ZINFI Referral Management is a cloud-based module designed to streamline and automate the process of managing affiliate and partner referrals. It enables organizations to allow affiliate partners to register referrals either manually or automatically via links and advertising, map each referral to a specific commission structure, and set up business rules for approval flows. The module supports custom price books, multi-currency pricing, detailed account management, and instant commission calculation, reducing administrative overhead and increasing transparency in partner-driven sales programs.

Key Features

Referral Pricebook Management Configure custom price books and commission rates for affiliates and resellers.

• Pricebook-level and product-level commission rates
• Multi-currency pricing and commission support

My Affiliate Account Management Manage affiliate user and partner account details with granular access controls.

• User and account details management
• Profile-based access rights

Referral Registrations Quickly register referrals and automate commission calculations and approval processes.

• Single-page referral registration form
• Instant earned commission calculation
• Supports single- and multi-level approval flows

Integration with Other Modules Works with product details and commission management for full referral-to-reward automation.

• Marketplace integration for partner sales
• Automated commission assignment

Benefits

Increased Efficiency Automates referral registration and commission processes, reducing manual work.

• Saves time for both partners and internal teams
• Minimizes errors in commission calculations

Greater Flexibility Supports custom commission structures and multi-currency operations.

• Tailors incentives to different partner types or regions
• Adapts to complex partner ecosystems

Transparency and Control Provides clear workflows and access management for partner accounts.

• Ensures accurate tracking of referrals and commissions
• Enables secure, role-based access to sensitive data