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Guides

Answer a referral reward question

Referral questions are happy ones: the customer helped you grow. A quick check and a clear answer protects the goodwill that made them refer.

Last reviewed

Thank them for referring

Start with thanks, since they brought you a customer.

Check the record

Look for the referred person, the date and whether the referral conditions were met.

Explain the rule in plain words

Say what has to happen first, such as the friend's first payment, and how long the reward takes.

Fix a miss right away

If the referral was not credited, apply the reward and say when it will show.

Say no kindly when it does not qualify

Explain which condition was not met and offer a small goodwill gesture if it makes sense.

Make the rules easy to find

Link a short referral page so the next customer can check themselves.

Questions

What if the friend used a different email?

Ask for both addresses and match them if you can. Credit it if the facts are clear.

How long should rewards take?

State the delay in your rules and keep to it.

Can the AI answer this?

It can explain the rules from your page. Account checks go to a person.

Written by Flatdesk, a help desk for small support teams at one flat price per agent. Try it free for 14 days, no card.