The Member Referrals feature in Optix lets you reward members who refer new users to your space. Each account is automatically assigned a unique referral code that can be shared with others. When a referred user signs up using that code and later pays their first invoice, Optix can trigger an automation to reward the referrer — whether that's allowance, invoice credit, or any other action you configure.
With Member Referrals, you can:
Grow your community organically: Encourage existing members to bring in new users through word-of-mouth
Reward loyal members: Automatically give referrers allowance, invoice credit, or other incentives when their referrals convert
Track referral activity: See which members are referring others and which referral codes are being used
Automate the entire process: Use Automations to handle rewards without any manual work
How Member Referrals work
How Member Referrals work
Member Referrals connects three key pieces: referral codes, signup tracking, and automation triggers.
1. Every account has a unique referral code
Each account in Optix is automatically assigned a unique referral code. This code is a short, human-readable string (e.g., ABC-1234) that members can share with others. Referral codes are visible to admins in the user's account panel in the dashboard.
2. New users sign up with a referral code
Referral codes can be entered by new users across multiple Forms, including Sign-up, Tour, Drop-in, and Inquiry forms, as well as on mobile. When a new user enters a referral code during signup, Optix stores that code on the new user's account as the used referral code. This creates a link between the new user and the person who referred them.
3. Payment triggers an automation
When the referred user pays an invoice, the Referral revenue generated automation trigger fires. This trigger enrolls the referring account (not the referred user) into the automation, allowing you to reward them automatically.
Note: By default, the trigger fires each time the referred user pays an invoice. You can use the re-enrollment setting to control whether the referrer is enrolled once or multiple times.
How to find and share referral codes
How to find and share referral codes
Admins can view referral information for any user in their dashboard:
Navigate to Users from the left-hand menu
Click on a user to open their profile
In the Details section, you'll see two fields:
Referral code — This user's unique code that they can share with others
Used referral code — The code this user entered when they signed up (if any), indicating who referred them
Note: Referral codes are currently visible to admins in the dashboard and via the API.
How to set up a referral reward automation
How to set up a referral reward automation
To automatically reward referrers when their referrals convert:
Go to Automations from the left-hand menu
Click New Automation and select Start from Scratch
Choose the trigger: Referral revenue generated
Add the actions you want to perform for the referrer, such as:
Add allowance — Grant the referrer a fixed amount of credit or allowance
Add allowance (percentage of revenue) — Grant the referrer a percentage of the referred user's paid invoice
Add invoice credit — Apply a credit to the referrer's next invoice
Send email or message — Notify the referrer that their referral has converted
Create task — Create an admin task to follow up with the referrer
Save and activate your automation
Note: Use the percentage of generated revenue option with Add allowance to create a commission-style reward. For example, setting 10% means if the referred user's invoice is $200, the referrer receives $20 in allowance.
Note: A new automation variable — Account referral code — is available for use in email and message templates. Use it to include the referrer's code in automated communications, making it easy for them to continue sharing.
FAQs
FAQs
Who gets enrolled in the referral automation — the referrer or the referred user?
The referrer (the person who shared their code) is enrolled in the automation. The referred user's invoice payment is what triggers it, but the automation actions are performed on the referrer's account.
Can I also reward the referred user?
The "Referral revenue generated" trigger is designed to reward the referrer. To reward the referred user, you can create a separate automation using a trigger like New Active User or New Plan, combined with a condition that checks for the presence of a used referral code. You can then use actions like Add allowance or Add invoice credit to reward them.
Where can users enter a referral code?
Referral codes can be entered on the Sign-up, Tour, Drop-in, and Inquiry Forms, as well as on Mobile App.
Does the trigger fire every time the referred user pays an invoice?
By default, the trigger fires each time the referred user pays an invoice. You can use the re-enrollment setting to control whether the referrer is enrolled once or multiple times.
What format are referral codes?
Referral codes are short, human-readable strings based on the account name (e.g., ABC-1234). They are generated automatically for every account.
Can I customize or change a user's referral code?
Referral codes are generated automatically by the system and cannot be manually changed at this time.
Can users see their own referral code in the app?
Referral codes are currently visible to admins in the dashboard and via the API. App-level visibility for members may be added in a future update.
What does "percentage of generated revenue" mean in Add allowance?
When using the Referral revenue generated trigger, the Add allowance action supports a special option to grant allowance based on a percentage of the referred user's paid invoice total. For example, if set to 10% and the invoice is $500, the referrer receives $50 in allowance.
Troubleshooting
Troubleshooting
The referral automation didn't trigger after the referred user paid.
Confirm the referred user has a used referral code on their account — this must be entered during signup via one of the supported Forms
Verify the automation's re-enrollment setting allows the referrer to be enrolled again if they've already been enrolled previously
Ensure the referring account exists in the same organization
Check that the automation is active and not paused
The referrer didn't receive their allowance or credit reward.
Check the automation enrollment history to confirm the referrer was enrolled
Verify the Add allowance or Add invoice credit action is configured correctly
If using percentage of revenue, confirm the referred user's invoice had a non-zero total
I don't see the "Used referral code" field on a user's profile.
This field only appears if the user entered a referral code during signup. If they signed up without one, this field will be empty
The referral code is not showing on a Form.
Ensure the referral code field is enabled for the relevant Form (Sign-up, Tour, Drop-in, or Inquiry) in your dashboard settings