46 lines
2.1 KiB
Plaintext
46 lines
2.1 KiB
Plaintext
---
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title: "Referral program: invite customers and earn credits"
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description: "Share your InsForge referral link to invite new customers, earn billing credits on their payments, and apply accumulated credits to future invoices."
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---
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Share your organization's referral link to invite new customers to InsForge. Referred customers receive a $5 credit at sign-up, and your organization earns referral credits after an eligible referral makes a successful payment.
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## How it works
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<Steps>
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<Step title="Open your Referral page">
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In the InsForge dashboard, select your organization and open its **Referral** page.
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</Step>
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<Step title="Copy or customize your referral link">
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Copy your organization's referral link, or customize its code before sharing it.
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</Step>
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<Step title="Invite a new customer">
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Share the link with someone who is new to InsForge. They must sign up through the valid link for the referral to be attributed.
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</Step>
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<Step title="Earn credits after their first payment">
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The referred customer receives their sign-up credit at sign-up. After the customer makes a successful paid subscription payment, your organization receives its referral rewards.
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</Step>
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</Steps>
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## Rewards
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| Who | Reward |
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| --- | --- |
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| Referred customer | $5 in credit at sign-up, automatically applied to their first paid invoice. |
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| Referring organization | $10 in credit after the referred customer's first successful payment. |
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| Referring organization | Credits equal to 20% of the referred customer's paid subscription invoices for 12 months from their first payment. |
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## Rules
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- The referral must be a new user who signs up through a valid referral link.
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- Self-referrals are not eligible.
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- The referring organization earns no $10 bonus or commission until the referred customer makes a successful payment.
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- Commission credits tied to refunded or disputed invoices can be reversed.
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## Use your credits
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Referral credits belong to the organization that earned them. They never expire, accumulate in the organization's **Billing & Credits** balance, and automatically apply to future invoices.
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