Referral system

Hello! First you need to set up a business process that will be created after registration in the personal account. Here is the setting https://prnt.sc/wf79e3 Next, you need clients to register in the personal account using a referral link, here it is https://your_domain_crm/client/registration/?refexternal=[user_code1c] There is a variable in the link - [user_code1c] - this is the external ID of the user whose link it is (the one who invites). Or you can manually write down the value for new contacts in the "Recommended" field; it serves as a link in the referral system. In the business process that you created earlier, you need to set the action "Add bonuses" At the bottom of the action there is a setting for calculating bonuses by levels (MLM system) https://prnt.sc/wf7c2x That is, if a chain of invited clients has lined up, they can all be credited with bonuses in the amount or%. In the personal account, you need to display the history of accrual of bonuses and it will be visible from whom you received bonuses.

[quote] Luts Bogdan Alexandrovich Employee wrote: https://your_domain_crm/client/registration/?refexternal=[user_code1c] [/quote] Bogdan, hello. And if the client has previously registered in the personal account, then I can manually start the whole process for earning bonuses for the new one?

[quote] Luts Bogdan Alexandrovich Employee wrote: Next, you need clients to register in the personal account using a referral link, here it is https://your_domain_crm/client/registration/?refexternal=[user_code1c] [/quote] How can an Affiliate in his personal account generate power himself and send it to his referrals?

[quote] Luts Bogdan Alexandrovich Employee wrote: In the business process that you created earlier, you need to set the action "Add bonuses" At the bottom of the action there is a setting for calculating bonuses by levels (MLM system) https://prnt.sc/wf7c2x That is, if a chain of invited clients has lined up, they can all be credited with bonuses in the amount or%. In the personal account, you need to display the history of accrual of bonuses and it will be visible from whom you received bonuses. [/quote] And tell me, how can you fix this PSU with your hands without the help of an integrator? The main reason is how the product is created for the payment of referrals, how to enter the required fields in the personal account.

[quote] Yanina Iurchuk wrote: Bogdan, hello. And if the client has previously registered in the personal account, then I can manually start the whole process for earning bonuses for the new one? [/quote] Yes, you can fill in the field manually on the recommendation of customers [quote] Yanina Iurchuk wrote: How can an Affiliate in his personal account generate power himself and send it to his referrals? [/quote] You can set an automatic action for contacts when saving or creating so that this link is formed and recorded in an additional field. The client itself in the personal account without settings will not be able to generate a link. Only manually create, provided that you display all the data to him. [quote] Yanina Iurchuk wrote: And tell me, how can you fix this PSU with your hands without the help of an integrator? The main reason is how the product is created for the payment of referrals, how to enter the required fields in the personal account. [/quote] Yes, you can make the simplest process into 2 stages and spread all the actions on them. You don’t need to create a product, you will accrue bonuses to the client. In fact, you do not need to display this process in Lk, since you just want to accrue bonuses to customers after registration.

[quote] Luts Bogdan Alexandrovich Employee wrote: [quote] Yanina Iurchuk wrote: Bogdan, hello. And if the client has previously registered in the personal account, then I can manually start the whole process for earning bonuses for the new one? [/quote] Yes, you can fill in the field manually on the recommendation of customers I'm not talking about the field in the contact card, but about launching the process of earning referrals. [/quote] You can set an automatic action for contacts when saving or creating so that this link is formed and recorded in an additional field. The client itself in the personal account without settings will not be able to generate a link. Only manually create, provided that you display all the data to him. Dyakuyu. [/quote] Yes, you can make the simplest process into 2 stages and spread all the actions on them. You don’t need to create a product, you will accrue bonuses to the client. In fact, you do not need to display this process in Lk, since you just want to accrue bonuses to customers after registration. [/quote] Mіy ask yourself for the payment of referrals and schob affiliat instantly bachiti in your personal account in the form of a referral I care for the products, because as a result of the automation "Recalculation and payment of referrals", then in such a way the process is created and in a new product. Ale, there is no possibility of raising the rate, not %. And according to your version, a process is being created, bonuses are visible in the new one, but if someone stinks come - there is no possibility of bachiti.

[quote] Yanina Iurchuk wrote: I'm not talking about the field in the contact card, but about launching the process of earning referrals. [/quote] Well, for already created contacts, you need to set up connections who invited whom. The accrual will work in any case, but if the chain of invitations is not specified, only the current contact will be charged. [quote] Yanina Iurchuk wrote: Mіy ask yourself for the payment of referrals and schob affiliat instantly bachiti in your personal account in the form of a referral I care for the products, because as a result of the automation "Recalculation and payment of referrals", then in such a way the process is created and in a new product. Ale, there is no possibility of raising the rate, not %. And according to your version, a process is being created, bonuses are visible in the new one, but if someone stinks come - there is no possibility of bachiti. [/quote] When you set up an action to pay bonuses along the referral chain, you will see from whom the bonuses were received and how much, something like this https://prnt.sc/wfw1yy

[quote] Luts Bogdan Alexandrovich Employee wrote: When you set up an action to pay bonuses along the referral chain, you will see from whom the bonuses were received and how much, something like this https://prnt.sc/wfw1yy [/quote] The fee is paid less for the requested referral. How to get paid on the referral's skin?

[quote] Yanina Iurchuk wrote: The fee is paid less for the requested referral. How to get paid on the referral's skin? [/quote] No, you can put an action at any stage of any business process. And at the transition to this stage, accrue bonuses.

[quote] Luts Bogdan Alexandrovich Employee wrote: https://your_domain_crm/client/registration/?refexternal=[user_code1c] There is a variable in the link - [user_code1c] - this is the external ID of the user whose link it is (the one who invites). [/quote] Where do you get the external user ID?

[quote] Luts Bogdan Alexandrovich Employee wrote: [quote] Yanina Iurchuk wrote: Where do you get the external user ID? [/quote] There is a field in the contact card. By default, it is empty, you can either fill it in manually or in the system settings - otherwise enable auto-generation by template [/quote] Dyakuyu