Marketing

How to run a referral program

4 min read·Beginner

A referral program rewards your existing customers for sending new business your way. Referral Hub lets you set up an offer, share links and track referrals so your happiest customers become your best marketers. Here is how to run one.

  1. Open Referral Hub

    From the CRMit menu, open Referral Hub to set up and manage your referral program.

  2. Set up your referral offer

    Decide what customers get for a successful referral and set it up as your offer. This is the reward that gives people a reason to spread the word.

  3. Share referral links with customers

    Share referral links with your customers so they can pass them on to friends and contacts. The link is what ties a new customer back to the person who referred them.

  4. Track referrals as they come in

    Keep an eye on referrals as they arrive, so you can see who is sending business your way and how the program is performing.

  5. Reward successful referrals

    When a referral turns into new business, reward the customer who made it. Following through keeps people referring again and again.

Tip: Make the reward worth sharing. If the offer feels generous, your customers will be far more likely to tell people about you.

What's next

Combine referrals with reviews to build your reputation, and turn referred customers into loyal, repeat buyers.

Want a hand getting set up?

Book a quick demo and we will walk you through setting up a referral program that grows your customer base.