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When a business approves you as a referral agent, you gain access to everything you need to start promoting their product: a unique referral link, a referral code, and a full library of approved marketing materials. These tools are designed to make your promotion accurate, compliant, and attributable. Every click, lead, and paying customer that flows through your link is tracked back to you — so the work you put in is always credited to your account.

Referral Code

A short alphanumeric identifier unique to you within this program (for example, AGENT123). You can mention this code verbally or in written content, and prospects can enter it manually during signup if they did not click your link directly.

Referral Link

A full URL that includes your referral code as a parameter. Sharing this link is the primary method of attribution. Any signup that originates from a click on this link — within the attribution window — is credited to you automatically.
To find both in your dashboard, go to [Business Name] → Referral → My Links. You can copy your link from there at any time.

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How Attribution Works

When someone clicks your referral link, Refairn records the click and sets a first-touch attribution marker on that prospect’s session. Here is what happens step by step:
1

Click Recorded

The prospect clicks your referral link. Refairn logs the timestamp and associates the click with your referral code. A cookie is set in the prospect’s browser with a 90-day expiry (the default attribution window).
2

Prospect Redirected

The prospect is forwarded to the SaaS product’s signup page. From their perspective, they land directly on the product — your referral link works transparently in the background.
3

Signup Tracked

If the prospect creates an account within the attribution window, the signup is linked to your referral code. This person now appears in your dashboard as a Lead.
4

Payment Confirmed

A lead becomes a Customer only after they make a confirmed payment. Signups that never convert to paid customers do not generate a commission.
5

Commission Created

Once payment is confirmed, a commission is created in Pending status and the 14-day hold period begins. See Commissions & Earnings for the full lifecycle.

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Lead vs Customer: The Key Distinction

StatusMeaning
LeadSigned up through your link. Has not yet made a payment. No commission yet.
CustomerMade a confirmed payment. Commission created and enters the hold period.
Tracking both gives you a conversion view. If you have many leads but few customers, the issue is likely in the product’s signup-to-payment flow — not something you control — but it is worth raising with your business contact.

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Attribution Window

The default attribution window is 90 days. If someone clicks your link today but does not sign up for 60 days, you still receive attribution when they eventually pay — as long as the 90-day window has not expired. A business may set a shorter window in their program settings; check your program’s commission terms to confirm the exact window. First-touch attribution model: Refairn uses first-touch attribution. If someone clicks multiple referral links before signing up, the first valid click receives credit. This protects agents who introduce prospects early in the sales cycle.

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The Marketing Materials Library

Every program comes with a curated library of approved content. Access it at [Business Name] → Resources → Marketing Library.

Approved Product Description

The official, business-approved way to describe the product. Use this as the basis for any written content you create.

Pricing Information

Current pricing tiers and plan details you can share accurately with prospects. Do not quote pricing from memory or external sources.

UGC Prompt Templates

Ready-to-use prompts you can use to create your own social posts, video scripts, or written reviews while staying within approved claims.

Demo Scripts

Step-by-step scripts for walking a prospect through a product demo. Useful for live calls, screen shares, or recorded walkthroughs.

Social Post Templates

Pre-written post copy for LinkedIn, X, Facebook, and other platforms. Customise the framing but do not alter the product claims.

FAQ

Answers to the most common prospect questions, written and approved by the business. If a prospect asks something not covered here, escalate rather than guessing.

Prohibited Claims List

A specific list of statements, comparisons, or promises you must never make about the product. Read this carefully before creating any content.

Commission Terms

Your exact commission rates and payout rules for reference.

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How to Use UGC Prompt Templates

UGC (user-generated content) prompt templates are structured starting points for content you create in your own voice. A typical template might look like:
“Share your experience recommending [Product] to a client. Describe the problem they had, how [Product] solved it, and the result they saw. Keep it under 90 seconds.”
The template gives you a safe framework — the approved narrative arc — while leaving the specific words, tone, and personal story to you. This keeps your content authentic and your claims compliant at the same time. You can use UGC prompts for:
  • Short-form social videos (Instagram Reels, TikTok, YouTube Shorts)
  • LinkedIn posts or articles
  • Written testimonial-style reviews
  • Email newsletter endorsements
  • Podcast segment scripts
Always include your referral link in the content or a link-in-bio if the platform does not allow inline links.
Only use content and claims from the approved marketing library. Do not promise specific outcomes, earnings, return-on-investment figures, refunds, discounts, or support capabilities that the business has not explicitly approved. Creating your own product claims — even if you believe them to be accurate — is a violation of your partner agreement and can result in suspension from the program. When in doubt, check the Prohibited Claims list or ask the business before publishing.