We wanted to present the crucial requirements for the referral module. We would like your team to assess this proposal to be fair business, in good and advantageous business for your business to be competitive and advantageous with market rates, and within good business practice for, now considered, standardized outsourcing models for our advisers and stakeholders.
I letter labelled each requirement for this module, to clearly identify the requirements.
A. The referrer customer will have a page after they login to see the success of their referrals
B. The referrer vendor will have a page after they login to see the success of their referrals
Admin will have a control panel for the points each referral activity will earn and the referral prize. Please see the table below.
There are different for audiences for the Referral module. I have numbered for easier reference and labelled the requirements with blue colored font.
1. Develop a control panel to control the limit increases from set baseline limits.
C. Referral tracking is done by Referral Code
D. There will be a input field on the sign up pages/UIs for the Referred to enter their Referral Code ([url removed, login to view],
E. by each new sign-up referral, UNTIL IT HITS THE PER TRANSACTION LIMIT (Admin is able to set the reward per such a transaction in the rewards control panel)
F. by each referral that does a transaction, UNTIL IT HITS THE PER TRANSACTION LIMIT (Admin is able to set the reward per such a transaction in the rewards control panel)
G. by each users history of past transactions / Total sent (Admin is able to set the reward per such a transaction in the rewards control panel)
H. Develop pages for users can see the success of their referrals (credits earned to the transaction limit) and the aggregate limit increases based on their referrals, for
a. AGILE Remit user
b. Referral partner
I. All users will have the same starting send limit of $500 per transaction and the daily limit is $2000.
J. For each referral of a new signup, the user that did the referral (referrer) is credited an increase of
1. their per transaction limit by $200 TOWARDS THE HARD DAILY CAP of $875 (after the user reaches $875, the daily transaction cap is removed)
2. daily limit by $1000 TOWARDS THE DAILY LIMIT of $9995
K. For each, referral that does an order
3. this pushes their per transaction limit by $1000
4. daily limit by $3000 TOWARDS THE MONTHLY LIMIT of $20000
L. Referrals through [url removed, login to view] are tracked with a referral code (admin can set the code in the [url removed, login to view] send out email)
M. Have a referral code for others to enter on the homepage transaction panel and other transaction panels
a. by other AGILE Remit users
b. by vendors
N. Set a Daily Limit increase control by aggregate by
1) # of past transactions, and
2) Volume that they have sent since the beginning if starting their account
O. Set Limit increases control by # of referrals they do (as customers) by their referral code
P. Set Limit increases control by # of referrals they do (as a vendor) by their referral code
Q. Admin to have internal page to see
a. all referrals,
b. number of referral success,
c. kind of referrals that got users to sign up,
d. kind of referrals that got users to sign up and then order,
R. Set the per transaction, daily and monthly limit increases for each of these
g. Twitter, d
h. Email referral
The advertising through
a. Google Adwords,
b. customer [url removed, login to view] referrals, and
c. Merchant referral code referrals
will be focused on the countries of Africa for R1 and R1.1.
The control panel should by like the attached Excel file’s table. Please refer the attached Excel file.