Help Center

How do I run an invite-only referral program?

Last Updated: Apr 24, 2017

ReferralCandy gives you the option of running a referral program with invite-only advocates. This means you can control who joins the program, and prevent others from joining. 

If you are on the updated dashboard (how can I tell?):

  1. Go to "Edit Referral Program > Settings".
  2. Under "Post-Purchase Referral Email", choose "Never". 
  3. Under "Portal Access Page", choose "Limited to existing advocates only".
  4. That's it! Your referral program is now only available to customers you manually invite. 

If you are on the previous dashboard (how can I tell?): 

  1. Go to "Emails & Pages". 
  2. Under "Referral Email", change the delay time to "Never". 
  3. Under "Portal Templates", change the signups to "Limited to existing advocates only". 
  4. That's it! Your referral program is now only available to customers you manually invite. 

Still have questions? Contact us.

Have other questions? Contact us.

support@referralcandy.com
https://cdn.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete