Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
The branded referrer portal is a standalone page where referrers can join your program, get their unique referral link, and track their referrals. This article explains the experience from the referrer's perspective — how they find and use the portal.
For instructions on building and customising the portal, see How to create and use a branded referrer portal.
Sharing the portal URL with referrers
Every campaign has a portal URL. You can find it in the Promote section of your campaign under Branded Referrer Portal.
Share this URL with people you want to join your program — via email, your website, social media, or any other channel. You can also download a QR code for the portal from the portal builder.
How referrers sign up
When someone visits the portal URL for the first time, they will see a sign-up page (if you have enabled the Allow sign up option in the portal builder). They fill in the form fields you have configured — typically their name and email — and click the submit button.
Once they sign up, they are immediately taken to their dashboard where they can see and share their unique referral link.
How referrers log back in
Returning referrers go to the same portal URL and enter their email address on the login page. By default, no password is required — the portal identifies them by their email and takes them straight to their dashboard.
If you have enabled Secure Login in the portal settings, referrers will need to verify their identity through an additional step before accessing their dashboard.
What referrers see on their dashboard
Once logged in, referrers see a personalised dashboard that can include:
- Their unique referral link with a copy button.
- Social sharing buttons — share the link on social media with one click.
- Email sharing — send a pre-written referral message to friends via email.
- QR code — a scannable code linked to their referral link.
- Referral stats — how many people they have referred and the status of their referrals.
A referrer says they cannot find their link
If a referrer has lost their portal URL or referral link, you have a few options:
- Resend the portal link — share the portal URL again and ask them to log in with their email.
- Find them in the Referrers tab — go to your campaign's Referrers tab, search for their name or email, and you will see their unique referral link. You can copy it and send it to them directly.
- Check their Welcome Email — the Welcome Email sent when they joined includes their referral link. Ask them to search their inbox.