The referral network

A happy customer knows others like them. The referral network turns those recommendations into sales you can measure and reward. Your agent records, over WhatsApp, who each customer recommends to you. You decide how much each person earns when the recommended person leaves their deposit. And on this screen you keep track of what you owe and what you have already paid.

​

How it works, end to end

1. Your customer recommends someone to you. In the chat, they pass your agent the contact of someone they know: as a WhatsApp contact card or by typing the number.
2. Your agent registers them. From that moment on, that person is a referral of your customer.
3. The referral arrives. Either your customer forwards them an introduction with your number and they write to you, or your WhatsApp writes to them first. You choose which.
4. The referral buys and leaves their deposit. You mark it on this screen.
5. The network earns. Whoever recommended them earns and, if you set an amount for them, so do the people higher up in their network, up to 5 levels. Each one can receive a WhatsApp with the news.
6. You pay through PayPal and record it here. If the person has a conversation with your agent and the Cuando le pagas (When you pay them) notice is on (it comes that way by default), they receive another WhatsApp confirming the payment.

​

The words on this screen

​

Set up your program

​

What your agent does on WhatsApp

​

When your customer passes it a contact

The agent registers each person separately. It needs their name and their WhatsApp with the country code. If the number arrives without the country code, the agent does not fill it in on its own: it asks your customer for it. If your customer says something about that person (what they do, where they live), it is saved. On the referral’s record you will find Referido por (Referred by), with the name of whoever recommended them, and Contexto del referido (Referral context), if your customer said something about them. What happens next depends on what you chose in ¿Quién escribe primero?:

​

The rules the agent already knows

• Someone who already wrote to this agent does not count. If that number has already talked with this funnel, the agent tells your customer kindly and registers nothing.
• If the same customer passes you again someone they already recommended, that person still counts for them. If that person hasn’t written to you yet, the agent tells your customer to forward the message it gave them when it registered the person.
• The first one wins. If another customer had already recommended that number, the new registration does not count. The exception: if in Programa you set «Un referido vale (días)» (A referral is valid for (days)) and that period passed without a deposit, the recommendation goes to the new customer.
• Nobody recommends themselves. The agent does not register the customer’s own number.
• Without a connected WhatsApp, nobody is registered. The agent tells your customer it took note, without promising them that anyone will write.

When registering a referral, the agent is instructed not to talk about rewards. Money is talked about in the requests and the messages of the Avisos tab, which you switch on and write.

​

When your customer says no

If your customer clearly says no («I don’t know anyone», «no, thanks») after a referral request that was counted, the agent records it on its own. A request is counted when your customer enters the chapter you chose in ¿Dónde pide referidos tu agente?, or when they receive a request or the reminder from Avisos. From that moment the automatic requests no longer reach them, and any reminder they had pending is cancelled. If the agent asked from a chapter you didn’t choose in Programa and there was no counted request before, that «no» is not recorded: the automatic requests can still go out later. An «I’ll think about it» or «I’ll send it to you later» does not count as a no.

​

When your customer asks how their referrals are doing

If your customer asks «how are my referrals doing?» or «have I been paid yet?», the agent checks their real status and answers in its own words: who they recommended, whether that person already wrote to you or left their deposit, how much they earned, how much they have been paid and how much is still owed. It is instructed to name only the people your customer recommended (about the rest of their network it only gives figures) and not to promise payment dates.

​

What the referral receives

If in Programa you wrote something in ¿Qué recibe quien llega recomendado? (What does someone who arrives recommended receive?):

• In the El cliente lo presenta mode, the introduction your customer forwards ends with the phrase «Por ir de mi parte tienes…» (Because I sent you, you get…) with that benefit. If your text doesn’t include {{numero}}, your number goes after it, on its own line.
• In both modes, the benefit is saved on the referral’s record, as Beneficio por venir recomendado (Benefit for coming recommended). The one in place that day is saved: if you change it later, what was promised doesn’t change.

The agent is instructed to tell the referral about it, to honor it when quoting and not to tell them what the person who recommended them earns.

​

Ambassador customers

If in Programa you set Embajador desde (Ambassador from), the customer who reaches that number of recommended people with a deposit becomes an ambassador (embajador):

• Their record gets the «Embajador» label and the field Embajador del programa de referidos (Referral program ambassador).
• The agent is instructed to serve them with priority and special warmth.
• When they write, your team receives a WhatsApp that starts with «⭐ Te escribe un embajador de tu programa de referidos» (⭐ An ambassador of your referral program is writing to you). It goes to the numbers in Informar de las ventas (Report sales), in Configuración.

It is decided when a deposit is marked: if a customer was already past that number before you set it, they become an ambassador with their next recommended person with a deposit. The same happens with the Bono por cantidad (Quantity bonus). That notice to the team goes out at most once every 6 hours per chat, between 7:00 and 22:00 in the agent’s time, and not from your test chat. It only reaches the numbers on the list that wrote to your agent’s line in the last 30 days.

​

The screen, tab by tab

At the top, the title «Red de referidos» and seven tabs: Resumen (Summary) · Referidos (Referrals) · Pagos (Payments) · Red (Network) · Referidores (Referrers) · Programa (Program) · Avisos (Notices). The first five tabs refresh on their own every 10 seconds while the browser tab is in view. To the right of the tabs it tells you so: «En vivo · actualizado hace 8 s» (Live · updated 8 s ago; in the first few seconds, «En vivo · actualizado ahora», Live · updated now). The Actualizar (Refresh) button reloads right away. Programa and Avisos do not refresh on their own: they are forms, and that way they don’t erase what you are typing.

​

Resumen (Summary)

The program at a glance. Below come four blocks:

• Dónde está cada referido (Where each referral stands). A bar with five sections: Invitados, aún sin escribir (Invited, not written yet) · Esperando respuesta (Waiting for a reply) · Respondieron (Replied) · Adelanto, por pagar (Deposit, to pay) · Pagados (Paid).
• Embudo del programa (Program funnel). It measures the program since it started. At the top, three figures: Pedidos de referidos (Referral requests: how many times your agent asked and what the customer answered, whether they gave contacts, said no, replied without passing contacts or didn’t reply), Referidos por cliente (Referrals per customer) and Del adelanto al pago (From deposit to payout: how long you take to pay, as a median). In the middle, a chart with four bars: Contactos (Contacts), Escribieron (Wrote), Adelanto (Deposit) and Pagado (Paid). Between one bar and the next it says what percentage moves on and how many stay behind, and it marks the weakest step. At the bottom, the Por semana (By week) table, with the last 8 weeks.
• Recompensas (Rewards). By currency: what is still to be paid, what has been paid and what has been generated. Ver pagos (See payments) takes you to Pagos.
• Quién más recomienda (Who recommends the most). Your top 5 referrers. Ver ranking (See ranking) takes you to Referidores.

If there are still no referrals and no counted referral requests, Resumen says «Aún no hay referidos» (No referrals yet) and offers you Configurar recompensas (Set up rewards), which takes you to Programa.

​

Referidos (Referrals)

The list of your referrals, with their status and what you can do with each one. At the top you have the search box «Buscar nombre o teléfono…» (Search name or phone…), the filters Todos · Invitados · Contactados · Respondieron · Con adelanto · Pagados (All · Invited · Contacted · Replied · With deposit · Paid) and the Exportar CSV (Export CSV) button. The columns are referido (referral), referido por (referred by), nivel (level), fecha (date), estado (status) and recompensas (rewards):

• Click the referral’s name to open their side panel.
• Click the name of whoever recommended them to see only their referrals. The filter «Referidos de…» (Referrals of…) appears at the top, with an x to remove it.
• Nivel says how high up in the network the referral sits: N1 if an origin recommended them, N2 if someone in N1 recommended them, N3 if someone in N2 recommended them, and so on (it can go beyond N5). It is not the reward level: in the «Moda Sol» example, Rosa shows up as N2, and her deposit pays level 1 to Carla and level 2 to Lucía.
• Recompensas shows what each level earns for their deposit. Before the deposit is marked it says «Al marcar el adelanto» (When the deposit is marked).

​

The statuses of a referral

​

The buttons on each row

​

Marking the deposit

You are the one who marks the deposit. Approving their payment in Pedidos (Orders) does not mark it on its own. If with that deposit your customer reaches the bonus or becomes an ambassador, their bonus is also created or they are named an ambassador, and the sentence goes in the same WhatsApp.

​

«Vincular chat»: the referral wrote to you from another number

Sometimes your customer passes you one number and the person they know writes to you from another. Then that person comes in as a stranger and their row stays in Invitado or Contactado.

​

«Devolvió el adelanto»

If you refund a referral’s deposit, click Devolvió el adelanto and confirm with Sí, anular premios (Yes, cancel rewards). The unpaid rewards from that deposit are cancelled across the whole chain, and so is your customer’s bonus if that leaves them below the target. What is already paid doesn’t change, and no WhatsApp is sent: if they ask you, explain it yourself. If the referral pays again, mark it again.

​

Exporting a CSV

Exportar CSV downloads the referrals that match the filters you have set, not just the ones you see on screen, up to 5000 rows. The file is called referidos- plus the date in UTC time (in Peru, from 19:00 onward it carries the next day’s date). It includes the referral, who recommended them, their phones, the level, the status, the dates, who marked the deposit, the rewards and the note.

​

Pagos (Payments)

The rewards ledger: whom you owe, how much and why. At the top, the filters Por pagar · Pagados · Todos (To pay · Paid · All; it opens on Por pagar) and the search box «Buscar nombre, correo o referencia…» (Search name, email or reference…). The columns are beneficiario (beneficiary), por el adelanto de (for the deposit of, with its level: N1, N2… or Bono), monto (amount), correo paypal (PayPal email), estado (status), generada (generated), pago (payment: the reference, the date and who paid) and comprobante (receipt). At the bottom, the total of what you see, without the cancelled ones.

​

Paying a reward

The dashboard does not send the money. You pay in PayPal and then record it here. Two cases need one more step:

• Retenido: the dialog explains whom it matches. Review the chain and, if everything is fine, tick Revisé la cadena: pagar igual (I reviewed the chain: pay anyway).
• En espera: the dialog says until when. To pay it now, tick Pagar antes de tiempo (Pay early). Careful: if the deposit is refunded later, that money can no longer be recovered.

When you record the payment, the reward moves to Pagado with its reference, the date and who paid. When all of a referral’s rewards are paid, their row in Referidos moves to Pagado on its own.

​

Red (Network)

The tree of who recommended whom: whoever recommended at the top and their referral below. At the top it says how many people and how many recommendations there are, with the color legend: Origen (Origin), Invitado, Contactado, Respondió, Adelanto recibido and Pagado. Each card shows the name, the phone, the status, what has been Ganado (Earned) and Pagado (Paid), and how many referrals they have. Zoom in and out with the buttons at the bottom right. The network shows up to 2000 people: if yours is bigger, it warns you, and in the Referidos tab you can search for anyone. Click a card and that person’s panel opens, the same one that opens from the names in the other tabs:

• Abrir chat and Ver sus referidos en la tabla (See their referrals in the table).
• Three figures: Refirió (Referred), Por cobrar (To collect) and Cobrado (Collected).
• La recomendó (Recommended by): who brought them, if they came recommended.
• Sus recompensas (Their rewards): each one with its status and a Pagar button if it is still to be paid.
• Refirió a (Referred these people): whom they recommended and what status each one is in.

​

Referidores (Referrers)

The ranking of the 10 who move your program the most: first by deposits, then by referrals. Columns: referidor (referrer), referidos (referrals), adelantos (deposits), conversión (conversion), ganado (earned), pagado (paid), por pagar (to pay) and correo paypal (PayPal email). Ambassadors carry the Embajador (Ambassador) badge next to their name. Each row has Abrir chat and Ver referidos (See referrals), which takes you to the Referidos tab filtered by that person.

​

Programa (Program)

Here you configure the program. At the top, a drawing shows you the referral’s path, step by step, according to what you choose. Next to the form, a phone shows you how the message reaches the referral, with sample data. The sections come in this order.

​

Where your agent asks for referrals

In ¿Dónde pide referidos tu agente?:

• Capítulo donde pide referidos (Chapter where it asks for referrals). The chapter of your playbook where the agent tells your customer about the program and asks them for a contact. Each customer who enters it counts as a request, and the reminder «Si tu cliente no te pasa ningún contacto» starts from there. With no chapter chosen, those requests are not counted and the reminder does not go out.
• ¿A quién buscas? (Who are you looking for?) Describe the customer you want to be recommended, for example «someone who has a clothing store in your area». In the automatic requests, the agent asks about that profile instead of a generic «do you know anyone?». Up to 200 characters, no variables. If it’s empty, it asks in general.

​

Who writes first

In ¿Quién escribe primero?, two cards: El cliente lo presenta (with the Recomendado, Recommended, badge) and El agente le escribe primero. What each one does is explained in What your agent does on WhatsApp. If you choose El agente le escribe primero, ¿A cuántos referidos puede escribirles primero cada día? (How many referrals can it write to first each day?) appears: from 1 to 20, 3 by default. Only the first messages your number starts count; replies don’t.

​

The message to the referral

This section changes its name depending on the mode. With the field empty, Usar el texto de fábrica (Use the default text) copies it so you can adjust it. If you type a variable that isn’t on the list, the dashboard tells you which one it is and doesn’t let you save until you fix it.

​

Your business name and the entry chapter

• Nombre de tu negocio (Your business name). What your business is called in what the referral receives. It fills {{empresa}} in the default introduction and signs the opening of the cold message. Up to 80 characters, no variables or line breaks. If it’s empty, the funnel’s name is used.
• The entry chapter. It is called ¿En qué capítulo empiezan los referidos? (Which chapter do referrals start in?, introduction mode) or ¿En qué capítulo sigue el referido cuando conteste? (Which chapter does the referral continue in when they reply?, cold mode). If you don’t choose any, it is the first chapter of your playbook, with the Por defecto (Default) badge. In introduction mode, that chapter must greet whoever arrives introduced. In cold mode it runs as a continuation, because the agent has already introduced itself.

If you deleted the chosen chapter from the playbook, the dashboard warns you: until you choose another one, referrals come in through the first chapter.

​

Rewards per level

• Moneda de las recompensas (Rewards currency). PEN, USD, COP, MXN, CLP, ARS, BOB or EUR. It is the one used in the notice each person receives. Changing it doesn’t change rewards already generated.
• Recompensa por nivel (Reward per level). A ladder that starts at «El referido da su adelanto» (The referral makes their deposit). Click Agregar nivel to add one, up to 5. They are removed starting from the last one, with the trash can. The amount allows up to 2 decimals, and 0 is valid: that level doesn’t collect. Below, a sentence gives you the example with your amounts.

The new amounts apply to the deposits you mark after saving. What has already been generated doesn’t change.

​

The optional settings

All of them can be left empty.

​

Saving

Guardar cambios and Descartar (Discard) are at the top, in the row of tabs. Descartar appears when you have changed something and goes back to what you last saved. Next to them, the status: Sin cambios pendientes (No pending changes), Cambios sin guardar (Unsaved changes), Guardando… (Saving…) or Guardado (Saved). When you save, the notice «Programa guardado» (Program saved) appears. If Guardar cambios is grey even though you changed something, there is a field with an error: it says so in red next to the field, and hovering over the button tells you which one to check.

​

Avisos (Notices)

What the program sends on its own, without anyone asking for it. Each notice has its switch (Encendido, On, or Apagado, Off), its timing when it has one, its text and, below, the rule that cancels it. The reminders go out from 8:00 to 20:00 in the funnel’s time zone.

​

Instruction or literal message

The texts are of two kinds, and the screen tells you which for each one:

• Instructions for the agent (instrucción para el agente): the requests, the reminders and Cuando su conocido escribe. The agent says them in its own words.
• Messages as written (mensaje tal cual): Cuando su referido da el adelanto and Cuando le pagas. They go out exactly as you write them, in one bubble. If the person’s name or email is missing, the sentence fixes itself, and the deposit notice gets the bonus and ambassador sentences added at the end when they apply. Below each one, «Así le llega (con datos de ejemplo)» (This is how it reaches them (with sample data)) shows you the result.

Each text allows up to 500 characters. If it’s empty, the default one is used, which you see in grey. If you type a variable that isn’t on its list, the dashboard tells you which one it is and doesn’t let you save until you fix it. The default deposit notice, for whoever recommended, reads like this:

«¡Buenas noticias, {{nombre}}! {{referido}} ya realizó su adelanto. Ganaste {{monto}} por recomendarnos 🎉 Te avisaremos cuando te enviemos el pago.»

(In English: Good news, {{nombre}}! {{referido}} has made their deposit. You earned {{monto}} for recommending us 🎉 We’ll let you know when we send you the payment.) If you set a Plazo para pagar, the ending changes to «Te enviamos el pago {{plazo}} y te avisamos.» (We’ll send you the payment {{plazo}} and let you know.) The bonus and ambassador sentences are added at the end of that same message, only for whoever recommended and only if you have a bonus or ambassadors in Programa. It is saved the same way as Programa, with Guardar cambios at the top. When you save, the notice «Avisos guardados» (Notices saved) appears.

​

From the customer record

In Clientes (Customers), and in the record that opens next to each chat in Conversaciones (Conversations), the record has a Referidos section if that customer recommended someone or arrived recommended. If not, the section doesn’t appear. It shows Refirió a or Referido por, the status, the date and the rewards per level, each with Pagar if it is still to be paid. From there you can also mark the deposit with Marcar adelanto recibido (Mark deposit received) and confirm with Sí, adelanto recibido (Yes, deposit received): the confirmation tells you who will get the WhatsApp. Vincular chat and Devolvió el adelanto are only in the Referidos tab.

​

If something doesn’t work

​

Frequently asked questions