Quick Start Guide

Welcome to Recomly. This guide walks you through launching your first referral program — from creating a campaign to getting your first advocate link out the door. It should take about 10 minutes.

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Step 1: Create a campaign

A campaign is your referral program. It defines the rewards and gives you a place to manage your advocates and referrals.

1. Go to Campaigns in the left navigation
2. Click New campaign
3. Fill in:
   • Campaign name — something short you'll recognize (e.g. "Spring 2026" or "Refer a Friend")
   • Advocate reward — what your existing customer earns per successful referral (e.g. $25 or 10%)
   • Friend reward — the incentive you're offering the new customer (e.g. $20 off their first job)
   • Expiry date — optional; leave blank if you want the campaign to run indefinitely
4. Click Create campaign

Your campaign is live immediately.

Not sure what rewards to use? A common starting point for service businesses is a flat $25 for the advocate and a $20 discount for the friend. You can always edit these later — changes apply to future conversions only.

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Step 2: Invite your first advocate

An advocate is an existing customer you trust to refer friends. They get a personal referral link — when someone books through it, the referral is credited to them.

1. Open your new campaign and click the Advocates tab
2. Click Invite advocate
3. Enter the customer's name and at least one of:
   • Email address — Recomly will send them an invitation email with their link
   • Phone number — for customers you'll contact directly
4. Click Send invite

That's it. If an email address was provided, your customer receives a branded invitation explaining the program and containing their personal referral link and portal.

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Step 3: Your advocate shares their link

Once invited, your advocate has a personal referral link (e.g. recomly.com/ref/abc123xyz) they can share however they like — text, social media, word of mouth.

They can always access their advocate portal to:

• Copy their referral link
• Check their reward balance
• See pending and converted referrals

The portal requires no login — it's accessible via a private link sent in their invitation.

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Step 4: A friend submits via the link

When someone clicks the referral link, they land on a simple contact form branded with your business name. They enter their name and contact details and submit.

At that point:

• A new referral appears in the Referrals tab of your campaign
• Your advocate receives a notification that someone used their link
• You receive a lead to follow up on

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Step 5: Mark the referral as converted

When the referred friend books and pays, open the referral in Recomly and mark it Converted.

1. Go to your campaign → Referrals tab
2. Find the referral and click Convert
3. Confirm the conversion

Marking a referral converted:

• Locks in the reward amounts (snapshotted from the current campaign settings)
• Sends the advocate a reward notification email
• Sends the friend their reward (e.g. a discount code or confirmation)

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What's next?

Once your first referral program is running, you can:

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Need help? Reach out at support@recomly.com — we're happy to help you set up your first campaign.