The Buyer Referral Commission feature allows your partners to refer Buyers to the platform and earn a commission based on the Admin's earnings from each lead purchased.
How to Create a User with a Referral Agent Role
The Referral Commission Report
How to Enable the Feature
To enable the Buyer Referral Commission earnings, go to the System Management > Project Settings section, select the “LMS & Call Logic” tab, and then the “Buyer settings” subtab.
In the “Registration Process” block, switch on the “Enable Referral” toggle.
How to Create a User with a Referral Agent Role
To create a new user, go to the System Users > Employees section and click the “Create New User” button.
In the “Create User” pop-up window, fill in the following fields:
- Email: Enter the email address of the new user. This will be the username for their login.
- Nickname: Enter the nickname for the new user.
- Groups: Select the “Referral Agent” group.
- Status: Select the status of the new user (Active, Disabled).
- New password: Enter the password for the new user. Please be sure to write this down as you will need to provide it to your user.
- Repeat password: Re-enter the password for the new user.
- First name: Enter the first name of the new user.
- Last name: Enter the last name of the new user.
Click the “Add” button to confirm.
Refresh the “Employees” page, select the newly created user, and click the “View” button in the “Actions” column.
In the “Main” tab, the “Referral Link” field displays the generated link that Referral Agents can share with their Buyers for registration.
After a new Buyer is registered and approved, the corresponding Referral Agent will be automatically assigned and displayed in the “Referral” field on the Buyer Setup page.
The Referral Commission Report
The Referral Commission Report allows you to track Referral Agents' earnings for each Buyer during the specified period. Note: Any changes made to the Referral Agent’s configuration will take effect starting the following day. Today’s settings and conditions will remain as previously applied.
To access, go to the All Reports > Buyer Reports > Performance Summary section and select the “Referral Commission” tab.
You can narrow down the search results by using the following filters:
- Date: Select the preferable date range.
- Buyer: Select the Buyer.
- Referral: Select the Referral Agent.
The report contains the following information:
- Buyer: The name of the Buyer.
- Referral: The name of the Referral Agent.
- ADM: The Admin earnings total.
- BREF: The Referral Agent earnings.
- ADM - BREF: The Admin earnings after the Referral Commission deduction.
Read more about the Buyer Performance Summary in this Knowledge Base article.