Frequently Asked Questions

Get to know Referit

What is Referit?

Referit is a user-friendly marketing platform, that utilises the referrals of current clients to grow your business. As a lead generation marketing tool, Referit can be used to boost lead referrals from preexisting clients, make new business to business connections, internal referrals and more. Referit's purpose is connecting professionals, facilitating referrals and rewarding relationships between businesses and their clients. Through its innovative lead generation technology, every successful referral a client makes rewards them for their time and effort, and through their trusted referrals attracts new clients to your business.

Who is Referit for?

Referit is very flexible in its use. Whether you are an individual seeking trusted connections for personal inquiries, a business owner looking to expand upon your network, professional within an industry looking to reach new businesses, employee searching for a new business relation or something different, Referit is your tool to expand and grow your connections and cliental.

Is Referit free to use?

Referit has two different options for users. The free to use version, facilitates unlimited sending/receiving of referrals, and unlimited introductions to all Referit users. The premium version offers businesses the ability to set up a reward store, as well as AI match making for businesses to optimise new clients and become more noticeable.

Why Referit?

Referit has two different options for users. The free to use version, facilitates unlimited sending/receiving of referrals, and unlimited introductions to all Referit users. The premium version offers businesses the ability to set up a reward store, as well as AI match making for businesses to optimise new clients and become more noticeable.

For businesses

What does premium offer my business?

Despite having unlimited referrals and opportunities on a free account, by subscribing to a premium account you are giving your business the best chance to grow. Unlocking access to the rewards store and AI match making for your business, premium gives you the opportunity to expand your network and offer incentives to keep cleints coming back.

What is the reward store?

The reward store is a unique show you have complete control over. By creating incentives that are customised by your business, clients that bring you a successful referral, are rewarded with a tokens, which you control the value and quatity of. Tokens can be used to purchase rewards from your own personal store.

How to use Referit

How to use Referit

Referit is a user friendly easy to use referral marketing tool that allows you to connect with industry professionals as well as client individuals and employees, boosting your networking and ability to refer and gain business. Whether you are an individual looking for a trusted referral for your personal needs, or business owner looking to expand your network, Referit is your tool to send and receive referrals to help boost your business and personal needs.

How to make a referral?

With Referit, making a referral has never been easier. By simply following the prompts within the app, you can send a referral between two parties as fast as an sms or email, saving you and your business time.

How to receive a referral?

Once a referral has been sent to you, you can find it in the ‘opportunities sector if you are a supplier, and in you ‘referrals’ as a client. Once you have opened your referral, simply click ‘accept’ and you will be introduced to your new contact.

How to reach my new contact?

Once both parties have accepted the referral, a brief introductory message will be sent connecting both supplier and client. This takes the awkwardness out of that first introduction, and has both the supplier and clients’ names, email and phone number.

What if I change my mind?

If you decide the referral is not right for you, you may click ‘decline’ on your new opportunity. There is no fee or penalty for doing this.

How do I connect to someone new?

By messaging you network or directly requesting introductions to specific people or businesses, your network will be able to connect you with someone in an industry of your desire. Bringing you a new trusted contact for all your business needs.

How to create a Referit account?

By downloading the Referit app from the app store or going onto the web app, you can create a Referit account for free.

How do I accept an invite to join Referit?

If you have been referred by someone, you will receive either an SMS or email notifying you that you have an opportunity pending. By clicking ‘view opportunity’ on email or clicking the link provided on SMS, you will be transported to a web page with the details of the referral. Upon clicking ‘accept’ and actioning the referral, you can then click ‘sign up’ located at the bottom of the screen in blue.

Once you have downloaded/opened the Referit app/web app, click ‘sign up’ input your first and last name, along with your email and phone number, and click ‘next’. Then simply create a password you can remember and login!

Setting up a profile

Once you are logged in. Go into settings and set up your profile. By inputting your professional details such as your occupation/job title, create a biography that tells people about you and your business, along with your skills, industries and contact preferences for better networking, as well as a photo and banner to suit you and your business.

Is there a verification process?

To send and receive referrals and become a verified user/business, verify either your email or number to become a verified account in the settings tab.

What do I need to launch a referral campaign?

By downloading the app on any device of your choosing, you can either setup as a business account or individual. Referit is also available on the webapp. Setup a reward store with your selection of rewards which a client can purchase in-app using tokens they claim after a successful referral. The better the reward the more invested a client will be in referring your business new clients. Or set up an instore charity where clients can donate their tokens, as a business you can select the value of tokens.

Referit and AI

Referit has its own AI, to help assist in creating and writing referrals as well as match making for premium subscribers. Through the use of AI, making referrals has never been easier.

How do I use AI?

When creating a referral, by clicking the ‘make a suggestion’ icon highlighted in pink, Referits’ AI minions will quickly create a unique and detailed message for you to send to introduce your two contacts!

Are my contacts and networks private?

If you have sent an invite via ‘My Network’ and to an employee’s work email address who have already registered, simply ask them to delete their account and then add them to the business account using the following steps. Click on ‘Business Admin’ located in the taskbar, go to employees, then click the ‘Invite Employee’ icon located in the top right-hand corner in pink.

Can I uninvite someone, if I was meaning to invite them as an employee?

If you have sent an invite via ‘My Network’ and to an employee’s work email address who have already registered, simply ask them to delete their account and then add them to the business account using the following steps. Click on ‘Business Admin’ located in the taskbar, go to employees, then click the ‘Invite Employee’ icon located in the top right-hand corner in pink.