Referral codes are a powerful tool for promoting your pickup and delivery business, encouraging customers to refer your service to friends and family. Here’s how to activate and manage referral codes in CleanCloud:
How to Activate Referral Codes
Go to Settings → Admin → Discounts & Promos → Invite / Referral Codes.
Under Allow Customers Referrals, choose between:
One-time Discount or Credit: Set the amount for both the existing and new customers.
Percentage of Sales: Offer a percentage of the new customer’s sales as credit to the existing customer. This credit can be claimed through the app.
Press Submit to activate the referral codes.
🔍 Track your referral codes and invitations by clicking the View Referral Activity button. This feature helps you monitor the success of your referral program.
How Customers Share Referral Codes
Once enabled, customers will see an Invite tab and a Get Free Credits! banner in the web booking tool and the customer app.
Here, they can view referral benefits and share their code with friends via social media using the Invite Friends button.
Applying the Referral Code
Via the App
New customers can enter their referral code in the Invite/Promo Code field during signup. The credit will be automatically applied to the new customer’s account, and the existing customer will receive their credit once the new customer places an order.
Via the POS
When creating a new customer account in the POS, you can manually enter a referral code in the Referral Code field on the customer page. Submit the form to apply the code to the customer's account.
Troubleshooting
If the referral code is applied when creating a new customer online through the app or web booking tool, it will only be applied to existing customers once the invited customer places an order online (not via the POS).
If the referral code is applied directly in the POS when staff add a new customer, it will be automatically applied to both existing and new customers instantly, without needing an order.
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