Referral Direct Hybrid Dashboard

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Referral Direct setup

Let’s set up your referral program.

Choose the program name, reward, payout methods, and customer destination. Nothing becomes active until you launch the program.

1Welcome

2Program details

3Reward

4Review & launch

You’re a few minutes away from going live.

We’ll help you choose the name and reward customers will see, then you can launch your referral program when you’re ready.

Name your program

Choose the name customers and referrers will see.

Choose the reward

Set the cash reward and accepted payout methods.

Launch and invite

Activate the program and begin sharing your signup link.

You can make changes later. Your referral program name, reward, payout methods, and destination website can be updated from the Program tab of your business dashboard.

Program details

These details appear on your referral pages and in future program communications.

Referral program name

This is the public name shown to referrers.

Please enter a referral program name.

Referred-customer destination website

People who receive a referral invitation will be directed here.

Please enter a valid website beginning with http:// or https://.

You can make changes later. Your referral program details can be updated from the Program tab of your business dashboard.

Choose your referral reward

Adjust the sliders to see how different amounts affect your return. Your Reward per referral is what referrers earn after you confirm a referred customer.

Reward per referral

Saved to your program

Type an amount or drag the slider — they stay in sync.

$ per confirmed referral

$5 $5,000

Please select a reward amount greater than zero.

Your estimates

Projection only

Used to build the projection below. These aren't saved to your program.

Average sale value $

Referrals that close per year

Estimated annual return

Referral revenue minus rewards paid and your subscription.

Return per referral

Return multiplier

Includes the $200 monthly Referral Direct platform fee as a $2,400 annual cost.

How you'll pay rewards

Pick every method your business is willing to use.

Venmo Zelle PayPal Cash

Select at least one payout method.

You can make changes later. Create a new reward or update your program details anytime from the Program tab of your business dashboard.

Review and launch

Review the details below before launching your referral program.

Program name—

Reward—

Payout methods—

Customer destination—

✓

Your program will become active immediately.
The referrer signup link will be ready to share as soon as setup is complete.

You can make changes later. Your program name, reward, payout methods, and destination website can be managed from the Program tab of your business dashboard.

Account security

Secure your account.

Create a password so you can return to your Referral Direct dashboard anytime using your business email.

Referral Direct

Referral Dashboard

Manage your referrals, rewards, and referrers all in one place.

Program status: Active

Program snapshot

A quick view of the program's return and growth.

Referral Revenue

$0.00

From 0 confirmed customers

0.0x Return

0 Referrals in

0 Referrers

0 New customers

Referral action queue

View active referrals and continue their available next steps. The ! icon marks referrals that need your business to respond now. Use the Referrals tab for completed and rejected records.

Referral	What they’re looking for	Referred by	Date referred	Current status	Next step

Recent activity

The latest referral updates.

Loading activity…

All referrals

Search and review every referral record, including active, completed, and rejected referrals. The ! icon, statuses, and next steps use the same meaning as the Dashboard.

Referral	What they’re looking for	Referred by	Date referred	Current status	Next step

Referrers

Search and review everyone enrolled in your referral program. View each referrer’s contact information, total referrals, confirmed customers, rewards earned, rewards paid, and referral history.

Referrer	Joined	Total referrals	Confirmed	Rewards earned	Rewards paid	Details

Current reward

Active

The reward currently offered for new referrals.

Reward value

$25

Reward type

Cash

Eligibility

First completed purchase

Effective date

July 1, 2026

Accepted payout methods

Only one reward can be active at a time

Launching a new reward ends the current reward for future referrals. Existing referrals keep the reward terms that were active when they were submitted.

Return on Investment Calculator

Estimate the annual revenue and return your referral program could generate based on your average sale, closed referrals, and reward amount.

Total Annual Return on Investment

$15,000

Revenue minus rewards paid and platform fee

Average Sale Value

$3,000

Referrals that close / year

Reward per referral

$100

ROI per Referral

$2,500

Average net return generated per closed referral.

Return Multiplier

Referral revenue divided by total annual program cost.

Calculator includes the $200 monthly Referral Direct subscription as a $2,400 annual platform cost.

Program details

Manage the public name of your referral program and the website included in referral invitations.

Referral program name

Shown on the referrer signup page, website card, customer email, and future program communications.

Referred-customer destination website

The website included in the invitation message a referrer sends to the person they referred.

Share your referral program

Invite existing customers by email, add a dynamic referral-program card to your website, or copy the direct program link.

Reward history

Previous rewards and the periods when they were available.

Reward	Type	Period	Referrals	Status
$20	Cash	May 1 – June 30, 2026	12	Ended

Business information

The business and account information connected to this referral program.

Business name

—

Contact name

—

Phone number

—

Business website

—

Referral program

Manage the links used by referrers and the people they refer.

Referrer signup link

—

Referred customer destination website

—

↗ Visit website

This is the website where people who are referred will be directed to from the invitation message.

Subscription & billing

View invoices, update your payment method, and manage your subscription securely through Stripe.

Stripe secure

Referral Direct never receives or stores your complete card information. Stripe securely handles payments, invoices, and subscription changes.

Referral Direct

Monthly subscription managed securely through Stripe.

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Support

Questions or issues? Contact our support team and we’ll get back to you as soon as possible.

✉ Email support

Login & password

Manage access to your Referral Direct business account.

—

Current access

—

Change your password

To change your password, log out, open the Business Login page, click “Forgot password?”, and follow the reset link sent to your login email.

Let’s set up your referral program.

You’re a few minutes away from going live.

Program details

Choose your referral reward

Reward per referral

Your estimates

Review and launch

Secure your account.

Referral Dashboard

Program snapshot

Referral action queue

Recent activity

All referrals

Referrers

Current reward

Set up your first reward

Return on Investment Calculator

Program details

Referral program name

Referred-customer destination website

Reward history

Business information

Referral program

Subscription & billing

Support

Login & password

Invite referrers

Let’s set up your referral program.

You’re a few minutes away from going live.

Program details

Choose your referral reward

Reward per referral

Your estimates

Review and launch

Secure your account.

Referral Dashboard

Program snapshot

Referral action queue

Recent activity

All referrals

Referrers

Current reward

Set up your first reward

Return on Investment Calculator

Program details

Referral program name

Referred-customer destination website

Share your referral program

Email subject

Email body

Website card wording

Website code

Referral program link

Reward history

Business information

Referral program

Subscription & billing

Support

Login & password

Search dashboard

Referral details

Referrer details