How can I limit the referral program so only our current customers can participate?

Daniel Misico Updated by Daniel Misico

If you have a customer list, you could import a CSV to automatically enroll the customers into your program. For further information on this, please visit our Import Guide and Managing Members FAQ. Alternatively, you could require each member to request approval before becoming a member. To require a user to submit a request to join:

Select your Program and Edit.

  1. From within the Program Editor, navigate to Additional Options or click here.
  2. Locate Registration Process under Member Options and select Edit.
  3. Under Registration Mode select Request Approval. Once this is selected, a field will appear labeled Request Approval Options.
  4. Edit the On Page Confirmation Message as desired and select Save. You will be notified of member requests by email.

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