A: Hi Jos,

Great questions! I can provide some general advice here, but since your questions are so specific to your business it would be best to reach out to our email support.

Prefinery can help you run a referral program, but is not the best tool for affiliate programs. Since it is not entirely clear to me which type of program you want to run, it would be best to first read about the differences here: https://help.prefinery.com/article/162-is-prefinery-affiliate-software

Assuming the answer to the above is that you want to run a referral program, you will want to create a new project in Prefinery. In your client dashboard, you can install the Prefinery signup form, which allows the client to sign up for your referral program. You can find more information about installing Prefinery here: https://help.prefinery.com/article/135-installing-prefinery . Once they sign up, they will get a unique referral link which they can share with their clients.

The above is an important step to track shares and referrals (and consequently rewards as they're based on referrals) once they start coming in (e.g. agency starts inviting their client to register). More on how the agency gets their referral link below.

Next, you'll then want to provide your users/clients a way to access their referral stats through their dashboard. This can easily be done by embedding the Prefinery referral status page there: https://help.prefinery.com/article/17-embed-the-viral-referral-page-on-my-site - This embedded page would show information like the user's referral link and share buttons, how many referrals they've made so far, etc.

Then, you'll want to create a reward: https://help.prefinery.com/article/71-what-triggers-a-reward - Prefinery rewards are triggered once the number of referrals required by the reward is reached by the user. Every time that happens, Prefinery outputs an event webhook you can listen to so you'll know if and when a user has earned a reward, and deliver it to them: https://help.prefinery.com/article/72-how-to-deliver-rewards

Lastly, there are other customization options you can do to your project, especially with your email messages, as described here: https://help.prefinery.com/article/134-customizing-your-project

With all of the above in place, you can then jumpstart your campaign by either importing your existing users (https://help.prefinery.com/article/87-import-email-list-into-prefinery) or by using our instant signup link feature so you can create a "click to join" link on an email that you send to them or somewhere on their dashboard (https://help.prefinery.com/article/86-how-to-use-instant-signup-links).

If you have specific questions on the above, then please contact us over email so that we can get you the best answer possible.

Best regards,
Justin