Referral offer claim options

Referral offer claim options:

  • Require phone number to claim referral offer: Toggle this option on to require the referred friend to enter their phone number when claiming the referral offer. This can help businesses collect contact information for future marketing or communication purposes.

  • Display marketing opt-in alert: Toggle this option on to display a message to the referred friend indicating that "You agree to received marketing messages from [your business name]." Please note that this language is not customizable and we do not store what language was agreed to. In addition, there is no opt in checkbox. To have an opt in checkbox, customize the terms and track what was agreed to, please use our Agreements functionality.

  • Find nearest location: Toggle this option on to allow referred friends to use their GPS to find the nearest locations of your business when claiming the referral offer. This convenience feature can enhance the user experience and encourage referrals to visit your physical locations.

Accessing referral offer claim options

To access the referral offer claim options, follow these steps:

  1. From the Dashboard, navigate to "Settings" in the left navigation. On the subsequent page, click on "Advanced" on the left side of the page.

  2. Under the heading "Referral offer claim options," you'll find the customization options for referral offers.

Instructions for customization:

  1. Navigate to the "Referral offer claim options" section under "Advanced" settings.

  2. Toggle the desired options on or off based on your preferences.

  3. Save your changes to apply the updated referral offer claim settings.

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