> ## Documentation Index
> Fetch the complete documentation index at: https://magicads.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Referral System

> Let your users bring in new customers and earn along with you with the help of Referral System integrated into Magic Ads

<Warning>Referral System is part of SaaS features, hence it requires you to have Extended License</Warning>

## Referral System configuration

To active **Referral System** and let your users earn along with you, follow the steps listed below.

<Steps>
  <Step title="Step 1">
    After you have installed and activated **SaaS Business** extension, go to **Finance Management** tab and click on **Referral System** tab in the list.
  </Step>

  <Step title="Step 2">
    Once you are on the **Referral System** page, the **Setup Referral System** section is the place that you need configure as needed.
  </Step>

  <Step title="Step 3">
    1. To let your users be able to refer their friends, turn on the **User Referral System** checkbox
    2. Under **Referral Policy**, set if you want to count only **First Purchase** of the referred person, or **All Purchases**
    3. Under **Commission Rate** field set `%` of how much commission you want to return to your users for referring his friend (% of the purchase made by the referred user)
    4. Under **Minimum Payout Threshold (USD)** you can set a minimum value for users to request payout for their earned commissions.
    5. Once you are done with settings, click on **Save** button.

    <img src="https://mintcdn.com/magicads/IBtucosPyb4q0zfk/images/saas/referral/referral-1.png?fit=max&auto=format&n=IBtucosPyb4q0zfk&q=85&s=d7958d4669c0c36a0a296344e098d16b" width="447" height="805" data-path="images/saas/referral/referral-1.png" />
  </Step>

  <Step title="Step 4">
    You can also track all referred payments under **Payment Referrals** table, there you get access to each trasaction along with information on who was the user referring and refferred user, etc.

    <img src="https://mintcdn.com/magicads/IBtucosPyb4q0zfk/images/saas/referral/referral-2.png?fit=max&auto=format&n=IBtucosPyb4q0zfk&q=85&s=88717eb39275fbc1a2bfb4443f669358" width="885" height="279" data-path="images/saas/referral/referral-2.png" />
  </Step>

  <Step title="Step 5">
    You can also see your top referrers under **Top Referrers** table

    <img src="https://mintcdn.com/magicads/IBtucosPyb4q0zfk/images/saas/referral/referral-3.png?fit=max&auto=format&n=IBtucosPyb4q0zfk&q=85&s=c1400c782aa69f5f92c1c0d904cffe2f" width="877" height="253" data-path="images/saas/referral/referral-3.png" />
  </Step>
</Steps>

<Check>
  Congratulations! You now have completed setting up your Referral System.
</Check>

## Referral System Payouts

Whenever user exceeds the minimum payout threshold on their account, they can request a payout from your side, they can either request a **Paypal** or a **Wire Transfer** payment based on which option they select and provided relevant paypal of bank information.

All the requests from users are stored under **Finance Management** -> **Referral Payouts** tab in the **Admin Panel**.

From here you have full control to **approve/process/decline** the payout requests.

<img src="https://mintcdn.com/magicads/srGibq66qvweFJdz/images/saas/referral/referral-4.png?fit=max&auto=format&n=srGibq66qvweFJdz&q=85&s=db575bd9c9ba417d097cb5ea9403a67d" width="1358" height="398" data-path="images/saas/referral/referral-4.png" />

## How it Works for User

Here how it works for your users

### Invite friends

After you have enabled **Referral System**, all users will see **Affiliate Program** tab appear in the **User Panel**.

1 - From there, they can either share **Referral Link** directly with someone

<img src="https://mintcdn.com/magicads/srGibq66qvweFJdz/images/saas/referral/referral-5.png?fit=max&auto=format&n=srGibq66qvweFJdz&q=85&s=0cf3939939d9b8983a0344b9f749b481" width="461" height="101" data-path="images/saas/referral/referral-5.png" />

2 - Or, they can invite directly via email their frieds.

<img src="https://mintcdn.com/magicads/srGibq66qvweFJdz/images/saas/referral/referral-6.png?fit=max&auto=format&n=srGibq66qvweFJdz&q=85&s=bd64cf9fd28db712a28a8f2b617c6851" width="512" height="132" data-path="images/saas/referral/referral-6.png" />

<Warning>Make sure that you have properly configured SMTP settings in the Magic Ads's Admin panel, otherwise your users will not be able to send invites</Warning>

### Payout Method Configuration

On that same **Affiliate Program** page, your users can configure their preferred payout methods along with required information.

<img src="https://mintcdn.com/magicads/srGibq66qvweFJdz/images/saas/referral/referral-7.png?fit=max&auto=format&n=srGibq66qvweFJdz&q=85&s=0f3c9c2c979460aa713343f165965917" width="548" height="482" data-path="images/saas/referral/referral-7.png" />

### Change Referral ID Name

Magic Ads also allows your users to change their **Referral IDs** to a custom ones, and then share it accordingly with their friends.

To change Referral ID, go to **My Accounts** page in **User Panel**, and under **Personal Details** section, click on the `Edit`button next to your `Referral Id`, change as needed.

<img src="https://mintcdn.com/magicads/srGibq66qvweFJdz/images/saas/referral/referral-8.png?fit=max&auto=format&n=srGibq66qvweFJdz&q=85&s=2385a43c85fdea9674da11b346a5ed47" width="331" height="225" data-path="images/saas/referral/referral-8.png" />
