Referrals Setup

Track your clients

Oliver Zdravkovski avatar
Written by Oliver Zdravkovski
Updated over a week ago

In this help doc

Introduction to Tracking Referrals

MetaPulse is a valuable tool for consultants and coaches who want to track the performance of their clients.

Your unique Referral Link provides an easy way to track clients who create their own MetaPulse Account.

Once setup, you can share your Referral Link and clients will be sent to your Branded Signup Page as outlined in the Partner Setup.

Activate Your Referral Link

  1. Click Settings

  2. Expand Account Settings

  3. Click Referrals Setup

  4. Enter data as required

  5. Accept the Terms of the Partner Agreement

  6. Click Save & Show Referral Link

Share Your Unique Referral Link & Edit Your Details

  1. Open Settings - click on the Gear icon.

  2. Click Referrals Setup

  3. Copy Unique Referral Link

  4. Choose Edit to Edit Your Details

  • Via email to your friends and associates

  • Social media posts

  • Via your website and blog

  • In the signature footer of your email

See also:

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