with clear referral rules. Your partners know what they can share and how a potential commission is earned.

Example: A referral programme is prepared as a draft. — Illustrative example · configured for your customer journey.

Partners can share the offer easily.

A personal link leads to the prepared offer. The partner knows which link to use for their referral.

Example: A personal referral link is ready to copy. — Illustrative example · configured for your customer journey.

Review recorded commissions.

Supported associations allow further review. A pending commission is approved deliberately; payment remains a separate step.

Example: A pending commission awaits review and approval. — Illustrative example · configured for your customer journey.

Help partners recommend your offer.

Make your offer easy to recommend.

A personal referral link gives partners a clear way to share your prepared offer.

Example: A personal link connects a referral with an enquiry.

Connect referrals with new contacts.

A supported configured referral route helps trace where a new enquiry came from.

Example: A referral connects two people to a new contact.

Keep recorded associations visible.

Review recorded associations for your partner programme and identify missing details.

Example: Enquiry sources are connected to the corresponding contacts.

Review commissions before approval.

Recorded commissions remain visible for review; approval and payout are separate steps.

Example: A recorded commission awaits deliberate review.

Give partners a clear starting point.

Share prepared links and programme rules so partners know how to recommend your offer.

Example: A useful product email invites a reply.

Simplified examples, not live account data.

Start with your own customer journey.

We check supported offers and payment routes for your partner programme. Then we configure partners, links and reward rules and test association and approval.

Your questions, answered.

Is every spoken referral linked automatically?

No. Association needs a supported, correctly configured route, such as a personal link. Offline referrals or missing tracking information may need manual review.

How do we get started?

We check supported offers and payment routes for your partner programme. Then we configure partners, links and reward rules and test association and approval.

Can my team continue the process?

Yes. We agree who handles each request and which details that person needs. Messages, tasks and ownership are configured to fit. Your team remains responsible for personal advice and decisions.

What needs setting up before launch?

We check the required features and connections in your account. Together, we review permissions, message templates and any usage costs. Then we test the complete journey with a sample contact.

Make your next customer interaction count.

We’ll show you how this solution fits your business and your team.

Discuss this solution