Referral
The Referral feature in MetaCRM empowers marketers to set up, manage, and track referral programs effortlessly. With an intuitive interface and step-by-step guidance, this tool ensures that you can create referral programs without the need for external support.
Step-by-Step Guide
Access the Referral Navigate to the Referral Settings page in your MetaCRM dashboard.
Follow the Guided Setup
The wizard will walk you through the creation process step by step.
Complete the mandatory program setup step first.
If required, proceed to API integration, which can be deferred.
Activate and Monitor
Once the program is set up, check the status to ensure all components are active.
If API integration is incomplete, the status will remain as "Not Activated" until it is successfully integrated.
View Completion Summary
Review the completion page for key notes and final details of your referral program.
Benefits of the Referral System
User-Friendly Interface: Create and manage referral programs quickly with an intuitive setup process.
Flexibility: Defer optional API integration and activate the program as per your timeline.
Guidance at Every Step: Clear instructions and wizards reduce confusion and ensure seamless program activation.
Accurate Tracking: Track referrals effectively and ensure smooth operation of your program.
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