How do I Create a New Member (Advocate, Referral or Lead)?

You can create a new member on the All Members page located on the left-side navigation menu, or you can go directly to the advocate, referrals, and lead page. Then click the + New Member button and choose the type of member you want to add (Advocate, Referral, or Lead).

A pop-up will appear to enter a Name, Email address, Payout Threshold, Password, Email Credentials, and currency for the new user.

You can toggle the button "ON" or "OFF." to Send Notification for a New Advocate (Sent when an advocate enrolls in your program) and Registration Email Notification (Sent when an advocate completes the registration).

Next, click Create advocate on the right button.

A pop-up will appear to enter a Name, Email address, Advocate's email, Campaign name, and currency for the new referral.

You can toggle the button "ON" or "OFF." to Send Notification: New Referral (Sent when a new referral is captured) and Thank You Email (Sent to the referral when it's captured)
Next, click Create referral on the right button.

A pop-up will appear to enter a Name, Email address for the new user.

Next, click Create lead on the right button.