Client Referrals
Learn how to use partner links, refer clients and review referral activity.
8 articles
- Understanding Partner CodesUnderstand how Partner codes affect referral association, registration validation and campaign tracking, including code creation limits and formatting rules.
- Using Partner Links EffectivelyLearn how to find and share your Partner link, how referrals are attributed, and where to review referral and commission records.
- Understanding One-Link Partner LinksLearn how one-link Partner links route clients to regional websites and how to customize web or mobile links by destination, language, platform and Partner code.
- Customizing Partner Codes and LinksReview how to customize Partner codes and web or mobile links for campaign destinations, languages, platforms and account types, including availability requirements and market limitations.
- Marketing Banners for PartnersFollow the Partner Portal steps to filter, customize and place marketing banners, and understand when HTML code is required for tracked Partner-link clicks.
- Self-Referral PolicyReview which uses of Partner links constitute prohibited self-referral and the potential payment or account consequences under the Partner Programme terms.
- Why might a Partner promotion link not track a referral?Review common reasons a Partner promotion link may not track a referral, steps that can reduce tracking problems, and records to check in the Partner Portal.
- Understanding the Difference Between Total and Active ReferralsCompare lifetime referrals with qualification metrics based on recent trading activity, and understand how the distinction affects Partner progression and referral monitoring.