How To Apply Referral Code (Import)

[DEV] Prizm CRM

  1. 1. Click on Loyalty

    Click on Loyalty

  2. 2. Click on Referral

    Click on Referral

  3. 3. Click on Code

    Click on Code

  4. 4. Click on Apply

    Click on Apply

  5. 5. Select Referral Code Task ID

    The Referral Code Task refers to the automated generation of referral codes. If you have multiple referral code automations, please consult with your IT support to determine the correct task to ensure the right referral code is applied for rewards.

    Select Referral Code Task ID

  6. 6. Upload the Customer File in CSV

    Note that there are different format for Customer ID, External Customer ID and Mobile Number. Kindly refer to the sample given.

    Upload the Customer File in CSV

  7. 7. Select Data Type

    Select Data Type

  8. 8. Click on Submit

    Click on Submit