Referrals

How Lead360 helps

Lead360 Referrals connects a referring customer, a new customer action, and the reward or recognition earned when verified conditions are met. A governed flow helps businesses encourage introductions without losing attribution or granting value for incomplete or duplicated events.

When to use this area

Use Referrals for a customer program that needs trackable referral links or codes, qualification rules, and a defined reward outcome.

Before you begin

• Define who can refer, what counts as a qualified referral, and when value is granted.
• Set duplicate, self-referral, cancellation, and abuse rules.
• Prepare clear customer terms and privacy language.

Configure the program

1. Write how the program works and what qualifies as a successful referral.
2. Set the exact credit amount and describe what both people receive.
3. State where credits can be used, plus any limits, expiration, or exclusions.
4. Test the generated referral path from share through verified account creation and credit.

Ask360 on this page

Ask360 can explain the referral flow and help draft clear program wording and a test plan. Attribution, referral ownership, and rewards are protected; the help flow cannot change settings or balances.

Confirm the result

A completed Referrals workflow should be visible in the product area that owns the final record. Use these checks before relying on the result or moving to the next customer-facing step.

• Test link or code attribution through the qualifying event.
• Confirm both customer records and the referral status.
• Verify reward issuance, reversal, and reporting with controlled data.

Troubleshooting

A referral was not attributed

Check the link or code, identity match, attribution window, qualifying event, and duplicate or self-referral rules.

A reward was issued too early

Review the qualification trigger and delay value until the required booking, purchase, or approval is final.