References

This article explains what references are, what they are used for, and how to create reference codes in Payrexx.

What Are References?

In Payrexx, a reference is a code that serves two purposes: it enables tracking of merchant signups and, if desired, can be used as a discount code to offer merchants subscriptions at a reduced price.

Overview of References

If you have already created reference codes, you can find them in your platform administration under Referrals.

Overview of created reference codes in Payrexx

1. Finding references

To find a reference code, you can use the filter function to narrow search results by specific channels. Additionally, you can search for a specific code using the search field.

2. List of created reference codes

Below is the list of already created reference codes. The following information is 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 the green "Add" button at the top of the window and fill in the fields accordingly:

Creating a reference code in Payrexx

1. Status

Set whether the reference code is active or inactive.

2. Reference code

Choose any name for the reference code. This name will be part of the URL you use in the respective campaign to enable tracking. Example:

• Discount code: test

• URL: https://signup.your-domain.com/?ref=test

3. Channel

Select a channel from the list to assign the reference code to a specific campaign or medium, enabling tracking.

4. Comments

Describe the purpose of the reference code.

5. Discount (Yes/No)

Specify whether merchants will receive a discount when registering using the reference code.

6. Discount percentage

Enter the discount percentage if you selected "Yes" in the previous step. Please note that the discount cannot be changed after the reference code has been saved.

Restrictions

7. Expiration date

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

8. Products

Here you can select which products will be displayed during registration via your reference code. If you enable the toggle, the selected product will automatically be assigned to the registering merchant.

Toggle activated

Editing a reference code

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

Editing a reference code in Payrexx

Deleting a reference code

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

Deleting a reference code in Payrexx

How to Use Reference Codes

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

Opening the link to the signup page including the reference code in the URL

The registration page will open with the reference code included in the URL, ensuring that the merchant’s signup is attributed to the reference code and, consequently, to the assigned channel: https://signup.your-domain.com/en?ref=test

If a discount is linked to the reference code, it will be applied automatically. The discount takes effect as soon as the new merchant selects a plan or – in the case of a single product – adds it directly.

The registration page where the merchant chooses their email address and instance name

Links generated in this way can be used in all your campaigns to track and measure their success.