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.

Overview of created reference codes in Payrexx

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:

Creating a reference code in Payrexx

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

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

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:

Accessing the link to the signup page including the reference code in the 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/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 registration page where the merchant chooses their email address and instance name

The links generated in this way can be used in all of your campaigns to measure their success.