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This feature allows your customers to sponsor other customers.
To do this, a new field is available when the salesperson creates a customer account from their extranet and mobile application, in direct sales or in meetings.
The "sponsor" field displays the list of customers belonging to the connected salesperson's customer base. Other customers will never be displayed.
Once the customer has been created, the "sponsor" role is assigned to the customer who referred him/her: you can then create loyalty rules to reward the customer who referred him/her when his/her "godchild" places his/her first order.
To do this, create a loyalty rule with the following conditions:
Gain from a direct sale AND/OR gain from a meeting sale (if both, create two rules)
Conditions: Number of new referrals with first order >= 1
Choix du gain : remember to create the voucher or discount to be won.
This gain is cumulative. If the customer sponsors 4 customers, he will benefit from 4 discounts for example.
You can also create a discount for the sponsored customer by adding a condition to the "Sponsored" role.
If you are interested in this feature, please contact your sales representative so that he/she can activate it for you.
To track the number of referrals administrator side :
Add number of referrals to dashboard
Addition of two columns in customer export: number of sponsored customers and name of sponsor
Customer file: number of sponsored customers and export of sponsored customers
Seller side :
On both:
