Add a referral code in your API call

1. If you are using Zendesk or a similar solution and need help with an updated payload, please reach out to us. You can see an example below:

   {
     "customer": {       "name": "Jane",       "email": "janecustomer@example.com",       "custom_id": "JANE83"  },
     "channel": "phone",
     ...
   }

Get the feature enabled

1. Contact your Client Success Manager to have this feature enabled.

Use the %extCustomerId% in marketing

1. A new tab will be made available on the Settings > Marketing page for Referral codes. When custom_id is provided, the settings from this tab will be used. When custom_id is not provided, it will fall back to the Default options.