References
In this article you learn what references are, how they are used, and how you can create reference codes in Payrexx.
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In this article you learn what references are, how they are used, and how you can create reference codes in Payrexx.
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Was this helpful?
In Payrexx's platform solution, a reference is a code that enables the tracking of merchant sign-ups and, if desired, can also be used as a discount code to offer merchants reduced pricing on their plans.
If you have already created reference codes, you can find them in the platform administration of your Payrexx account under Referrals > Referrals.
To find a reference code, you can use the filter function to narrow the search results by specific channels. Additionally, you can search for a specific code using the search field.
Below, you will find a list of the reference codes that have already been created. The following values are displayed:
Status: Active (the code is valid) or inactive (the code is not valid)
Signups: Number of merchants who have registered on the platform using the respective code
Sales: Number of purchased and paid plans associated with the reference code
Validity: Validity of the reference code (either unlimited or with an expiration date)
Discount: Discount applied to the purchase of a plan
In the following sections, you will learn how to create, edit, and delete reference codes.
To create a reference code, click on the green "Add" button at the top of the window and fill in the required fields accordingly:
Define whether the reference code is active or inactive.
Leave this field blank to create a reference code with unlimited validity, or set an expiration date to limit its validity.
Choose any name for the reference code. This name will be part of the URL that you can use in a specific campaign to enable tracking. Example:
Discount code: test
Select a channel from the list to associate the reference code with a specific campaign or medium for tracking purposes.
Provide a description of the purpose of the reference code.
Define whether merchants will benefit from a discount when registering via the reference code.
If you selected "Yes" in step 6, specify the discount percentage to be applied. Please note that after saving the reference code, the discount can no longer be changed.
To edit a reference code, hover over the desired row and click on the "Edit" icon:
To delete a reference code, hover over the desired row and click on the "Delete" icon:
To use a reference code, click on the link next to the corresponding code in the overview:
The registration page will open, and the reference code will be included in the URL, ensuring that the merchant's signup is linked to the reference code and the associated channel: https://signup.your-domain.com/ch-DE?ref=test
If a discount has been set for the respective reference code, it will be applied as soon as the new merchant selects a plan.
The links generated in this way can be used in all of your campaigns to measure their success.