01
Add the customer’s details
- 1Open References and choose Add reference.
- 2Enter Full name, Email, and Phone. Use international phone format starting with + and the country code.
- 3Optionally add company, industry, city/state, title, and employee range. Accurate details make matching easier later.
- 4Choose View Invite Template to review the fixed personalized email. The template is read-only; custom messages are not supported.
- 5Choose Save & email invitation.
References
Add reference02
Check what happened
Saving a reference and delivering an email are separate outcomes. If email sending fails, the customer record stays saved. Use Email invite from the invited reference to retry rather than adding a duplicate.
Copy link lets you share the secure invitation individually. SMS is currently paused; saving a customer never means a text was delivered.
Treat invitations as personal requests. Confirm that your customer wants to participate before sending, and do not promise guaranteed instant live payouts.
03
What your customer does next
They open the invitation, sign in with the invited email, review consent, and save bank/debit preferences. Stripe financial setup is separate. The Customer Reference Experience guide illustrates the whole journey.
ALAcme invited you to be a customer reference.
Share your experience. Choose the conversations that work for you.
Signed in as
Payout preference
I agree to receive SMS reference requests from Acme. Frequency varies. Message & data rates may apply. Reply STOP to opt out, HELP for help.
This saves a payout preference. Financial details are collected separately through Stripe.
Accept the invitation
A clear company invitation, payout preference and explicit SMS consent.
Illustrative wireframe · Fictional details