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How Does the Chexy Referral Program Work?

Updated over a week ago

Chexy’s referral program is a simple and rewarding way to earn Referral Rewards and save on processing fees by inviting friends and family to join the platform. Here's how it works:

Step 1: Share Your Unique Referral Link

After signing up for Chexy, you can access your unique shareable referral link by navigating to Referrals > Invite Link on your User Dashboard. Share this link with your friends, family, and anyone you think could benefit from Chexy’s services. To ensure your referral is tracked correctly, make sure that your referee uses your referral link during signup and completes the onboarding process fully.

Step 2: Activate Their Chexy Account & Complete Their First Payment

Once someone clicks on your referral invite link, they’ll be directed to Chexy to sign up. After they activate their Chexy account and complete their first payment, both you and the person you referred will receive $15 in Referral Rewards. It’s that simple! Please note that if the referred account is deleted or the payment is unsuccessful, the bonus will not be awarded. Ensure all information is correctly entered during the sign-up and payment process to avoid delays or issues.

Step 3: Unlock Referral Status & Save on Fees

Each time you refer a new person and they complete their first payment, you’ll progress toward unlocking higher referral statuses. These statuses help you save more on Chexy’s processing fees when paying bills and managing payments. The more referrals you make, the more you can save!

  • No status (<3 referrals): 1.75% processing fee, no discount

  • Pink Status (3 referrals): 1.50% processing fee for the rest of the calendar year

  • Gold Status (5 referrals): 1.00% processing fee for the rest of the calendar year

  • Elite Status (10 referrals): 0.50% processing fee for the rest of the calendar year

Key Benefits:

  • Earn Referral Rewards: You'll receive $15 each time someone you refer activates their account using your link and completes their first payment.

  • Save on Fees: Unlock new referral statuses to reduce your Chexy processing fees.

  • Easy to Share: Simply send your referral link to friends and family.

How to Claim Your Referral Bonus

Once the eligibility conditions are met, follow these steps to view and redeem your bonus:

  1. Log in to your Chexy account.

  2. Navigate to the "Referrals" section, typically on the left-hand panel.

  3. Your rewards balance will be displayed on the right side of the screen.

  4. To redeem your bonus, go to the rewards page and click the 'Redeem' button under your balance amount.

  • Monitor Your Progress: Regularly check the “Referrals” section to see your rewards balance and referral progress.

  • Confirm Referral Payments: Always verify the payment status of your referees to guarantee they meet the eligibility requirements.

Troubleshooting

Bonus Missing After Completing a Payment:

  • Check back later as system updates may take some time to reflect your rewards.

  • Ensure both you and your referee have completed at least one payment.

Referral Bonus Denied Due to Deleted Accounts:

  • If the referred person's account is deleted before a payment is completed, the bonus will not be granted.

Ensuring Your Referral is Tracked:

  • Verify that the referee uses your unique referral link correctly during sign-up.

  • Complete the onboarding process and your first payment promptly.

So, start referring today and enjoy the benefits of Chexy’s referral program!

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