Customer Service Portal

Explore full details for each individual customer and their referral journey, manage their rewards and deliver excellent customer service.

Contents:

• Overview
  • Logging In
  • Navigating to the Customer Service Portal
• Terminology
  • Referral
  • Reward
• Use case #1:
  Where do I find referrals?
  • Person Lookup
  • Referral details
• Use case #2:
  Where is Advocate reward?
  • Email delivery
• Use case #3:
  Who should get the reward?
  • Handling customer inquiries
  • Cross referrals
• Use case #4:
  Did my Friend get an email?
  • Friend was blocked for self-referral
• Use case #5:
  Blocklisting a user
  • Adding a user to the blocklist
  • How do I UnBlocklist a user?
• Use case #6:
  Creating a referral for an Advocate
  • Gathering the info
  • Creating the referral
  • Viewing the results of the manually created referral