What is a referral system?
A referral system is an effective way to attract new clients through recommendations from your existing audience.
Participants receive rewards (points, discounts, or bonus content) for inviting new followers or clients to your Instagram account, Telegram channel and Telegram bot.
How the referral code system works
Each user receives a unique referral code. They share this code with friends.
The invited user must enter this code in a dedicated automation.
Once the system verifies the code, the invited user becomes the referral of the person who shared the code.
A referral code is generated once per user and remains permanently attached to them.
How to issue a referral code
Use the system variable: {{ referralCode }} to display the user's referral code.
For Instagram automations: Insert this variable into a Text + Quick Reply message so users can easily copy the code and forward it to a friend.
How to validate a referral code and award points
The friend who received the code must send a message with a trigger that launches the referral code validation automation.
Once launched, the automation will ask them to enter the referral code. After the system checks and approves the code, the user becomes a referral.
To validate the code: Use the Collect client data action with the parameter Referral code. This ensures the system recognizes and validates the entered code correctly.
For convenience, we recommend using the ready-made template Referral code. (Contains pre-configured blocks for code entry, validation, and awarding points).
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