Test onboarding and tutorials
Run the whole journey, or jump straight to a screen. The screens below use the existing dashboard layout, responsive styling, and navigation.
Jump to an individual onboarding step
Jump to an individual tutorial step
Let’s set up your referral program.
Just two steps: confirm your program details, then choose your reward. Your program won’t go live until you launch it.
Program details
Confirm what customers will see when they join your referral program. You can update these details later.
This is the public name shown to referrers.
Please enter a referral program name.
People who receive a referral invitation will be directed here.
Please enter a valid website beginning with http:// or https://.
Choose your 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 programType an amount or drag the slider — they stay in sync.
Please select a reward amount greater than zero.
Your estimates
Projection onlyUsed to build the projection below. These aren't saved to your program.
Referral revenue minus rewards paid and your subscription.
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.
Select at least one payout method.
Your program will be active immediately and your signup link will be ready to share.
Secure your account.
Create a password so you can return to your Referral Direct dashboard anytime using your business email.
Search dashboard
Search individual referrals or referrers.