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      How to Upload Contacts into Referral Boost

      Easily Add Your Customers and Start Generating Referrals

      Referral Boost allows companies to upload their customer contacts into the platform to generate a unique, personal referral link for each person. These links can be shared via email, SMS, or embedded into marketing automations, enabling seamless referrals and tracking.

      You can upload contacts using:

      • A manual entry form (great for small batches)
      • A CSV bulk upload
      • An API integration (ideal for automation)

      Upload Contacts via the Advocator Dashboard

      Option 1: Add a Single Contact

      To manually add one contact:

      1. Go to the Contacts tab within Referral Boost.
      2. Click “Add Single Contact.”
      3. Fill in the required fields:
        • First Name
        • Last Name
        • Email Address
      4. Click “Save” to add the contact.

      Once saved, the contact will appear in your list with their personal referral link.

      Option 2: Import from CSV

      To upload a list of contacts all at once:

      1. Go to the Contacts tab.
      2. Click “Import CSV.”
      3. Choose your file and upload it.
      4. Match each column in your file to the correct field in the system:
        • Required: First Name, Last Name, Email
        • Optional: Phone Number, Sales Rep Email
      5. For any columns you don’t need, select “Ignore Column.”
      6. Click “Upload.”

      Your file will be processed, and you'll be able to track its progress.


      Uploading Contacts via API

      If you want to automate the referral process, you can integrate your systems with the Referral Boost API to:

      • Automatically upload new customers as contacts
      • Instantly retrieve each customer's personal referral URL
      • Display the link in your CRM or email campaigns

      This method is ideal for companies who want to scale or streamline the referral process without requiring manual uploads.

      Purpose of the API

      The Referral Boost API is designed to support fully automated contact enrollment into your referral program. By setting up the API integration, you can:

      • Instantly generate a personal referral link for each new customer after signup
      • Build referral features directly into your app or CRM
      • Trigger referral-related messaging as part of your customer journey

      How it Works

      1. When a new customer signs up or completes a transaction in your system, make an API call to create the contact.
      2. Once created, retrieve their personal referral URL via a second API call.
      3. Use the link however you want—send it in a confirmation email, embed it in a dashboard, or push it via SMS.

      Endpoints

      Create Contact
      POST /api/v1/referral-boost/contacts
      This creates a new contact and triggers personal link generation.

      Get Contact Links
      GET /api/v1/referral-boost/contact-links
      This returns a contact's unique referral URL.

      View the full API documentation here: Referral Boost API Docs – Contacts


      View Import History

      After uploading, you can check the status of your import:

      1. Click on the “Import History” tab.
      2. Review how many contacts were uploaded successfully and whether any errors occurred.
      3. Click “Actions” to see a detailed report of each contact in that file, including specific reasons for any upload failures.

      Edit a Contact

      To update a contact’s information after upload:

      1. Go to the Contacts tab.
      2. Click the pencil icon next to the contact’s name.
      3. Make your edits (name, email, phone, or assigned rep).
      4. Click “Save.”

      You can update any field or add missing information at any time.