Set a Contact Source For a Referred Account

Open the “Loyalty and Administration” app.

Sn%C3%ADmek%20obrazovky%202026-07-01%20111007

Click on the "Customer account settings” in the left menu.

Sn%C3%ADmek%20obrazovky%202026-07-01%20111156

Choose "Customer sources".

Sn%C3%ADmek%20obrazovky%202026-07-23%20111407

Click on the "Add new" icon to add a new relation type.

Sn%C3%ADmek%20obrazovky%202026-07-21%20114034

A pop-up window shows up. Fill in the customer source name. Set membership level for referred customers. After verifying the settings, click the “Save” button.

Sn%C3%ADmek%20obrazovky%202026-07-23%20111539

arrow_back Předchozí Referral Program Další Set the Membership Level For the Referred Account arrow_forward