Skip to main content
Your Referral Program FAQ

The top questions we get regarding the Referral Program!

Paulo avatar
Written by Paulo
Updated over 6 months ago
  • Promoting Your Referral Program

Happy customers are any business's secret weapon.  With the right rewards and communications, you will be able to turn any happy customer into a Referring Machine! 

And we are here to help with that! Here's some more info on what we offer to help promote your referral program.

Email Campaigns

You have the option to upload your contacts in your Dashboard via LocalContacts, where you can then register them as Advocates. With this method, they will get our Standard Email.  

OR 

You can use custom emails. We can design an email template specifically for your business, and send it to your contacts. Reach out to your Marketing Specialist if you'd like to use custom email messaging!

  • Can I setup Terms and Conditions for my LocalReferrals program?

Yes, we understand that you may want to include special terms & conditions for your LocalReferrals Program. To setup your T&C’s, please speak to success@onelocal.com and they will help configure this for you.

  • When a Customer signs up for my Referral program can I ask them to include their Phone number?

Yes, we understand that some Partners would like to receive the Friend’s phone number when they register for the Referral Program. If you would like to enable the phone number field, please contact success@onelocal.com.

  • How can I add a contact as a LocalReferrals Advocate?

  1. Navigate to the LocalContacts tab from the Navigation Bar

  2. Click into a specific Contact by clicking their Name

  3. Click "Actions" in the top right corner and select "Add as LocalReferrals Advocate"

  4. A modal will appear with the Contact's email address populated, click "Save"

  • When I receive a Referral should I contact the Customer?

Whether you should contact a Referral directly or wait for them to contact you is a matter of personal preference. Some Partners prefer to contact the Friend immediately, others wait and send an email, and a third option is to wait until the Friend contacts you! We recommend trying different methods and seeing what works best for you!

  • When does the Advocate receive a reward for referring someone?

Advocates automatically receive their Reward by email 3 days after the Friend’s Service Date that was entered when the Referral was confirmed.

  • How do I stop current Customers from receiving Friend Incentive Gifts?

LocalReferrals platform uses a smart system to prevent anyone has already registered as an advocate, received a friend reward or purchased from your WebBooker or OneLocal Marketplace from receiving Friend Incentive Gifts. However, if you feel like a current Customer has been referred as a Friend, simply cancel the Referral and they or the Advocate will not receive the incentive or reward.

  • Can I prevent a Customer from receiving a Referral incentive?

Yes, before any Advocate or Friend receives their Referral gift or reward, you are required to confirm the Referral. If an Advocate has violated the terms of the Referral you have the ability to Cancel the Referral.

  • Now that a Friend has purchased, should I invite them to join LocalReferrals?

LocalReferrals automatically invites Friends who have purchased from you to join LocalReferrals 3 days after their service date. So don’t worry we’ll help your Referral Program grow organically!

  • How do I stop Customers from referring themselves?

LocalReferrals platform uses a smart system to prevent anyone any e-mail address that already registered as an advocate from receiving a friend reward. However, if you feel like a current Customer has been referred as a Friend, simply cancel the Referral and they or the Advocate will not receive the incentive or reward.

Still have questions? No worries! You can reach out to our support team via the blue chat bubble on the right hand side, or ask your Account Manager!

Did this answer your question?