Application File Imports Release Notes Sync Web Services FAQ

Referrer Code

referrer code is a code that can be propagated by existing members to potential referrals, to be used upon enrollment.  This depends on the appropriate referrer options being selected on the Referrer Tracking Settings page.

Methods of retrieving a referral code involved:

  • Application - Referrer codes can be generated or viewed by a system user within the Clienteling Services page, Member Tracking - Referrer Details sublink.
  • Customer Web Portal - Via the appropriate web portal module type.
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