01
Prepare the request details
- 1Choose New request. The dialog separates Request details from Reference & payout.
- 2Enter Prospect name, Main pain point, Time, Request type, and Potential deal value ($).
- 3Choose Phone call, Text, or Virtual meeting. Add the Virtual meeting link where relevant.
- 4Select an active customer reference with recorded SMS opt-in; use the filter icon to narrow your selection.
- 5Review Request payout ($) and Customer bonus ($), prefilled from the business defaults.
- 6Check the estimated net reward and submit the request.
Proofly · Acme workspace · Fictional example
Workspace / New requestMK
New request
Scheduled conversationRequest details
Prospect name
Jamie Chen
Pain point
Onboarding and adoption
Scheduled time
Oct 28 · 10:00 AM
Format
Virtual meeting
Meeting URL
Your meeting link
Reference & payout
Customer reference
Alex Lee · 8 completed
Request payout (gross)
$50.00
Customer conversion bonus
$100.00
Reference receives $40.25 after combined fees. Acceptance window: 15 minutes.
Send request
Example values only · No workspace changes
Keep in mind
Request payout must be at least $0.62; the bonus can be zero. Be specific about the topic and respectful of the customer’s time.
02
Individual and bulk behavior
A single-reference request sends an individual email. If multiple eligible references match, Bulk send to all can create a first-to-accept opportunity. Bulk requests create secure links without automatically emailing a recipient list.
The acceptance window is 15 minutes. SMS delivery is paused pending setup, so creating a request does not confirm text delivery. Do not imply every matching reference was contacted.