1
Welcome to EZ Referrals
1 minGet a quick overview of your dashboard, track referrals, monitor performance, and navigate your workspace.
overviewgetting startedhome
Getting Started with EZ Referrals
Everything you need to launch and grow your referral program, from setting up your first campaign to integrating with your CRM in under 15 minutes.
8 videos~15 min total
2
Creating Your First Campaign
2 minLearn how to set up referral campaigns, customize incentives, and set up personalized emails.
campaignsreferralsincentives
3
Sending Your First Referral Request
1 minA step-by-step walkthrough for sending your first referral request.
campaignsnew campaignsetup
4
Managing Your Customers
1 minLearn to navigate the customers page and manage campaign enrollments.
customerscontactsreferrals
5
LACRM + EZ Referrals Automations
3 minIntegrate LACRM into EZ Referrals to create powerful automations.
automationsworkflowtriggers
6
LACRM + EZ Referrals Automations in Action
3 minSee how EZ Referrals enrolls LACRM contacts in referral campaigns and adds referrals directly to LACRM.
automationsworkflowtriggers
7
Managing Rewards
2 minManage rewards, track payout status, and view reward history.
rewardspayoutsincentives
8
Managing Campaigns
2 minManage your campaigns, track campaign performance, and view campaign history.
campaignsreferralsincentives
Need more help?
You can revisit any tutorial at any time from the Help button in the bottom-right corner of every page, or reach us at support@ezreferrals.io.