Advocates

What is an advocate?

An advocate is an existing customer you trust to refer new business. Each advocate is enrolled in a specific campaign and gets a unique personal referral link. When a friend submits via that link, the referral is credited to that advocate.

Advocates have no Recomly account — they interact with the platform through a portal link delivered by email, SMS, or both.

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Inviting an advocate

1. Open a campaign and click the Advocates tab
2. Click Invite advocate
3. Enter the customer's name, and at least one of email address or phone number
4. Click Send invite

Recomly sends the advocate a personalized invitation containing their referral link and a link to their personal portal. The delivery channel depends on what contact information you provided and your plan:

• Email — sent if an email address is on record (all plans)
• SMS — sent if a phone number is on record and SMS is included in your plan (Pro and above)
• Both — sent on both channels if both fields are on record and SMS is enabled

Phone-only advocates

If you only have a phone number for a customer and SMS is included in your plan, Recomly will send SMS notifications to that number. If SMS is not part of your plan, no invitation or notifications are sent — you are responsible for sharing their referral link and portal URL directly until an email address is added to their record.

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What advocates receive

The channel used for each notification depends on the advocate's contact record and your plan. Email is always available; SMS requires a phone number on record and is only included on Pro and above.

Invitation — explains the program, shows the campaign reward, and includes their personal referral link and portal URL. Sent when you click "Invite advocate".

Activity notification — sent each time a friend uses their referral link. Lets the advocate know someone is interested without revealing the friend's details.

Reward notification — sent when a referral is marked converted. Confirms the reward earned on that conversion and shows their updated credit balance.

For full details on how delivery channels are determined and how notification preferences work, see Notifications & Communication.

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The advocate portal

Every advocate has a personal portal URL (e.g. recomly.com/portal/<token>) accessible without a password. The portal shows:

• Their unique referral link with a one-click copy button
• Their total credit balance
• The reward they earn per successful referral
• A history of all their referrals with statuses (pending, converted, expired)

The portal token is long-lived and does not expire unless the business owner revokes the advocate's enrollment.

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Advocate quotas

Your plan limits the total number of advocates across all campaigns (not per campaign). The advocate count on the Advocates tab shows your usage against this limit.

When you reach the limit, the Invite advocate button is disabled until you upgrade or an existing advocate is removed.

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Removing an advocate

Open the Advocates tab, find the advocate, and click the delete icon. Removing an advocate:

• Deactivates their referral link immediately (new friend submissions are rejected)
• Preserves their existing referral and conversion history
• Frees up one slot toward your advocate quota

Removal cannot be undone. To re-enroll the same customer, invite them again — they will receive a new referral link and portal token.

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Friends who become advocates

When you mark a referral as converted, Recomly automatically enrolls the friend as an advocate in the same campaign. They receive:

• Their own unique referral link
• Their own portal with a balance reflecting any friend reward from the conversion
• The same reward structure as other advocates in the campaign

From that point on, the friend can refer new people themselves — their earned bookings will accumulate in their credit balance just like any other advocate.

If the friend is already an advocate in your org (matched by their email address or phone number), Recomly reuses their existing record rather than creating a duplicate. Their referral link and portal remain the same; no second invitation is sent.

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An advocate refers themselves

An advocate can share their link with anyone, including by posting it publicly. Friends submit their contact info through the link — the advocate does not need to be involved in the submission itself.

If you want to prevent public sharing (for private programs), ask advocates not to post the link publicly and use an expiry date to limit the window.