- This page discusses the best practices to setting up a referral program for an existing customer. It also includes an appendix of confirmed accounts with referral programs.
- Setup Process
- Negotiation
- Any referral program is at the discretion of the Management Team. Any negotiation and final approval must come from a member of the Management Team
- Create a M&M (Shell) customer
- The M&M customer will be the super customer to nest both the main customer and all their referrals under
- If the beneficiary of the program does exist
- Confirm with management team sponsor and director of merchandising that the vendor assignments are correct on the beneficiary
- Once confirmed clone the beneficiary
- Use naming convention of “Beneficiary Name” + Referral + Super Customer for “Name field”
- Ex. Vector = Vector Referral Super Customer”
- Use above name in all caps with no spaced for “Code” field
- For email use above name +@purchasingplatform.com for domain name
- For first name use “Beneficiary Name” + Referral
- For last name use “Super Customer”
- For owner phone use 555.555.5555
- Under “Other Details” click the following boxes:
- Vendor Matrix
- Corporate Catalog
- Whitelabeling
- Click “Save Clone”
- Designate the customer as a “Super Customer”
- Select the newly created customer
- Click “Edit” in the upper right corner
- Use naming convention of “Beneficiary Name” + Referral + Super Customer for “Name field”
- If the beneficiary of the program does exist
- Exempt them membership fees
- On the same edit page as above check box for “Exempt from membership fees”
- Nest beneficiary customer under newly created super customer
- Return to the beneficiary customer page and enter edit screen
- Under “Super Customer” select the newly created super customer via the drop down
- If the beneficiary customer does not exist
- Create a new customer with contact and email proved by management team sponsor
- Coordinate with management team sponsor and/or director of merchandising to set vendor grid and any whitelabeling on newly created customer
- Once complete follow the above steps to clone beneficiary customer
- The M&M customer will be the super customer to nest both the main customer and all their referrals under
- Create a link for the customer to distribute
- This link will direct users to a registration page: https://www.purchasingplatform.com/register?utm_source=login_page&utm_medium=register_button&utm_campaign=pp_login_page&utm_id=self_registration&utm_term=register&super_customer_id=x
- The final “x” is a placeholder for the super customer number
- Update this “x” to match the customer ID M&M (shell) customer
- This customer ID can be found by searching for the customer via the customer page
-1.png?width=517&height=253&name=image%20(40)-1.png)
- It is also visible as the last final number at the end of the URL of the selected customer
-1.png?width=462&height=192&name=image%20(41)-1.png)
- This customer ID can be found by searching for the customer via the customer page
- Send link to requesting customer or manager
- Once registration occur via the provided link, the full list of referral accounts will appear on the super customer page. Each account will be listed as a sub-customer
- On the super customer page, click “Info” from the navigation bar on the left hand side of the page. If there are registrations for the program they will show as sub-customers
-1.png?width=283&height=291&name=image%20(42)-1.png)
- On the super customer page, click “Info” from the navigation bar on the left hand side of the page. If there are registrations for the program they will show as sub-customers
- Once registration occur via the provided link, the full list of referral accounts will appear on the super customer page. Each account will be listed as a sub-customer
- Negotiation
- Confirmed Referral Programs
Customer Name Super Customer ID Link Vector Services - Contractor 3192 Vector Services Savage Renovation 3337 Savage Renovation Regency Integrated Health Services 3338 Regency Health Adam Salon 3419 Adam Salon Service Crucible Marketplace 3399 Service Crucible Marketplace HVAC Contractor 3504 Contractor Camp Digital 4416 Camp Digital HomeVestors 1811 HomeVestors Accuserve Employee 4746 Accuserve Employee Grand Slam Heating & Cooling 4771 Grand Slam RMUC 2025 Conference 4808 RMUC Service Titan Hacks Marketplace 7982 Service Titan Lula 8006 Lula Rocket Bookings Marketplace 8178 Rocket Bookings Blue Collar Advisors Marketplace 8179 Blue Collar Avoca Marketplace 8180 Avoca Hired Helpr Marketplace 8182 Hired Helpr
- Marketplace Signups- Channel Partnerships
- These super customers register new customers and users from their environment. New accounts should not be setup via self-registration. If asked refer contact the register via the appropriate super customer’s site
Super Customer ID Customer Name Link Altisource Marketplace 1746 Altisource Cardone Marketplace 1747 Cardone HappyCo 3138 HappyCo Buildium 3093 Buildium Lessen Marketplace 1048 Lessen
- These super customers register new customers and users from their environment. New accounts should not be setup via self-registration. If asked refer contact the register via the appropriate super customer’s site
- Non-Aligned Self Registration Links
- These are the generic environments set up for a basic environment and should be used with contacts enquiring about access. Use the link best suited to source of the contact and asset class under management
Super Customer ID Customer Name Link MANUFACTURED HOUSING SUPER CUSTOMER 2650 Manufactured Housing NON MH SUPER CUSTOMER 2651 Non-MH Housing Self Registration 3322 Self Registration MHI Super Customer 3333 MHI Super Customer
- These are the generic environments set up for a basic environment and should be used with contacts enquiring about access. Use the link best suited to source of the contact and asset class under management