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      1. Knowledge Base
      2. Getting Started

      Get the Referral Onboarding Checklist

      All items considered necessary and extremely important in supporting the launch of your custom branded application and referral program powered by GTR. If you have any questions, please look to utilize the Knowledge Base or reach out to GTR.

      1-Apr-01-2022-04-39-41-38-PM
      XTRM.com - Company Basic & Company Advanced Submission See Guide Here

       

      2-Apr-01-2022-04-39-41-50-PM

      GTR Dashboard:

      Settings → General Settings & Contact Us

      		 See Guide Here 

       

      3-Apr-01-2022-04-39-41-51-PM

      GTR Dashboard:

      Settings → Product

      		 See Guide Here

       

      4-Apr-01-2022-04-39-41-57-PM

      GTR Dashboard:

      Settings → T&C and Privacy Policy

      		 See Guide Here

       

      5-Apr-01-2022-04-39-41-55-PM

      GTR Dashboard:

      Email Marketing → Email Templates → ‘Welcome Email to Advocate’ template

      Email Marketing → Email Templates → ‘New Referral Contacted by Company’ template

      		 See Guide Here 

       

      6-Apr-01-2022-04-39-41-47-PM

      GTR Dashboard:

      Email Templates → See ‘Invite Contacts to Become Advocate’ template

      		 See Guide Here

       

      GTR Dashboard:

      Sales Reps. → All → Add New → Make sure to select ‘Add Sales Rep. as Advocate’ when filling out the credential -

      Please wait till the app. Is live

      		 See Guide Here

        

      8-3

      GTR Dashboard:

       

      Advocate Registration Form: Settings → Share Link Design See Guide Here -

       

      See Guide Here 
      Referral Web Page: Settings 

      → Manage Referral Webpage

      		 See Guide Here

      QR Code: Generate QR Code tab

      		  See Guide Here