Path: "Marketing tools" > Referrals
Managing Referrals
If you want to allow your investors to refer friends, you can set this up in the backend. To do so, you need to configure the appropriate settings.
- In the first step, you'll input the texts that your investors will see in your investment portal under "Settings" > "Platform" > "Investment Portal"
- In the second step, you'll give a name and parameters under "Settings" > "Add-ons" > "Edit referral Program"
Once the referral program is active and being used by your investors, you can manage your conversions under "Marketing Tools" and "Referrals."
- In the filter settings, you can differentiate between "open," "paid out," and "rejected" for each referral.
- The overview will display both the investing person who made the referral and the person who received the referral.
- Furthermore, you'll see the value of each referral. This value depends on the referral compensation settings you made when creating the referral.
- You can process accepted referrals once the investment is no longer within the withdrawal period.
Note: Bonus payments for referrals need to be manually processed and aren't automatically distributed with interest payments.