Questions about Affiliate and Customer Referral Programs

Question 1: Guide to the Affiliate Customer Referral Feature on Getfly

The customer referral feature on Getfly CRM allows you to track information about individuals who refer new customers, including existing customers, employees, and collaborators. This feature supports managing referral sources and monitoring the number of customers acquired through different channels.

1. Customers referred by employees Each employee is assigned a unique referral (affiliate) code, which can be found in: Settings → User Management → Affiliate Code

There are two ways to record new customers referred by employees:

Method 1: Add a new customer manually via the Getfly interface On the "Create New Customer" screen, under the Referrer field, select User List.

You can then search for the employee’s name in the search bar. The system will automatically log this employee as the referring person.

Method 2: Use Getfly's Optinform Design a website or landing page within Getfly and embed the Optinform form.

When a customer fills in the form on a website or landing page that includes the employee's ID (affiliate code), the system will recognize that employee as the referrer.

Customer link format: WebsiteURL?utm_user=ID Here, ID is the employee’s unique ID in the Getfly system. (To obtain this ID: go to the advanced setup step in Optinform, select the employee as the referrer, and copy their ID to use in the referral link.)

Example: If your landing page is www.getfly.vn and the employee ID is 22, the referral link would be: www.getfly.vn?utm_user=22

1. Customers referred by other customers There are three methods to record referrals made by existing customers:

Method 1: Manually add a new customer Similar to employee referrals: On the "Create New Customer" screen → Referrer → Customer Data.

Search for the referring customer's name in the search box. The system will log them as the referrer.

Method 2: Referral via the C3S Customer Portal The referring customer logs into the company’s C3S portal: News Feed → Refer a Customer → Fill in the referred customer’s information.

Or go to: Referral → Refer a Customer

Method 3: Referral via Getfly’s Optinform Go to: Referral → Affiliate Links Here you'll find a list of referral links tied to active landing pages in the Getfly system.

These links already include the customer's affiliate code. When someone registers via Optinform using this link, the referrer will be automatically recognized.

Note: The landing pages must be created and set to Active within Getfly to be used for referrals.

1. Affiliate Report and Analytics To track and view reports on the number of referred customers, please refer to the Affiliate Reports section [link].