Referral Program
How It Works
The referral program allows clients to earn bonuses by inviting friends to join Crassula. The referrer (existing client) and the referral (new client) benefit by receiving a percentage of currency exchange fees as a reward. Referral codes are automatically generated, ensuring a seamless and efficient process.
Accessing Referral Codes:
Every client’s referral code is available in the Invite a friend tab, which can be found in the Settings menu of the Web Interface. The referral code is a constant value that equals the client’s Public ID.
Referrers can copy this code and share it with friends. There is no limit to the number of invitees.
Using the Referral Code:
When signing up, the referral enters the referrer’s code in the designated field during registration.
In exceptional cases, administrators can set a referrer for a client via the Admin Panel.
Earning Bonuses:
Both the referrer and referral receive bonuses as a percentage of the currency exchange fees paid by the referral.
Example: If the referral pays €10 as a currency exchange fee and the program specifies a 20% return for the referrer and referral, they will receive €2 each.
Benefits
For Referrers:
Earn bonuses for every transaction completed by referrals.
An unlimited number of invitees.
For Referrals:
Receive a percentage of their currency exchange fees as a reward.
Simple referral code entry during sign-up.
How to Set Up the Referral Program
Configure Price Lists:
Go to Price Lists and set the refund percentages for referrers and referrals in the Referral Program section. See Price Lists for additional details.
Enable Access Role:
Navigate to the Admin panel and enable the Client Referral Program access role for the client. See Access roles for additional details.
Contact our support team if you have any further questions or need assistance.