1. Add referral code in API call
If you are using Zendesk or a similar solution and need help with an updated payload, please reach out to us.
{
"customer": { "name": "Jane", "email": "janecustomer@example.com", "custom_id": "JANE83" },
"channel": "phone",
...
}2. Get feature enabled
Contact your Client Success Manager to have this feature enabled.
3. Use the %extCustomerId% in marketing
A new tab will be made available on the Settings > Marketing page for Referral codes. When custom_id is provided, the settings from this tab will be used. When custom_id is not provided, it will fall back to the Default options.
