Create a customer advocacy hub that rewards referrals. Atty drafts your portal from project context. Review, publish, and grow word-of-mouth with Attain OS.
Your happiest customers are your best sales team. But turning their goodwill into a steady stream of referrals requires more than a thank-you email — you need a dedicated Referral Portal where advocates can share their unique link, track rewards, and feel part of your brand’s growth.
With Attain OS, you skip the toolstack chaos. Instead of juggling a landing page builder, a reward tracker, and a form tool, you get one all-in-one system. Atty, your built-in AI agent, drafts the entire portal from your project context — you review, add your brand touch, and publish. No coding, no integrations, no monthly subscriptions for three different services.
A home-cleaning company wants to reward customers who refer neighbors. They use Attain OS to create a Referral Portal with a simple form for the referrer and referee details, a dashboard showing earned credits, and a thank-you message. Atty drafts the page from their brand colors and service area — no design skills needed.
An online boutique sees repeat buyers but no structured referral system. Using Attain OS, they build a portal where advocates log in (via People app), see a unique referral code, and track how many friends have used it. Atty generates the portal copy and a reward tier table from the store’s product catalog.
A B2B consultant wants to turn long-term clients into referral partners. With Attain OS, they create a private portal that explains the referral process, showcases case studies (from Documents), and includes a form to submit leads. Atty drafts the page using notes from past client wins.
Open the Notes app and jot down the key details: reward type (discount, gift, cash), referral link structure, and eligibility rules. Atty will use this context to draft the portal.
In the Content Creator app, type: 'Create a Referral Portal based on my notes.' Atty generates the entire page — headline, hero section, how-it-works steps, form fields, and reward table — styled with your brand settings from the Dashboard.
Read through Atty’s draft. Tweak the language, swap in your logo, and adjust the reward wording. The portal is already built with apps like Forms (for referral submissions) and Customer Management (to track advocates).
Once reviewed, publish the Referral Portal. Share the link via WhatsApp + Atty or email (from the Emails app). Advocates can access it on any device — no separate login needed if you use the People app for access.
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
1. Share your unique referral link with friends. 2. They make their first purchase. 3. You get $20 credit — no limit on referrals!
Track your referrals, see pending rewards, and view your earned credit balance — all in one place.
Enter your friend’s email below, and we’ll send them a personalized invite with your referral link.
Use the People app to assign each advocate a custom ID, then include that in the link. Atty can draft a simple rule in the portal to generate links on the fly — no coding required.
Yes. The Customer Management app logs each referral submission (via Forms), and you can manually mark rewards. Atty can create a dashboard view that shows pending and fulfilled rewards.
Absolutely. Attain OS pages are responsive, so advocates can access the portal from their phone. They don’t need to download an app — just a browser.
Yes. Use the People app to grant access to specific contacts. The portal can be private, requiring login (via email or WhatsApp) before viewing the referral details.
