This video is from 2014. The program design has changed substantially, and it has gained more features. However, the way many modes work has stayed the same or is very similar. We are updating our knowledge base and video lessons. Since 2022, videos have been available exclusively in Ukrainian.
Tracking referrals
A referral program links a partner to the customer they referred. After setting up the terms in Torgsoft, you can view referred customers’ purchases and the partner’s reward amount. For a one-time promotion for existing customers, use the “Bring a Friend” promotion separately. It is a different setup, with a promo code and a bonus for the friend’s purchase.
Settlements and evaluation
When making a sale through an intermediary, record them in the document so the purchase is included in the relevant accounting. Check the partner report and completed payouts before calculating the reward. The webinar also shows customer surveys as a way to gather feedback; for current decisions, rely on the up-to-date settings for your customer database and loyalty program.
More details: Referral program; Tracking intermediaries and referrals
Go back to the previous step