Genius Referrals
 

How do I Create a New Member (Advocate, Referral or Lead)?

Learn how to create a new member (Advocate, Referral, or Lead) manually.

Creating a new member

You can create a new member on the All Members page located on the left-side navigation menu, or you can go directly to the advocate, referrals, and lead page. Then click the + New Member button and choose the type of member you want to add (Advocate, Referral, or Lead).
If you choose to create a new Advocate
A pop-up will appear to enter a Name, Email address, Payout Threshold, Password, Email Credentials, and currency for the new user.

You can toggle the button "ON" or "OFF." to Send Notification for a New Advocate (Sent when an advocate enrolls in your program) and Registration Email Notification (Sent when an advocate completes the registration).

Next, click Create advocate on the right button.
If you choose to create a new Referral
A pop-up will appear to enter a Name, Email address, Advocate's email, Campaign name, and currency for the new referral.

You can toggle the button "ON" or "OFF." to Send Notification: New Referral (Sent when a new referral is captured) and Thank You Email (Sent to the referral when it's captured)
Next, click Create referral on the right button.
If you choose to create a new Lead
A pop-up will appear to enter a Name, Email address for the new user.

Next, click Create lead on the right button.
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