Referrer
The referrer is the person who recommends a brand or service within a programme. Their action can take the form of a link, a code, or another validated action. Their eligibility and rights depend on the programme rules, without granting them access to all of the referred person's information.
A concrete example
A customer recommends the offer to their network and tracks the progress of their referrals in their account. Their benefit becomes available after the application is approved.
A point to consider
The offer must specify what depends on the referrer and what depends on the referred person. Do not announce a reward earned before approval.
Give referrers useful information while protecting privacy
Build its tracking table around simple statuses and an understandable next step. A referral can be received, pending validation, or rewarded without revealing the contract, detailed purchases, or the referred customer's personal reasons. Provide a dispute channel and a response consistent with the programme's terms and conditions, especially when a conversion occurs after a campaign has closed.
Questions to ask your team
- Does the tracking explain the delay without exposing the referred customer?
- Does the referrer know how to request a review?


