01 · Marketing & Customer Engagement

Referral Program Platform

A system for recording customer or partner referrals and checking any agreed reward eligibility.

A referral programme needs a traceable connection between an introduction and the event that qualifies under its rules. This platform helps programme staff manage that record. It is useful when referrals and rewards are followed through messages without a consistent eligibility or review process.

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02

What it manages

Records can hold referrers, invitations, referred contacts, qualifying events and reward status. Attribution should distinguish a genuine referral from duplicate or self-generated records. The platform tracks the programme's rules; it does not imply every introduction earns a payment.

03

How it works in a business

An authorised participant shares a referral reference. A new enquiry is linked to it and checked for eligibility. Once the agreed qualifying event occurs, staff approve the reward or record a reason for rejection, retaining the link to the source event.

04

What SFn can customise

SFn can configure programme rules, participant views and review stages. CRM, order or reward providers may connect where supported. Abuse checks, disclosure wording and tax or payment treatment require explicit decisions from the business before activation.

05

Related & next step

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