podium FAQs
Can you please explain ‘Payee Type’, in podium? * Individual – This means that we will pay a referral fee for each contact created on the partner and tied to a referral code. When this is selected your codes will be restricted to a single contact and that contact will be paid a referral fee to the bank informa…
How to create a new partner in podium (Individual payee)
How to create a new partner in podium In this article you will learn: * How to add an individual Partner in podium, where referral fees are paid to the individuals. * Partner codes showing in thru * Permission to email customer documents partners For information on how to create a new business partner in pod…
How to create a code in Podium
To create a code for a partner, locate the profile in podium and scroll down to the Codes section. You can set up a code to apply a discount OR to just recognize the referral and not apply a discount or neither, just to track leads. A new 'Add Code' window will appear with the following sections: * Co…
How to create a discount code URL link
To easily provide a discount code to your customers you can create a unique URL to direct them to thru. To create the URL add the following to your website URL. /spa/ policytype ?referralcode= insertreferralcodehere To create the URL to direct the customer to a renters quote In the following example the…
How to create a new partner in podium (Business payee)
In this article you will learn: * How to add a Partner in podium as a Business Payee (referral fees go to the Business) * Partner codes showing in thru * Permission to email customer documents partners For information on how to create a new individual partner in podium - see article - How to create a new pa…
Referral Partner setup in podium
In this article we will show the following: * What a referral partner receives and what their experience is once you have set them up in podium. * Emails following certain request being set up (notifications, RECA compliance etc. ) * Setting up a referral partner with no referral fees. * Vouchers for customers…
