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Gifts & referrals in the Recurso dashboard

The Gifts page in the Recurso dashboard

Two growth features

Two growth features share this area of the dashboard:
  • Gift subscriptions — a customer buys a subscription for someone else, redeemable with a gift code.
  • Referrals — reward existing customers for bringing in new ones.
Each lives on its own page in the left nav.

Gift subscriptions

The Gift Subscriptions page opens with three stat cards — Total Gifts Sold, Redeemed, and Pending — over a table of every gift:

Create a gift

1

Open Create gift

Click Create gift to open the side panel.
2

Fill in the gift

  • Buyer customer (required) — the customer purchasing the gift.
  • Plan (required) — the plan being gifted.
  • Duration (months) (required) — 1 to 36 months.
Click Create gift. The new gift appears in the list as Purchased until its code is redeemed.
You can also start a gift purchase from the Gift plan button on the Plans page.

Referrals

The Referral Program page opens with three stat cards — Total Referrals, Total Rewards Paid, and Pending — over a table of every referral:

Create a referral

1

Open Create referral

Click Create referral to open the side panel.
2

Link the two customers

  • Referrer (required) — the existing customer doing the referring.
  • Referred (required) — the new customer. The referrer is excluded from this list so you can’t link a customer to themselves.
  • Reward amount — entered in cents (e.g. 500 = $5.00).
Click Create referral. It starts as Pending.

Qualify a referral

A Pending referral shows a Qualify action in its row. Qualifying marks the referral as met — the reward becomes claimable — and the status advances.

Customers

The buyers, referrers, and referred customers.

Plans & products

The plans you gift.

Wallets

Where reward credit can land as prepaid balance.