First, log in to your Partner Portal account. In the header, click on ‘Invite a customer’.
Select which method you would like to use.
1. Use your referral URL which has your customised company handle
Your company handle is set up when you sign up for the TradeGecko Partner Program. To use your company handle, you can append your handle “?code=your-company-code” to any URL on the TradeGecko website. This includes all pages on the main TradeGecko website without a prefix (e.g. pages like support.tradegecko.com will not be registered as a referral).
Some examples are:
My referral URL which has my customised code “?code=traddie” will look like:
We have a 7 day cookie tracking, which means that if your client signs up for a trial within 7 days of using your custom link, it will be recognised as your referral.
2. You can send an email to your client through the portal
Simply enter your client information in the ‘Send an Invitation email’ fields - First Name, Last Name and Email Address - to send the invitation.
Your client will receive an email invitation immediately like this:
Clicking on the ‘Start your free trial’ button will take your client to create a trial account with TradeGecko, registering the account as your referral.