How can I create a manual referral to reward an Advocate? : Talkable

How can I create a manual referral to reward an Advocate? Print

Modified on: Tue, 29 Sep, 2020 at 2:55 AM

You can easily create a manual referral. To do this you will need to:

1. Go to the CSP by clicking 'Customer service portal' tab at the top

2. Pick 'Create referral' on the left

3. Enter the Advocate's email

4. Make 'Order subtotal' (greater than any minimum subtotal requirement for the campaign rules; it won't affect Talkable revenue)

5. Choose a relevant campaign from the list of Live campaigns (w/a green dot)

6. Click "Create Referral" and approve it to send the reward instantly

Did you find it helpful? Yes No

Help Desk Software by Freshdesk