Partner Policies Report
This is a report available via the insights module, under the Sales section of reporting. Partner Policies report has been modified, including a name change FROM Partner Policies with Referral Fees. This report now includes policies that have any code used within the term of the policy. The reports consists …
Adding a building in podium
If your referral partner has multiple buildings that they look after. You can add those buildings in podium and attach a code to them. Here is an example of one we have set up: So, in the above example, ABC Property Management look after a building called 27 Test Ave (which is on 27 Templebow Way NE, Cal…
How to modify partners or codes in podium
There is a separate article for creating partners and new codes in this help centre - see article : How to create a new partner in podium . In this article we will show you how to modify or edit those existing profiles. Open your partner profile up in podium, their profile will look similar to this: The…
podium FAQs
Can you please explain ‘Payee Type’, in podium? * Individual – This means that we will pay a referral fee for each contact created on the partner and tied to a referral code. When this is selected your codes will be restricted to a single contact and that contact will be paid a referral fee to the bank informa…
How to create a code in Podium
To create a code for a partner, locate the profile in podium and scroll down to the Codes section. You can set up a code to apply a discount OR to just recognize the referral and not apply a discount or neither, just to track leads. A new 'Add Code' window will appear with the following sections: * Co…
Referral Partner setup in podium
In this article we will show the following: * What a referral partner receives and what their experience is once you have set them up in podium. * Emails following certain request being set up (notifications, RECA compliance etc. ) * Setting up a referral partner with no referral fees. * Vouchers for customers…
