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