Integrating Clicki Referral Program into RealGreen Customer Portal
Objective:
To integrate the Clicki referral program into the RealGreen Customer Portal for the company Lawn Police in Utah, allowing customers to easily participate and earn rewards.
Key Steps:
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Login Page Customization:
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Edit the login page of the customer portal.
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Add a message promoting the referral program.
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Provide a clear call-to-action for customers to participate.
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Link the call-to-action to the referral app for logging in.
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Menu Integration in Customer Assisted Website (CAW):
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Access the navigation settings in CAW.
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Locate the "Refer a Friend" option.
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Remove the native RealGreen referral flow.
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Add an external link with the text "Refer and earn cash".
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Insert the referral program link (e.g., utahlawnpolice.clickireferrals.com).
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Save changes to update the menu bar.
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Cautionary Notes:
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Ensure that the messaging on the login page and menu is clear and concise.
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Avoid overwhelming customers with excessive information or fields to fill out for referrals.
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Double-check the link insertion to prevent any broken or incorrect links.
Tips for Efficiency:
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Prioritize placing the referral program link in the menu bar within the Customer Assisted Website for better visibility.
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Keep the referral process simple and user-friendly to encourage customer engagement.
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Regularly monitor the integration to track the effectiveness of the referral program and make any necessary adjustments for optimization.