PLATFORM · CAPABILITY
Referrals and rewards
EveryonePlans can track referrals — who introduced whom — and grant a reward when the introduction turns into something, with a human review step before any reward is issued.
01THE PROBLEM
Why this is worth having
Word of mouth is how most small organizations grow, and almost none of them can say who sent them their last ten customers. Referral schemes usually fail on the accounting: nobody can prove the introduction, so nobody trusts the payout.
02HOW IT WORKS
The mechanism
- A referral is recorded at the point of introduction, so the claim is evidenced rather than remembered.
- A reward is granted against a rule, not by somebody deciding case by case.
- A review gate holds grants for a person to approve before anything is issued, which is what makes an automated scheme safe to run.
- It works for member-get-member, partner introductions and staff referrals with the same machinery.
02bWITHOUT SIGNING IN
What it looks like.
SC-referrals-and-rewards · TO BE SUPPLIEDSTILL · 16:9
Referrals and rewards — screenshot
REAL SCREEN CAPTURE, NOT GENERATED. The referral list with attributions, and the review queue with one grant awaiting approval. Capture at 1600x900 with believable seeded data — real-looking names, dates within the next two weeks, non-round money amounts — and blur anything identifying a real customer.
DROP AT
/art/screens/referrals-and-rewards.png03WORKED EXAMPLE
A member brings a member
- A member shares their link; the person who signs up is attributed to them.
- The referral qualifies once the new member has actually paid.
- The reward is queued for review rather than issued immediately.
- Somebody approves it, and it is granted with a record of who approved it and why.
04QUESTIONS
About referrals and rewards
Can I run a member-get-member scheme?
Yes — introductions are attributed at the point they happen and rewards are granted by rule, with a review step before anything is issued. That review gate is what makes an automated scheme safe to leave running.
05READ NEXT
Contacts and pipelineLeads, customers, organizations and the relationships between them — with the history kept against the record rather than in somebody’s inbox.Workflows and rulesWhen this happens, do that — enrolment, waiting, branching, human approval steps. Automation a person can read back a month later.Quotes, invoices and paymentsPriced work turned into a document, sent, paid and reconciled, against a double-entry ledger.
TRY IT
Reading about it only gets you so far.
Create an account and use it. It costs nothing to look, and you will learn more in twenty minutes of clicking than in any amount of this page.