Each member has their own Portal to share, access their referrals/rewards, update their details, and learn more about your program. It’s the central hub of your program and the member’s experience.

Understanding each section and functionality of the Member Portal is essential to build highly engaging referral programs. Below is a short video on how to navigate the different options.

To edit and view each page of the Member Portal:

Note: Keep in mind on the top right corner of the screen you may toggle between desktop and mobile view to ensure design accuracy in multiple devices.

The Program Landing Page will show the dual login/register screen with three options to continue: Continue with Email, Continue with Google or, Continue with Facebook

Once the member selects the option that works best for them to refer their friends to your Referral Program, they will be able to access the Member Portal and start their journey.

Note: This is a public page, meaning that anyone with the link to your program will be able to access it.

The Terms & Conditions section is the primary place where you can include all of the FAQs your Members may have. By default, a “Not to be combined with any other offer.” condition will be present, but you may change it to better fit your Referral Program Objectives.

To edit this page simply click on the Edit Page, Edit Text, or Brand Settings (page, pencil, and gear icon located on the top left navigation bar)

Note: This is a public page, meaning that anyone with the link to your program will be able to access it.

The Dashboard Page is the primary page that members interact with after signing up. On the dashboard, members gain visibility around their referral program, sharing options, and high-level statistics on their referral program.

Keep in mind that everything on this page should match your brand experience. That means having the right logo and editing the email to match your brand guidelines can have a significant impact helping people promote your program.

To edit this page simply click on the Edit Page, Edit Text, or Brand Settings (page, pencil, and gear icon located on the top left navigation bar)

The Referrals Tab keeps your members up-to-date on their referrals and their journey in your sales process. In this section all of the referrals are logged, details are provided, and members can easily track their progress enrolling people into the program.

Members can easily toggle between the card view and list view to visualize their progress.

To edit this page simply click on the Select Edit Page, Edit Text, or Brand Settings (page, pencil, and gear icon located on the top left navigation bar)

The Rewards Tab on the Member Portal is the section where members can track their rewards and whether or not they have been fulfilled.

Members may also toggle between the card view and the list view for the rewards section.

To edit this page simply click on the Edit Page, Edit Text, or Brand Settings (page, pencil, and gear icon located on the top left navigation bar)

The Account Tab allows members to easily adjust their profile after they have registered. This includes name, phone, and date of birth.

To edit this page simply click on the Edit Page, Edit Text, or Brand Settings (page, pencil, and gear icon located on the top left navigation bar)

Editing the language and branding is also essential to ensure a seamless experience in the Member Portal.

As we have mentioned already, clicking on the Brand Settings button (gear icon) on the top left corner of the program or here is the easiest way to do it. Following the instructions on the pop-up window, you may personalize the member dashboard to fit your brand guidelines and edit the images and text for the portal's main pages.

Note: The ideal image size for the Desktop Header is 400 x 70 pixels and 200 x 70 pixels for the Mobile Header. (If no headers are specified in either Desktop or Mobile, your Standard Header will be displayed).

You may also change the Language and Text options on your Referral Program depending on your objectives.

To do so, click on the Edit Text option (pencil icon) on the top left corner or click here. On this pop-up you may customize all of the labels for the member portal to better match your brand experience.

Note: Keep in mind that the Program Landing Page and the Terms & Conditions pages can be accessed by anyone with the URL. All other pages are only accessible after registering or logging in to your referral program.

Once members sign up for your Referral Program, they will be able to access the dashboard with all referral program information, sharing options, and high-level performance statistics you previously customized to match your Referral Program objectives.

To have a clear perspective of what the Portal Member Experience looks like, please visit the Member Promotion section in our Testing & Troubleshooting entry for more information.

Note: Keep in mind that given that New Members just signed up for your program both the My Referrals and My Rewards sections will show the Zero State option to facilitate sharing.