How to Create or Edit a Referral Reward in ReferralNow

Modified on Mon, Sep 14 at 8:08 PM

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ReferralNow · Rewards

How to Create or Edit a Referral Reward in ReferralNow

ReferralNow lets you build a catalogue of rewards that motivate your clients to refer new business. From the Rewards section you can create a brand-new reward or edit one you already have. Once saved, the reward becomes available for use in your referral campaigns.

Watch it in action

This interactive walkthrough plays on its own — sit back and watch, or use the arrows at the bottom to skip ahead or replay a step.

Steps to follow
1
Open ReferralNow

In the left-hand menu of your Invarosoft portal, click ReferralNow to open its options.

Left menu→ReferralNow
2
Open Rewards

Inside ReferralNow, click Rewards to see every incentive currently available to your referral program.

ReferralNow→Rewards
3
Create a new reward

Click Create Reward in the top-right corner to start building a reward from scratch.

4
Or edit an existing reward

Already have a reward you want to update? Click Edit next to it in the list instead of creating a new one.

5
Name the reward

In the Reward Name field, enter a clear name your clients will recognize — for example, “$50 Amazon Gift Card”.

6
Add a description

Use the Description field to explain exactly what clients will earn for a successful referral.

7
Choose the reward type

Under Reward Type, select Gift Card (MSP Selects), Gift Card (Client Selects), or Custom Reward, depending on how the reward will be delivered.

8
Enter the reward value

In the Reward field, specify the value or details of the reward — for example, the dollar amount of a gift card, or a short description of the custom benefit.

9
Save the reward

Click Save to add the reward to your catalogue.

Result
✓
Done. The reward is now saved and ready to be used when you set up your next referral campaign.
Invarosoft · ReferralNow documentation

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