The Create Member page allows you to create a new member profile on behalf of a Customer who is not a part of your referral program yet, but would like to participate by becoming a member and sending referrals. It is important to note that the member does not receive a welcome email informing that they’ve joined the referral program.
To create a member on behalf of a Customer:
- On the right side navigation bar, click on “Members” and click on “Create”.
- Enter values for all required fields. Fields with an asterisk are required.
- Click “Create Member” to create the Member.
After the member is created, and you haven’t checked “Create Another”, you will be taken to their Member Page.