Create Referral Program

Overview

This playbook covers how to create a Referral Program for a Position in Leadline.

→ See 106 - Channel-Tracking-Links for full product knowledge on Channel Tracking Links and Referral Programs.

→ See 1201 - Create-Channel-Tracking-Link for instructions on creating the other types of Channel Tracking Links.

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How Do I Create a Referral Program?

1. Open the Channel Tracking Links tab for the Position you'd like to edit, either from the side drawer (click "Channel Links") or by editing the Position in full screen (click "Edit Position", then click the "Channel Tracking Links" tab).
2. Click "Create New" (or "+ Create Link") to open the "Add Custom Channel" modal, then select "Referral Program" as the channel type.
3. Enter a name in the Referral Program Name field.
4. Add referrers using one of two methods:
   • Upload a CSV: Click the upload area and select a .csv file of referrers.
   • Manually Enter Referrals: Click "Manually Enter Referrals," then enter a Referrer name and, optionally, a Referral ID, and click "Add." Repeat for each referrer you'd like to add; they appear in a table below as you add them.

Best for: Upload a CSV when adding a large list of referrers at once. Manually enter referrals when adding just a few, or adding them one at a time as they're identified.

5. Click "Save."

A QR code is created and uploaded to the lead referral tracking folder for this Position, and the Referral Program is now listed as one of the active channels in Channel Tracking Links.

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Related Topics

106 - Channel-Tracking-Links — Full product knowledge on Channel Tracking Links and Referral Programs
1201 - Create-Channel-Tracking-Link — Instructions for creating other types of Channel Tracking Links
1204 - Edit-Referrers-In-A-Referral-Program — Instructions for editing referrers within a Referral Program