To enable customer referrals, complete the following steps.

  1. Go to Settings > Dealer.
  2. In Account Information, select the Customer Referrals checkbox.
  3. In Dealer Settings, open the Customer Referrals tab.
  4. In Current Customer Offer, enter a message for the existing customer who sends referrals to potential customers.
  5. In New Customer Offer, enter a message for the person who receives a referral.
  6. If necessary, upload a photo for the new customer offer. For best results, images should be in landscape layout with a file size of less than 5 MB.
  7. Press Save.

When the existing customer opens the Virtual Keypad app, they select Refer Friend in the menu, then press the Invite button. The customer composes and sends a text message to a contact that contains a link to the referral form.

When the new customer opens the form, they are required to enter their name and email or phone number. When they submit the completed referral form, their contact information is populated on the Customer Referrals page in Dealer Admin. To view details about the referral, select View. To mark the referral as complete, select Mark Complete.