Platform
DocsPlatformDeveloperTicket
  • Payrexx Platform
  • Explanation of the Platform
  • Use Cases
  • Setup and Configuration
    • First Steps
      • Domain Name and DNS Set Up
      • Access and Login
      • Service-API
      • Merchant API
    • Stripe Connect
  • Backoffice
    • Dashboard
    • Merchants
      • Overview and Editing
      • Merchant Detail View
      • Creating a Merchant Account
      • Deleting a Merchant Account
      • Know Your Customer (KYC)
    • Subscriptions
      • Subscription Overview
      • Creating a Subscription
    • Invoices
    • References
    • Payouts
    • Analytics
      • Metrics
      • Transactions
      • Statistics
    • Admin
      • Products
        • Product Overview
        • Creating and Managing Products
      • Settings
        • Emails
        • Email Templates
        • Dashboard Messages
        • Legal Templates
        • Contact Details
        • Default Fronted Template
        • Backend Template
        • User Administration
        • Invoicing
        • Plugins
  • Appendix
    • Payrexx Advisory Team
    • Platform API Reference
  • Release Notes
    • Release Notes 2025
      • Release 2025.02
    • Release Notes 2024
      • Release 2024.11
      • Release 2024.09
      • Release 2024.07
      • Release 2024.05
      • Release 2024.03
      • Release 2024.01
    • Release Notes 2023
      • Release 2023.12
Powered by GitBook
LogoLogo

Product

  • Payments
  • E-Commerce Tools
  • Pricing
  • Feedback

Company

  • About Us
  • Careers
  • Blog
  • Newsletter

Support

  • Contact
  • Status Page
  • Downloads

Developer

  • Documentation
  • API Reference
  • Integrations & Plugins

© Payrexx. All rigths reserved.

On this page
  • What Are References?
  • Overview of References
  • Managing Reference Codes
  • Creating a reference code
  • Editing a reference code
  • Deleting a reference code
  • How to Use Reference Codes

Was this helpful?

  1. Backoffice

References

In this article you learn what references are, how they are used, and how you can create reference codes in Payrexx.

Last updated 3 months ago

Was this helpful?

What Are References?

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.

Overview of References

If you have already created reference codes, you can find them in the platform administration of your Payrexx account under Referrals > Referrals.

1. Finding references

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.

2. List of created reference codes

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

Managing Reference Codes

Creating a reference code

To create a reference code, click on the green "Add" button at the top of the window and fill in the required fields accordingly:

1. Status

Define whether the reference code is active or inactive.

2. Expiry date

Leave this field blank to create a reference code with unlimited validity, or set an expiration date to limit its validity.

3. Reference code

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

4. Channel

Select a channel from the list to associate the reference code with a specific campaign or medium for tracking purposes.

5. Comments

Provide a description of the purpose of the reference code.

6. Discount (Yes/No)

Define whether merchants will benefit from a discount when registering via the reference code.

7. Discount percentage

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.

Editing a reference code

To edit a reference code, hover over the desired row and click on the "Edit" icon:

Deleting a reference code

To delete a reference code, hover over the desired row and click on the "Delete" icon:

How to Use Reference Codes

To use a reference code, click on the link next to the corresponding code in the overview:

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.

In the following sections, you will learn how to , , and reference codes.

URL:

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/?ref=test
https://signup.your-domain.com/ch-DE?ref=test
create
edit
delete
Overview of created reference codes in Payrexx
Creating a reference code in Payrexx
Editing a reference code in Payrexx
Deleting a reference code in Payrexx
Accessing the link to the signup page including the reference code in the URL
The registration page where the merchant chooses their email address and instance name