1. Add referral code in API call
If you are using Zendesk or a similar solution and need help with an updated payload, please reach out to us.
{ "customer": {
"name": "Jane",
"email": "janecustomer@example.com",
"custom_id": "JANE83"
}, "channel": "phone", ... }
2. Get feature enabled
Contact your Client Success Manager to have this feature enabled.
3. Use the %extCustomerId% in marketing
A new tab will be made available on the Settings > Marketing page for Referral codes. When custom_id is provided, the settings from this tab will be used. When custom_id is not provided, it will fall back to the Default options.
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