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The Referral Hub is where you create and manage referral programs that let your existing customers refer new prospects. Navigate to it from Workflows → Referral hub in the left sidebar.

The three tabs

Programs — all your referral programs. This is the default view. Click Create referral program (top right) to add a new one. Leads — all prospects submitted through your referral programs. Each lead shows the prospect’s name, company, the referrer who invited them, the source program, created date, and last status change. Referrers — the customers actively referring prospects through your programs. Click Invite affiliate (top right) to manually invite someone to become a referrer.

Program types

When creating a referral program, you choose between two types: Public program — any customer with the link can join and start referring. Best for broad, open referral programs. Affiliate program — a more structured program, typically used for partner or affiliate networks.

What each program tracks

Each program card shows four key metrics:

Lead statuses

As leads move through your pipeline, their status updates accordingly:

Self-registration

Each referral program has a link that customers can use to self-register as referrers. When a customer visits the link, they can sign up to participate in the program without needing a Deeto invitation. How the link works depends on the program type:
  • Public program — a single shared link for the program. Anyone with the link can join and start referring.
  • Affiliate program — each referrer gets their own unique personal link. This lets Deeto track which referrer brought in which leads, and ensures rewards go to the right person.
You can copy a program’s link from the program card. This self-registration flow is designed for customers who want to actively refer prospects and earn rewards. It operates separately from the standard reference onboarding process.

Program statuses

One program can be marked as Default — this is the program used when no specific program is specified in a referral link or integration.

Rewards

Referral programs connect to Deeto’s rewards engine. When a referred lead qualifies or converts to a won opportunity, the referrer can automatically receive their reward. See the Rewards Program Guide for setup details.

Support

Contact your Deeto Customer Success Manager or email support@deeto.ai.