References
In this article you learn what references are, how they are used, and how you can create reference codes in Payrexx.
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
In the following sections, you will learn how to create, edit, and delete 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:

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.
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