Proof

Create and Share Referral Campaigns for Organizations

Referral campaigns in Proof allow organizations to create and share branded, shareable referral links—either via their account or API—that direct customers to Proof's signer upload page, with customizable payment settings (signer pays or organization pays), and transactions completed through these links are independent of the organization's account unless created via API with a redirect to the organization's EasyLink.

The short answer: Referral campaigns generate shareable links to refer customers to Proof independently from your organization's account.

Read Manage referral campaigns to learn how to manage these links, and read Referral Partner Terms for full terms and details.

For information about referrals for individual Proof account holders, see Refer a friend and earn credits for notarizations.

How It Works

Referral campaigns can be created directly in your account or via the API. Campaigns created in your account automatically redirect to the Proof retail signer upload page. Campaigns created by your team appear on the Referral campaigns page.

Transactions completed with referral links are not associated with your account. If you want access to the completed transaction, create the referral via the API with a redirect to your hosted EasyLink.

Branding

Referral campaign landing pages can match your existing branding if you have custom branding set up. When you create the campaign, choose whether to use your organization's branding or Proof's default branding for the landing page.

Transaction Payment

Each referral campaign has its own settings for who pays for the transaction.

  • The signer: Creates a link that allows the signer to use and pay for their own transactions. The same link can be reused until you deactivate the campaign.
  • My organization: Generates a unique single-use link for every transaction to prevent your link from being reused.

Create a Campaign

To create a referral campaign, log in to your Proof account and complete the steps below.

  1. 1.Click Tools from the navigation panel on the left.
  2. 2.Select Referral campaigns from the Tools page menu.
  3. 3.Click the Create new campaign+ button in the upper right corner.
  4. 4.Type a campaign name (only visible to you and your team).
  5. 5.Select the radio button next to the desired branding option:
    • Yes, use my organization's branding
    • No, I want to use Proof default branding
  6. 6.Select the radio button next to the desired payment option:
    • The signer
    • My organization
  7. 7.Click Create campaign.

Share a Campaign

To share a referral campaign, follow these steps to access the share options, then choose your preferred sharing method below.

  1. 1.Click Tools from the navigation panel on the left.
  2. 2.Select Referral campaigns from the page menu on the left.
  3. 3.Click the 3 vertical dots next to the campaign you want to share.
  4. 4.Select Share referral link.
  5. 5.Choose your preferred sharing method using one of the options below.

Email

  1. 1.Select the Email tab from the share options.
  2. 2.Type the email address of the person you'd like to send the link.
  3. 3.Click Send email.

URL

  1. 1.Select the URL tab from the share options.
  2. 2.Click Copy URL.
  3. 3.Share the URL as desired.

QR Code

  1. 1.Select the QR code tab from the share options.
  2. 2.Click the button to download the QR code in the desired format (.PNG or .SVG).

The file downloads to your local device.

Summary Checklist

  • Go to Tools → Referral campaigns → Create new campaign+ to set up a new campaign.
  • Choose your branding and payment settings, then click Create campaign.
  • Share your campaign link via email, URL, or QR code from the campaign's 3-dot menu.

Still Unsure?

Our support team is happy to help. Submit a support request or chat with us from any page in the app.

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