Referrals | Loyalty Docs | freecustomer.in

Referral programs end to end: referrers and codes, capturing referees by channel, milestones and rewards, approvals and fraud review, public forms

Referrers, referees, programs and milestones — the referral lifecycle from a shared code to points on both sides

Creating a referral program, its lifecycle, every program setting, and the milestone journey that turns events into rewards

Enrolling a customer as a referrer, the code they share, code formats, look-ups and revoking

How a referred lead comes in — capture channels, capture fields, what a capture carries, per-channel approval, conflicts, and consent

The day-to-day screens — the leads list and Add lead, the review queue, analytics, the referrer leaderboard and a member's referral profile

The review queue — conflicts, fraud signals, attribution and milestone approvals — the decisions a reviewer can make, and the fraud rules behind it

The business events that move a referee along, how stage rewards are computed, held, released and reversed, and firing a stage by hand

Where each referral setting lives — the capture channel list, program-level behaviour, fraud rules, and the tenant-wide defaults set over the API

Letting referees sign themselves up from a web form — what the form sends, how it is authenticated, and one channel per form