User Manual

Everything you need to launch and run referral campaigns in minutes.

1. Create an account

Head to the sign-in page and create a free account. You will be asked to set up (or join) an agency — the workspace that groups your campaigns, clients, and members.

2. Add a client

From the Clients tab, create a client record for each business you run campaigns for. This keeps campaign data tenanted to the right agency.

3. Launch a campaign

Open the Campaigns tab and create a campaign under a client. Pick a campaign type (Waitlist, Leaderboard, Bonus Sweepstakes, Milestone Rewards, or Newsletter Referral) and set its status and reward rules.

4. Track results

Open any campaign to see its leaderboard, milestones, and claims. Use the CSV export buttons to download data for offline analysis. The Audit tab keeps a record of every change, with before/after values and reasons.

5. Install the app

This site is a Progressive Web App. Use "Download App" in the footer (or your browser's install icon) to add it to your home screen for a native app experience.