Use referral codes to customize marketing messages.

Custom referral codes can enhance your organization's marketing messages in Agent Connect surveys by adding the ability to track the referral source of visits to your marketing assets. To enable and configure referral codes, follow the steps below:

1. Contact the Agent Connect team to enable the feature.

2. Add a custom_id field to your API requests and assign custom referral codes to that field for individual customers.

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

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

3. Use the %extCustomerId% variable in marketing fields.

   A new tab will be made available on the Marketing page for referral codes. When a 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.