FAQ - Frequently Asked Questions
Welcome to the knowledge base FAQ, a general FAQ that incorporates frequently asked questions that may help you without needing to reach support.
- FAQ - Frequently Asked Questions
- FAQ - Apple Developer
- FAQ - XTRM
- FAQ - Referrals & Products
- FAQ - GTR App & Dashboard Features
Getting Started
This Playbook has a lot of information, and will be your go to source for moving through the process of creating a successful Referral Program!
See all articlesGTR Video Library
Tired of reading articles? GTR has created a catalog of videos catered to important process' in order for your team to be fully trained with GTR
- Dashboard Training 1 - General Settings
- Dashboard Training 2 - Referral Payout
- Dashboard Training 3 - Adding SalesReps
- Dashboard Training 4 - Advocate Referral Management
- Dashboard Training 5 - Referral Program Resources
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CRM Integration
How to Integrate your CRM.
- CRM Integration Form Preview
- Zapier x GTR Integration
- How do I integrate my CRM?
- CRM Integration Overview
Apple Developer
Instructions to enroll you Apple Developer account, and add GTR as as Admin.
- Apple Developer Enrollment Instructions for Web/Desktop
- Apple Developer Enrollment for The Apple Developer App on Apple iPhone/ iPad
- Individual and Organization Enrollment - Apple Developer Program
- Apple Dev- Accepting New Terms & Conditions
XTRM
In order to use the Advocator wallet, you must go through an XTRM onboarding process that is separate from GTR. Instructions and Tips here.
- Advanced Services Submission - XTRM
- Linking Bank Account for ACH Funding - XTRM
- XTRM Manual ACH Debit Linking Process
- Status of ACH Payments in XTRM
- Utilizing XTRM for Advocator Wallet
Referral & Product Management
Configure your Referrals based on the Products you offer
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Advocator Payouts & Wallet
The Advocator Wallet is a great feature for Paying out Advocates, Tracking transactions, & much more. Check out the use cases and tutorials here!
- Customizing Payouts for Advocates
- Manage App Labels for Referral Payouts
- Advocator Pay in the Advocator Wallet
- View & Manage Pending Payments
- Manually Sending Money to an Advocate
Sales Rep & Sales Managers
GTR has enabled any Company Admin to manage their own Sales Reps & managers with permissions, features etc. Use Cases and Tutorials are located here!
- How to activate, deactivate & remove Sales Reps
- Giving SalesRep Dashboard Permissions
- How to Import Sales Reps Individually and in Bulk
- Advocate SalesRep Management
- Sales Managers
Email & Messaging Management
Email & Messaging Management enables you to add/edit email templates that you send to Advocates emails & phones! Check out the use cases and tutorial!
- Manage Email Notification Settings
- Changing Automated System Email Name
- Email Merge / Token Fields
- Find and Customize your Email Template
- Messaging Templates for Phones
Editing Referral Landing Page - Share Link Design
- Customize the Referral Landing Page
- Lead Advocate & Referral Page - Setting Cannot be Displayed Error
- Lead & Advocate Referral Page - New Features
How to Engage with Push Notifications for Project Stages
A big incentive for Advocates to download the application is staying updated via push notifications. Check out the use cases and tutorials here!
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Advocator Dashboard Administration
Helpful Tips and Instructions on Dashboard Tab usage.
- Advocate Dashboard Management
- How to login to your Advocator Dashboard
- Notification Settings
- Forgot / Reset Password Instructions
Customizing your App Dashboard
New UI settings options in the Admin Dashboard that will let you customize the application instantly! Check out the use cases and tutorials here!
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Project Management Stages
Project Management Stages are meant to deliver push notifications and emails to a current customer as their project reaches new milestones.
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Messaging Tab
Messaging feature is a useful tool for in office administration; in which Company Admins can message Advocates to their application.
See all articlesReview Portal
- Review Portal Tutorial - Part 1: Configuring your Review Portal 🛠️
- Review Portal Tutorial - Part 2: Using your Review Portal ⭐
- Review Portal User App Flow📱
