Set up custom referral codes

  1. 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",
  ...
}

  2. Get the feature enabled

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

  3. 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.

      example of social sharing settings