Got a Question? Find Your Answer Here!
Got a Question? Find Your Answer Here!
Our comprehensive FAQ section is designed to address your most common inquiries about using Genius Referrals.
General Questions
How does a Genius Referrals free trial work?
The free trial gives you full access to the plan you choose for 30 days. Please note that the number of advocates, programs, campaigns, languages, and currencies available will vary based on the plan selected.
What happens after my free trial?
Once your 30-day free trial ends, your first invoice will be generated, and your payment method on file will be automatically charged for the total amount specified. If you’ve added any extra features during the trial, their cost will also be included in your invoice.
Do I need to enter my credit card info to sign up?
Yes, your credit card is required. However, you will not be charged for the duration of your free trial. Once your 30-day free trial is over, your credit card will be charged automatically. If you cancel before the end of your free trial, there will be no charge to your account.
Do I get support at any time? What is your response time?
Genius Referrals provides support during weekdays in 3 languages: English, Spanish, and Portuguese. The response time depends on what kind of plan you are using (starter, silver, gold, or platinum). To see the support options for your account, please visit our Plans & Pricing webpage to learn more about what features are included in each plan.
Can I See a Live Demo?
If you want to test out Genius Referrals yourself or see a live demo, please fill out the demo form to schedule a call.
Is Genius Referrals white-label?
Yes, we have a white-label solution available in our Gold Plan, which seamlessly integrates our technology on your website. Our white label solution can be customized to fit your brand while also allowing you to benefit from our many years of experience and optimization in referral programs.
Please contact us to request access to this option.
Please contact us to request access to this option.
Removing the "Powered by Genius Referrals" footer credit is simple and can be done in just a few steps.
Absolutely! Genius Referrals is audited yearly to confirm that it remains in compliance with the Payment Card Industry Data Security Standard (PCI DSS).
Yes! Genius Referrals supports a variety of languages, including English, Spanish, French, German, Portuguese, Russian, Japanese, Bengali, Hindi, Javanese, Korean, Punjabi, Mandarin, Marathi, Telugu, Turkish, Tamil, Vietnamese, and more.
To ensure that your referral program emails do not end up in the recipient's spam folder, it is crucial to take certain steps. One of these is to authenticate your email by adding an SPF record to your Domain Name System (DNS). By doing this, you will create a public list of approved senders who are authorized to send emails from your domain.
A vanity URL is a personalized, custom URL created specifically for a program participant to share with their contacts, making it easier to track referrals.
Account
Easily add new team members and assign them specific permissions to manage your referral program.
Learn about the limitations of the 30-day free trial, including email limits and payout/reward restrictions. Get the full details on how to maximize your trial period.
To cancel, follow the steps in Manage Plan. Canceling removes access immediately, but pausing keeps your account active for future use.
To pause your Genius Referrals account or subscription, follow the steps in your Manage Plan section.
If you need to reset your password, request a reset link, and we'll send it to your email to help you regain access.
Learn how to update the registered email address on your Genius Referrals account by following simple steps to edit your profile information.
Learn how to fully white-label your referral program.
Share your feedback or report a system issue to help us improve. Contact our support team for assistance.
Billing
Can I change or cancel my subscription plan later?
Sure! You can upgrade, downgrade, or cancel at any time. If you upgrade, you will be billed at a prorated amount for the difference in cost for the remainder of your then-current term. Please note that while you may downgrade or cancel your account at any time, no refunds will be issued for amounts you pre-pay, and changes will be reflected in your next billing cycle.
To change your plan, head to the Billing section and follow the steps to update your subscription.
To manage your payment method, go to the Billing section and follow the steps to update your details.
Genius Referrals issues invoices for all payments, and you can easily download them as a PDF. To locate your invoice, go to the Billing section and select the invoice you need.
What happens when I go over my advocate limit?
If you exceed your advocate limit, we will automatically upgrade you to the next plan at a prorated cost. You will receive email notifications when you reach 80%, 90%, and 100% of your advocate limit to ensure you know about the approaching upgrade.
What is an add-on, and how can I incorporate one into my plan?
An add-on is an optional tool you can purchase to enhance and customize your referral program beyond the features included in your plan. They're available for an additional monthly cost and can help you supercharge your program. All Genius Referrals plans allow for the purchase of additional features.
During your free trial, you can also purchase add-ons to try out. The cost of these features will be added to your invoice and charged to your account after the 30-day trial period.
During your free trial, you can also purchase add-ons to try out. The cost of these features will be added to your invoice and charged to your account after the 30-day trial period.
Can I buy additional features (add-ons)?
Yes, our plans are customizable. You can buy extra features as you need them. For example, if you are enrolled in our Starter Plan and want to add a member's approval process, you can buy our "Member's Approval Process" feature without changing your current plan. Various additional features are available to enhance the product and cost extra money.
What's included with my Genius Referrals plan?
Genius Referrals offers four standard plans to choose from Starter, Silver, Gold, and Platinum plan. Please visit our Plans & Pricing webpage to learn more about what features are included in each plan.
Are gift cards and PayPal included in my plan?
Rewards such as gift cards, PayPal, Automated Payout Fulfillment are included with our Gold and Platinum plans. Our Starter customers can buy this feature as an add-on for $45/month.
Do I get charged for an add-on in my free trial?
Some add-ons may require payment during the free trial period, so it's important to check the details of each add-on before adding it to your plan.
Learn how to get a refund from the Tango Card Escrow account.
Learn how to manually pay your invoice by updating your payment method if the automatic payment fails.
Members
An advocate is an individual who actively supports and promotes your brand, whether they’re a customer, affiliate, influencer, or partner.
What is a Referral?
A referral is a potential customer recommended to your business by a satisfied existing customer. Referrals are often more likely to convert into paying customers and tend to build stronger, long-term loyalty to your brand.
What is a Lead?
A lead is an individual who has organically discovered your referral landing page without being referred by an advocate. They show interest in your business, making them a valuable prospect with the potential to convert into a customer.
An advocate is typically an existing customer, influencer, affiliate, partner, or employee who is familiar with your business and actively promotes it. A referral, on the other hand, is someone—such as a friend or family member—referred to your company by an advocate, often as a potential new customer.
Your Advocate Limit is the number of Advocates your account can have registered across all programs. Each plan has a different limit.
Learn how to turn a referral into an advocate manually.
Learn how to notify your team when new referrals and advocates are created.
Learn how to export your Advocates in a CSV file.
Learn how to export your Referrals in a CSV file.
Learn where to find your list of advocates.
Learn where to find a promoter's referral link.
Managing Campaigns
You can run multiple campaigns at one time. However, the number of campaigns is limited and depends on what plan you are enrolled in. To check the campaign limit please visit our Plans & Pricing page.
Genius Referral Platform offers a wealth of customization options for enticing and rewarding your customers with your campaign such as. Single and Double-sided Rewards, Fixed and Percentage Rewards, Multi-tiered Campaigns, and Multi-level Campaigns.
Rewards Management
Manually issue a bonus by accessing the Advocates page and following simple steps.
Manually trigger a bonus by accessing the Referrals page and following simple steps.
Find out how to remove a bonus quickly and easily.
Discover how to easily update a bonus status manually.
Share Messaging
Learn how to edit and personalize the default email message advocates send out.
To change the image shared on social media, go to the Share Messaging section and follow the steps to upload or update the image for platforms like Facebook, Twitter, LinkedIn, and Pinterest.
Website Editor
Collect additional information from your advocates and referrals by adding custom fields to your sign-up or registration form. Follow the simple steps to customize the form to suit your needs.
The results from Referral Capture form submissions are sent to the member's page and categorized as referrals or leads based on how visitors arrived. Ensure you have the proper permissions to view this data.