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Referral Program Types

Applies to: Administrators, Sales Managers

Referral Types define the commission rules and structure for your affiliate or referral programs.

Viewing Referral Types​

  1. Navigate to Referrals > Referral Types.
  2. You will see a list of existing programs.

Referral types

Creating a New Referral Type​

  1. Fill in Basic Information:

    • Name: Enter the referral type name in the text field
    • Description: Add detailed information about this referral type

  2. Configure Referral Settings:

    • Currency: Click "Select Currency" dropdown to choose the currency
    • ExecutionType: Click "Select ExecutionType" dropdown to choose execution method
    • Is Enabled: Use dropdown to select Enable or Disable status
    • Schedule: Click "Select Schedule" dropdown to set the payout schedule

  3. Set Commission Amount:

    • Standard Amount Per Lot: Enter the commission amount per lot (numeric value)

  4. Save Your Changes: Click "Submit" to create the referral type or "Cancel" to discard changes

Best Practices​

  • Complete All Fields: Ensure all required dropdowns are selected before submitting
  • Clear Descriptions: Use the Description field to explain the referral type purpose
  • Enable Status: Set "Is Enabled" to Enable when ready to activate the referral type
  • Amount Verification: Double-check the Standard Amount Per Lot value before submitting