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Customer Testimonial Software
Win more deals with authentic, approved customer stories
Use customer testimonial software to invite customers to contribute stories and route submissions through approval.
Invite customers to share their story
Ask customers for video, written, or review stories at key moments, so proof builds up faster.
Turn submissions into usable proof
Save hours of editing by routing each submission through approvals before it goes on your website.
Thank customers who share
Reward customers who share with points, perks, or a public thank-you to encourage more stories.
✓ SOC 2 Type IITrusted by 300+ brands
The team has helped us scale the referral program to multiple markets including US, Japan, Australia, Singapore.
As a trusted partner, the Nextbee team has consistently delivered reliable and responsive service in support of Just Energy's digital gift card program.
NextBee delivered the right platform and the right partnership. Their comprehensive solution and collaborative approach helped us grow participation from an original goal of 10% to 35% of our customer base.
If you're looking for a powerful platform to run your loyalty and promotions initiatives, NextBee should be your first choice.
Your vision. A program built around it.
An ROI positive program is not just a buzzword, but a commitment we stand by.
Solutions tailored to your needs
Grow new accounts from inside your product
Run a SaaS referral program that lets customers invite new accounts from inside your product, with double-sided offers such as subscription credit for the referrer and an extended trial for the new account. With B2B referral programs, you can pay rewards in stages as a referral reaches qualified lead, booked meeting and closed deal.
- In-app invite prompts
- Double-sided offers
- Trial-to-paid tracking
- Milestone payouts
- Block self-referrals
Build a bench of references and advocates
Match sales requests to willing customers by product, segment and fit with customer reference management software. Advocates can take on peer calls, case studies and community answers, and built-in limits make sure no one is asked too often.
- Reference request queue
- Advocate profiles and consent
- Advocacy missions
- Advocate fatigue limits
- Recognition and perks
Prove the win rate on reference-supported opportunities
Request a Demo
Collect customer stories your sales team can use
Invite quotes, case study interviews and video stories from happy accounts, with usage permissions and approval routing before anything is published. The same advocate pool supplies webinar and event speakers.
- Quote and video submissions
- Case study interview requests
- Usage permission records
- Approval routing
- Speaker recruitment
Grow reviews on the B2B review sites your buyers use
We support B2B review generation with neutral invitations timed after completed onboarding or product-use milestones. Public review invitations never depend on a positive rating, and customer feedback incentives apply only to private surveys.
- Neutral review invitations
- Post-milestone timing
- Private feedback incentives
- Review site tracking
Drive referrals around launches and quarter-end
Run time-bound contests with leaderboards ranked only on approved qualifying actions. Team challenges work well when whole customer workspaces refer together.
- Qualified-action leaderboards
- Campaign date controls
- Team workspace challenges
- Prize eligibility rules
Ask at the moments users are happiest
Send invitations after onboarding milestones, positive NPS responses, feature adoption or renewals.
Referral invite shown in-app
Personalized share link sent
Referred account starts trial
Attribution recorded
Referrer earns credit
Credited at paid conversion
Turn implementation partners into a referral channel
Agencies, consultants and technology partners get a branded portal to register named prospects, track status and earn staged referral fees as deals progress.
- Partner portal
- Named-prospect registration
- Staged referral fees
- Partner-sourced pipeline
- Fee approval steps
Launch a referral program your team can run
From reward economics to advocate recruitment, our experts set up the program and run QA, launch and monthly performance reviews. Responsibilities are agreed up front, and fraud reviews catch duplicate workspaces and self-referrals before anyone is rewarded.
- Reward economics design
- Qualification rule setup
- Advocate recruitment plans
- Fraud and duplicate reviews
- Monthly performance reviews
Connect referrals to your product, CRM and billing stack
Route every referred prospect to the right owner by account and territory and keep the referrer updated on progress. That is referral lead management without spreadsheets. Product events, Salesforce or HubSpot deal stages and billing events connect to your reward rules through the referral API and webhooks.
- Referral API and webhooks
- Salesforce and HubSpot sync
- Owner routing rules
- Billing event triggers
- Product event hooks
Reduce the time from referral to sales-owner acceptance
Request a DemoMake every order a chance to win a new customer
Shoppers at your DTC brand or online store get a personal offer to share right after purchase, as part of an ecommerce referral program. Friends receive a first-order discount, referrers earn store credit or points, and rewards are paid only after the referred order clears the return window.
- Shareable offer links
- Friend discount plus referrer credit
- Return-window checks
- Second-order bonuses
- Self-referral blocking at checkout
Bring your most loyal shoppers into an advocate community
Invite your most loyal shoppers into an advocate program with missions such as product feedback, early product tests and social shares, and recognize them with perks and early access.
- Advocate missions
- Early product access
- Social share tracking
- VIP recognition
- Advocate profiles
Show real customers using your products
Encourage your customers to submit product stories, photos and unboxing videos through a branded hub. You can create custom usage permissions before content appears on your site or ads.
- Story submission forms
- Photo and video uploads
- Usage permission records
- Brand review before publishing
Earn more product reviews after delivery
Once customers have had time to use the product, a review invitation goes out after delivery. Every buyer gets the same request, and private feedback goes straight to your customer team.
- Post-delivery timing
- Neutral review invitations
- Review request reminders
- Private feedback routing
Increase sharing during peak season
Plan contests around launches, holidays and sale events, with leaderboards based on qualified referred orders. Prizes are awarded only after each purchase is validated.
- Seasonal referral contests
- Qualified-order leaderboards
- Holiday and launch scheduling
- Purchase-validated prizes
Invite referrals on the thank-you page and after delivery
Place referral invitations on order confirmation, order-status and post-delivery moments when shopper satisfaction is highest.
Order confirmed
Thank-you page invite shown
Friend clicks offer link
Referral attributed
Friend's order clears returns
Qualification confirmed
Referrer rewarded
Credit and email delivered
Sell more through affiliates and brand partners
Give affiliates and complementary brands their own referral links and codes, with commission rules, return-window holds and payout tracking.
- Affiliate links and codes
- Commission rules
- Return-window holds
- Partner payouts
- Partner performance view
Plan offers that grow revenue, not just discounts
We model your offer economics against margins, set return-window and coupon rules, and plan each season's campaigns with you. Checks for referral codes posted on coupon sites and for self-referrals protect your margins.
- Offer economics modeling
- Return and coupon rules
- Seasonal campaign planning
- Coupon leakage reviews
- Post-season results reviews
Keep reward cost in proportion to referred order value
Request a DemoPlug referrals into Shopify Plus and your commerce stack
Shopify referral program or BigCommerce referral program map Shopify Plus, BigCommerce, WooCommerce or custom storefront order events to referral rules. Completed buy now, pay later (BNPL) payments can start the same journey, and Klaviyo or Attentive receive referral links for email and SMS.
- Shopify Plus connection
- BigCommerce and WooCommerce
- Order and refund events
- Klaviyo and Attentive sync
- Loyalty points sync
Open new accounts through trusted recommendations
Credit unions and banks can run member get member programs, while insurers and advisors invite policyholders and clients. With a credit union referral program, you can give the new member a funded-account bonus and the referring member a reward, with referrals qualified in stages: account opened, deposit funded, first transaction or insurance policy bound.
- Member referral links
- Funded-account bonuses
- Deposit milestone checks
- Quote-to-bind tracking
- Disclosure text per offer
Track referred accounts opened and funded every month
Request a DemoMake warm introductions easier for advisory clients
Financial advisor referral programs give wealth management, accounting firm and professional services clients a structured way to introduce prospects to advisors. Keep each introduction visible and reviewable with consent checkpoints and milestone records.
- Warm introduction requests
- Consent checkpoints
- Advisor routing
- Client recognition
- Milestone records
Share member stories within your compliance rules
Collect member and client stories with documented consent. Route every testimonial through compliance and marketing approval before it is published.
- Member story forms
- Consent records
- Compliance approval routing
- Publishing rights by channel
Invite neutral reviews after positive service moments
Account onboarding, a resolved support case or a smooth claim can each trigger a neutral review invitation for branch listings, app stores and review sites. Members get the same invitation whether their experience was great or average.
- Branch review invitations
- App store review prompts
- Post-claim timing
- Same invitation for every member
Activate branches and members
Set a campaign window and let members compete. Leaderboards count qualified accounts, not raw invitations, and every branch can see how its members are doing.
- Qualified-account ranking
- Branch participation views
- Campaign windows by branch
- Prize rules reviewed by compliance
Time invitations to positive service moments
Ask for referrals when members are happiest: right after onboarding, when a support case is resolved, after a positive survey, or at policy renewal time in your insurance referral program.
Member completes onboarding
Account active
Referral invite sent in-app
Share link delivered
Friend funds new account
Deposit milestone met
Both members rewarded
Bonus paid after review
Grow through brokers, agents and affinity partners
Bring mortgage brokers, independent insurance agents, CPAs and affinity partners into your program with their own referral portal. You pay referral fees only under approved agreements, after your team has reviewed each one.
- Broker and agent portal
- Affinity partner links
- Approved fee agreements
- Agency attribution
- Partner reporting
Design programs your compliance team can approve
Your compliance and marketing teams work with ours on offers, disclosures and qualification stages, and everything is tested before launch. We also check for duplicate identities and bonus abuse before anyone gets a reward.
- Offer and disclosure design
- Compliance review support
- Qualification stage setup
- Bonus abuse reviews
- Quarterly program reviews
Keep duplicate-account and bonus-abuse rates in check
Request a DemoMap referrals to core, CRM and app events
Let account events from your core, digital banking app or CRM qualify referrals automatically. Payment apps and neobanks get fintech referral software that fits their flows, and approval history stays ready for compliance reviews.
- Account event mapping
- Mobile app hooks
- CRM and agency routing
- Approval workflows
- Audit history
Let guests invite new guests
Fill more seats and rooms with a restaurant referral program or hotel guest referral program built for restaurant groups, QSR chains, hotel groups, resorts and travel brands. New guests get a first-visit offer or member room rate. Referrers earn points or dining credit once the friend dines, checks out or completes a trip.
- Guest invite links
- First-visit offers
- Completed visit and stay checks
- Location and property attribution
- One reward per new guest
Fill tables and rooms with guests your regulars send you
Request a DemoTurn regulars into advocates for every location
Your regulars already talk about you. Give your most loyal diners and travelers simple missions, like hosting a group booking, sharing a new menu or joining a tasting event, and thank them with perks.
- Regular guest advocates
- Advocate missions
- Group booking hosts
- Event invitations
- Perks and recognition
Turn great experiences into guest stories
Turn great stays and meals into guest stories. Guests share photos and trip moments tied to a location or property, and the right manager approves each one before it appears in your marketing.
- Guest photo submissions
- Trip and dining stories
- Manager approval routing
- Guest photo permissions
Request neutral reviews after every visit and stay
After checkout, a meal or a finished tour, send every guest the same review invitation for that location's listing. Private feedback goes to the property team.
- Post-visit timing
- Location listing routing
- No filtering by guest score
- Private notes to property teams
Fill slow nights and off-season dates
Get more guests during non-peak hours, support new location openings and boost off-season travel with time-limited contests. Keep everyone involved with location and property leaderboards.
- Slow-night referral pushes
- New location openings
- Off-season campaigns
- Location leaderboards
- Completed-stay prize checks
Prompt guests at the table, at checkout and after the trip
Put QR codes on tables and receipts so guests can refer friends on the spot. Then follow up after digital orders, at hotel checkout and after five-star survey responses.
Guest scans QR on the receipt
Location captured
Friend books a first visit
Referral attributed
Visit or stay completed
Qualification met
Referring guest rewarded
Points and email delivered
Win group bookings through travel advisors and local partners
Work with travel advisors, event planners, concierges and corporate partners who send you group bookings and events through their own links and codes. Their commissions are paid after the stay or event is completed.
- Travel advisor links
- Event and group booking codes
- Completed-stay commissions
- Partner performance view
- Partner payouts
Roll out guest referrals across every location
Before rollout, we give each region guest offers, location rules and staff guidelines it can use from day one. Staff exclusions and cross-location limits keep guest referrals honest.
- Guest offer design
- Location rollout plans
- Staff guidelines
- Staff exclusion rules
- Monthly location reviews
Know which guests bring in the most new business
Request a DemoSync referrals with POS, ordering and booking systems
Visits and bookings from your restaurant POS, online ordering apps, booking engines and property management systems count automatically toward referral rewards and your guest loyalty program.
- Restaurant POS connections
- Online ordering apps
- Booking engine and PMS hooks
- Loyalty points sync
- Guest CRM sync
Win more jobs from neighbor recommendations
Neighbors trust neighbors. With a home services referral program, HVAC, plumbing, electrical, roofing, solar, pest control and cleaning brands can turn every finished job into the next one. The homeowner earns a gift card or service credit. The neighbor gets a first-service discount, and high-value installs earn bigger rewards - all paid once the job is done.
- Homeowner referral links
- Homeowner and neighbor offers
- Completed-job payouts
- High-value install tiers
- Duplicate household checks
Pay less per completed job than you pay for third-party leads
Request a DemoRecognize homeowners who vouch for your crews
Repeat customers and maintenance plan members are your best word of mouth. Ask them to host a yard sign, share a finished project or join a community event, and recognize them when they do.
- Maintenance plan advocates
- Yard sign missions
- Neighborhood campaigns
- Advocate recognition
Capture before-and-after project stories
Finished projects make the best proof. Homeowners can submit before-and-after photos and project stories, and your branch approves each one before you use it.
- Before-and-after photos
- Project stories
- Branch approval routing
- Homeowner photo consent
Collect neutral reviews while the job is fresh
Text a review invitation right after the technician finishes the job, linked to that branch's listing. All customers are invited to share reviews, and any service issues go privately to the branch.
- Post-job SMS invitations
- Branch listing routing
- Invitation after each completed job
- Private issue routing
Book up your slow season with referral contests
Before peak heating, cooling or storm season, a short contest can fill your schedule. Branch and region leaderboards rank teams on completed jobs.
- Seasonal referral pushes
- Branch leaderboards
- Completed-job scoring
- Pre-season launch dates
- Completed-job prize rules
Reach homeowners while the technician is still on site
The best time to ask for a referral is right after a completed job, a five-star survey or a maintenance plan renewal. QR codes on invoices and truck wraps keep the invitation in front of homeowners.
Technician completes the job
Service verified
Referral invite sent by SMS
Personal link delivered
Neighbor books an estimate
Referral attributed
Homeowner rewarded
Paid after job completion
Get referrals from realtors, builders and property managers
When a realtor, home builder, property manager or insurance adjuster refers a homeowner, the portal tracks it and the referral fee is paid after the job is completed.
- Trade partner portal
- Realtor and builder links
- Completed-job fees
- Partner attribution
- Trade partner results
Get every branch running referrals
Each service line gets its own offer, and your branch and technician teams get simple playbooks. We roll out franchise referral programs across branches and locations in waves and review results with every region.
- Offers by service line
- Technician playbooks
- Franchise location rollout
- Same-address reviews
- Regional performance reviews
Get every branch running referrals, not just your top performers
Request a DemoLink referrals to your field service and CRM systems
Rewards are paid only when a job is marked complete in your field service or scheduling platform, with CRM records keeping referral details in sync.
- Field service hooks
- Scheduling platform sync
- CRM sync
- Completed-job triggers
- Central reward rules
Fill units through resident recommendations
Apartment residents know who is looking for a new home. With a resident referral program, they earn a rent credit or gift card, and the new resident gets a move-in credit, both applied after the lease is signed and move-in is confirmed.
- Resident invite links
- Move-in and rent credits
- Lease milestone checks
- Property attribution
- Lease eligibility rules
Lease more units through residents than through listing sites
Request a DemoGive long-term residents and past buyers a bigger role
Residents who have stayed for years and past home buyers make natural community advocates. Invite them to host resident events, welcome new neighbors or share local guides.
- Resident advocates
- Community event hosts
- New neighbor welcomes
- Past client advocates
- Resident perks and thank-yous
Feature resident and client stories in your marketing
Move-in day and closing day produce great stories. Residents and home buyers can submit photos and video testimonials, and nothing is published until it is approved.
- Resident story forms
- Client video testimonials
- Property manager approval
- Resident and client sign-offs
Time neutral review invitations to move-in, renewal and closing
A smooth move-in, a lease renewal or a successful closing is the right moment to send a review invitation for that property's or office's listing. No one is filtered out based on how they rated their experience.
- Move-in and closing timing
- Property and office routing
- Review requests for all residents
- Private feedback to property managers
Lease up faster with property-versus-property drives
Get properties competing during lease-up and peak moving season. Rankings count signed leases, so the competition stays focused on real results.
- Property leaderboards
- Lease-up campaigns
- Regional rankings
- Signed-lease prize rules
Trigger invitations at move-in, renewal and closing
Move-in day, lease renewals, community events and closings each trigger an automatic referral invitation.
Resident renews lease
Positive moment detected
Referral invite sent
Resident link delivered
Friend signs lease
Lease milestone met
Rent credit applied
Resident notified
Exchange client referrals with agents and relocation partners
Let agents exchange client introductions across offices, relocation teams and approved brokerage partners. Ownership records, authorization checkpoints and approved fee handoffs at closing all live in your real estate referral software.
- Agent referral exchange
- Relocation partner links
- Ownership records
- Fee handoff records
- Closing confirmation
Track every agent referral from introduction to closed transaction
Request a DemoBring referral programs to every property and office
Rollout happens property by property or office by office, with resident offers and agent referral rules written within your lease and brokerage policies. Duplicate claim and staff exclusion reviews cover the whole portfolio.
- Resident offer design
- Agent referral rules
- Portfolio rollout plans
- Duplicate claim reviews
- Portfolio performance reviews
Give every property and office one view of referral performance
Request a DemoTie referrals to leasing and brokerage systems
Keep your leasing software. Lease and transaction events from property management, leasing CRM and brokerage systems flow straight into your referral rules.
- Property management sync
- Leasing CRM hooks
- Brokerage CRM routing
- Lease event triggers
- Closing confirmation
Sell more vehicles through owner recommendations
Your happiest owners are your best salespeople. With a car dealership referral program, they earn a reward when a friend they send takes delivery, and QR code referral cards handed out at delivery and service visits track every introduction from the first scan.
- QR referral cards at delivery
- Delivery-confirmed rewards
- Service-lane referrals
- Salesperson attribution
- Duplicate buyer checks
Celebrate loyal owners who vouch for your store
Start an owners circle for repeat buyers and long-time service customers. Members get priority service, event invitations and recognition every time an introduction turns into a sale.
- Owners circle membership
- Priority service perks
- Owner event invitations
- Introduction history
- Owner recognition
Put delivery-day moments in front of new buyers
Capture delivery-day photos, short owner videos and quotes in one library. Each rooftop approves its stories before they appear on your website, vehicle listings or social channels.
- Delivery photo capture
- Short owner videos
- Rooftop approval
- Owner publishing consent
- Website and listing feeds
Ask every buyer and service customer for an honest review
Invite every buyer and service customer to review you after delivery or a service visit, with a link to the right rooftop's listing. Everyone gets the invitation, not just customers with high survey scores.
- Post-delivery invitations
- Post-service invitations
- Rooftop listing routing
- Every buyer invited
- Private issue follow-up
Move more inventory during model-year changeovers
Time contests to model-year changeovers and weekend sales events. Leaderboards count delivered vehicles only, so sign-ups that never buy do not move the rankings.
- Model-year campaigns
- Sales event pushes
- Delivered-vehicle scoring
- Rooftop leaderboards
- Delivery-verified prizes
Follow up at delivery, first service, and lease end
Referral invitations go out on their own after delivery, the first service visit, a five-star survey response and lease-end conversations.
Owner takes delivery
Referral card activated
Friend scans the QR code
Lead created for the rooftop
Friend buys a vehicle
Delivery confirmed
Owner rewarded
Service credit or gift card sent
Work with fleet managers, employers, and local businesses
Recruit fleet managers, employer benefit teams, credit unions and local businesses as partners, each with their own referral link. You pay partner fees only after a referred vehicle is delivered.
- Fleet manager links
- Employer purchase programs
- Credit union partners
- Delivery-based partner fees
- Partner performance reports
Set up one program for every rooftop in the group
Brand-by-brand and rooftop-by-rooftop offers come with short scripts for sales and service teams. Your marketing lead gets a results review each month.
- Offers by brand and rooftop
- Sales and service scripts
- Group-wide rollout
- Duplicate lead reviews
- Monthly results reviews
Feed referrals into your DMS and dealer CRM
Referred leads land in your dealer CRM, and deliveries and repair orders are confirmed from your dealer management system. Rewards then match real sales and service visits.
- Dealer CRM lead creation
- DMS delivery confirmation
- Repair order events
- Rooftop mapping
- Duplicate lead checks
Recruit new members through the members who know you best
With a member-get-member program, members earn dues discounts, event passes or recognition when a colleague they invite joins. Each invitation is tracked from the first click to paid membership.
- Personal invitation links
- Dues discounts and event passes
- Paid-membership qualification
- Chapter attribution
- Renewal-year bonuses
Mobilize your most engaged members
Board members, volunteers and long-standing members can promote events, mentor new joiners and speak for the profession. Every contribution is logged and recognized.
- Volunteer advocate roles
- Mentor matching
- Event promotion tasks
- Contribution tracking
- Recognition levels
Bring membership to life with member stories
Ask members to share career stories, conference photos and short videos about what the association means to them. Your communications team approves each one before it appears in recruitment campaigns.
- Career story submissions
- Conference photo uploads
- Short member videos
- Communications approval
- Story rights for campaigns
Gather honest feedback on conferences and courses
Conferences, certification exams and training courses all end with a review invitation for every attendee, on event directories and your own listings.
- Post-conference invitations
- Certification course reviews
- Event directory routing
- Same request to all attendees
- Private feedback to organizers
Hit your membership drive targets
Give your association referral program a push before renewal season by letting chapters compete. Rankings are based on paid new members, not invitations sent.
- Chapter-versus-chapter drives
- Paid-member scoring
- Membership drive calendar
- Chapter leaderboards
- Prizes within association rules
Catch members at moments of pride
Members hear from you after renewals, new certifications, award wins and conference registrations, when they feel most connected to the profession.
Member renews
Renewal confirmed
Invitation sent with a personal link
Chapter captured
Colleague joins
Dues paid
Member thanked
Recognition or dues credit applied
Recruit members through employers and partner organizations
Group and student memberships grow faster when employers, universities and allied associations have their own referral codes. One report shows the members each partner brings in.
- Employer group memberships
- University and student codes
- Allied association partners
- Partner recruitment reports
- Group billing support
Prepare chapters to run recruitment campaigns
Your bylaws and dues policies shape every member offer, and chapter leaders receive ready-made campaign kits. We review recruitment results with you each quarter.
- Offers within dues policies
- Chapter campaign kits
- Volunteer leader guides
- Quarterly results reviews
- Board-ready reporting
Pass member referrals into your association management system
Each referred prospect appears in your association management system, and dues payments are confirmed before recognition or dues credits are applied. This keeps your membership referral program records in one place.
- AMS prospect records
- Dues payment confirmation
- Chapter field mapping
- Event system sync
- Single sign-on for members
Add members through the members who already train with you
Turn your members into recruiters with a gym referral program. They share guest passes and personal links, earn a reward after the new member's first paid month, and can invite a workout partner on the spot with front-desk QR codes.
- Guest pass sharing
- First-paid-month rewards
- Front-desk QR invitations
- Club attribution
- Duplicate member checks
Spotlight regulars who motivate others
Committed members can welcome newcomers, lead community workouts and post class updates. They earn perks such as free classes, guest passes or club merchandise.
- Newcomer welcome roles
- Community workout hosts
- Class update sharing
- Free class perks
- Member spotlights
Tell real member stories in your own marketing
Gather member progress stories, class photos and coach shout-outs with each member's consent. Club managers approve every story before it runs in ads or on your website.
- Member progress stories
- Class and event photos
- Coach shout-outs
- Club manager approval
- Consent records
Build your club's reputation one visit at a time
Ask members for a review after their first month, a personal training package or a class milestone. Each invitation links to the right club's listing.
- First-month invitations
- Personal training follow-ups
- Club listing routing
- Requests to new and long-time members
- Private feedback to managers
Bring in new members with group referral challenges
Let class groups and training teams chase a shared goal in a group referral challenge. Club leaderboards rank teams on paid joins, which keeps it fair.
- Class team challenges
- New Year and summer pushes
- Paid-join scoring
- Club leaderboards
- Shared team prizes
Nudge members after milestone workouts
Celebrate a 30th visit, a class milestone or a new personal best with a guest pass members can share right away.
Member reaches 30 visits
Milestone recorded
Guest pass sent
Ready to share
Friend books a trial class
Referral attributed
Friend joins
Member rewarded after the first paid month
Partner with employers and local businesses
Partner with corporate wellness programs, nearby businesses and local sports clubs on group and corporate memberships. Each partner gets a referral code, and every join is tracked back to them.
- Corporate membership codes
- Local business partners
- Sports club partnerships
- Partner join tracking
- Partner reward rules
Equip every club to run referrals
Front-desk staff get simple scripts, and each club gets offers matched to its membership types. Club managers review referral results with our team.
- Offers by membership type
- Front-desk scripts
- Club launch kits
- Duplicate member reviews
- Club manager reviews
Hook referrals into your booking and billing systems
Trial bookings, check-ins and first payments are confirmed from your club management and billing systems. Rewards go only to referrals that become paying members.
- Club management system sync
- Check-in data
- Trial booking events
- Billing confirmation
- Member app hooks
Expand your subscriber base through happy subscribers
Whether you sell streaming, subscription boxes or apps, a subscription referral program brings in paying subscribers. Mobile and broadband providers can run a telecom referral program the same way, and referral credits are applied once the new subscriber's first payment clears.
- In-account sharing
- First-payment qualification
- Referral credits
- Family line referrals
- Early-cancel reversals
Keep superfans talking about your service
Long-tenured subscribers can join an advocate program with early access, exclusive content and bonus credit for spreading the word about new releases and plans.
- Superfan advocate tiers
- Early access to new releases
- Exclusive content
- Bonus credit perks
- Advocate activity tracking
Let subscribers tell new customers why they stay
Subscribers submit short stories, unboxing videos and plan reviews from their account. Permissions are recorded before any story appears in your app, on your site or in campaigns.
- In-account story prompts
- Unboxing video uploads
- Plan review quotes
- Consent captured in the account
- Campaign-ready library
Raise your app store and review site ratings fairly
Request reviews on app stores and review sites after onboarding, a resolved support ticket or a year of service. Every eligible subscriber gets the request, whatever their satisfaction score.
- App store review prompts
- Review site invitations
- Support resolution timing
- Anniversary invitations
- Invitations sent regardless of score
Boost sign-ups during new seasons and product drops
Tie contests to new seasons, product drops and holiday promotions, and count only referred subscribers who complete a first payment.
- Season launch contests
- Holiday promotions
- First-payment scoring
- Subscriber leaderboards
- Paid-subscriber prize checks
Use renewal and upgrade moments to invite referrals
Show a referral prompt in the app or account page right after an upgrade, a renewal, a first anniversary or a highly rated support call.
Subscriber renews
Moment detected
Referral prompt shown in the app
Link ready to share
Friend subscribes and pays
Referral qualified
Credit applied
Shown on the next bill
Reach new subscribers through affiliates and bundle partners
Each affiliate, device retailer or bundle partner gets its own code, and commissions are paid only after the referred subscriber's first payment.
- Affiliate codes
- Device retailer partners
- Bundle partner offers
- First-payment commissions
- Commission statements by partner
Model referral credits that pay for themselves
Credit amounts are modeled against subscriber lifetime value before launch. Cancellation and fraud rules are set up front, and results are reviewed with you every month.
- Credit modeling
- Cancellation rules
- Fraud and abuse reviews
- Offer testing
- Credit cost reviews
Wire referrals into your billing platform
Trigger referral credits from Stripe, Chargebee, Recurly or your telecom billing system, and reverse them automatically if a referred subscriber cancels early.
- Stripe, Chargebee and Recurly
- Telecom billing systems
- First-payment triggers
- Automatic credit reversals
- In-app referral status
Bring new customers to every franchise location
One franchise referral program covers your whole network. Brand-approved offers keep the experience consistent, and every referral is credited to the location that serves the new customer.
- Network-wide program
- Brand-approved offers
- Location crediting
- Local offer options
- Cross-location duplicate checks
Rally local regulars behind each location
Franchisees invite their most loyal customers into a local advocate group. Perks are set centrally, while each owner decides how to recognize advocates in the community.
- Local advocate groups
- Central perk catalog
- Owner-led recognition
- Community event roles
- Advocate activity by location
Highlight customer stories from every location
Franchisees collect local customer stories and photos for their own marketing. Brand approval keeps every story on message before it is published.
- Local story collection
- Photo and video uploads
- Brand approval workflow
- Location tagging
- Shared story library
Lift local ratings across your network
Send a review invitation after each visit or completed service, linked to the right location's listing. Brand teams see review activity for every location in one report.
- Location listing routing
- Post-visit invitations
- Brand-wide invitation standards
- Network-wide reporting
- Private issue routing to owners
Rank locations in network-wide referral contests
Kick off network-wide contests with grand openings and seasonal promotions, and rank locations and regions on qualified new customers.
- Location leaderboards
- Regional rankings
- Grand opening campaigns
- Qualified-customer scoring
- Network prize rules
Automate referral requests for every location
Every completed visit or service can send a referral invitation automatically. Timing and offers are set centrally, so every location follows the same playbook.
Customer completes a visit
Location recorded
Invitation sent
Local offer included
Friend visits the nearest location
Referral credited there
Customer rewarded
Points or credit added
Open new partner channels for each franchisee
Franchisees sign up local partners, such as nearby businesses and community groups, with referral codes and fees set within brand rules.
- Local partner sign-up
- Partner codes by location
- Brand-approved fee rules
- Partner results by location
- Central partner oversight
Hand franchisees a ready-to-run referral playbook
Franchisees receive launch kits and staff guides built around network-wide offers. Results are reported by location and region, so brand teams can see where support is needed.
- Network-wide offer design
- Franchisee launch kits
- Staff guides
- Location and region reports
- Franchisee support
Combine referrals with your POS and loyalty program
Connect POS, scheduling and loyalty systems at each location to run a loyalty and referral program, with referral points and visits in one customer profile.
- Location POS connections
- Loyalty points sync
- Scheduling system events
- Central reporting
- Location-level permissions
Reach new donors through the supporters you already have
Supporters can invite friends to give, volunteer or attend events through a nonprofit referral program, with recognition instead of cash rewards. Universities and schools can also run a student referral program within their enrollment policies.
- Supporter invitation links
- Recognition-based rewards
- First-gift tracking
- Volunteer referrals
- Student and alumni referrals
Empower your most committed supporters
Monthly donors, board members and long-time volunteers can lead campaigns, host events and share your mission online. Each contribution earns visible recognition.
- Supporter advocate roles
- Event host tools
- Campaign sharing kits
- Supporter activity history
- Supporter recognition tiers
Document your impact through supporter stories
Supporters and volunteers share stories, photos and videos with signed consent. Your communications team approves each one before it appears in appeals or reports.
- Supporter story forms
- Volunteer photo uploads
- Signed consent records
- Communications approval
- Appeal-ready library
Strengthen your ratings on charity review sites
Events and campaign milestones are natural moments to invite donors and volunteers to review you on charity review sites and your own listings, with the same neutral invitation for everyone.
- Post-event invitations
- Charity review site routing
- Volunteer feedback requests
- Open invitations to all supporters
- Private feedback to staff
Rally supporters during giving days
Boost giving days, year-end campaigns and events with peer challenges. Rankings count new supporters who complete a first gift or sign-up.
- Giving day challenges
- Year-end campaigns
- Team and chapter rankings
- First-gift scoring
- Recognition-based prizes
Pair every thank-you with an invitation
Add a referral invitation to donation receipts, volunteer confirmations and event check-ins, when supporters feel most connected to your cause.
Supporter makes a gift
Receipt sent
Invitation included
Personal link ready to share
Friend gives or signs up
First action recorded
Supporter recognized
Thank-you message and badge sent
Engage corporate partners and community groups
Reach new volunteers through corporate partners, faith communities and local groups, each with their own referral link for matching gifts, volunteer days and events. One report shows every partner's results.
- Corporate partner links
- Matching gift campaigns
- Volunteer day sign-ups
- Community group codes
- Partner impact reports
Run supporter referral campaigns with a lean team
Recognition-based campaigns come with ready-made kits for chapter and volunteer leads. Results are reported by campaign, so you can see which appeals bring in new supporters.
- Campaign design
- Volunteer lead kits
- Chapter rollout support
- Campaign reporting
- Board-ready summaries
Bring referral data into your donor CRM
Confirm first gifts, recurring donations and volunteer sign-ups in your donor CRM before recognition is given. Every referred supporter is added there automatically.
- Donor CRM records
- Gift confirmation
- Recurring donation events
- Volunteer system sync
- Campaign source tracking
Give advocates a natural way to make an introduction
Make it easy for your advocates to introduce you. We connect approved messages, clear referral terms and personal sharing links with the next step for each introduction.
- Sharing messages
- Personal links
- Referral terms
- Introduction handoffs
Follow each introduction to a qualified outcome
Agree what makes a referral eligible and how it moves into your sales or onboarding process. Keep status and exceptions visible so advocates and operators know what happens next.
- Eligibility criteria
- Lead handoffs
- Status milestones
- Exception review
Make the thank-you part of the journey
Connect approved rewards to the referral milestones your program defines. Explain who qualifies, when the reward is available and how participants can follow delivery or redemption.
- Milestone rewards
- Participant eligibility
- Reward timing
- Delivery updates
Give customers more ways to share their experience
Invite willing customers into testimonials, reference conversations or relevant community activities. Match each opportunity to their preferences and keep permissions and follow-up with the contribution.
- Advocacy invitations
- Participation preferences
- Content permissions
- Follow-up history
Connect referral activity with business outcomes
Track the route from invitation to introduction and qualified result. Review source, progression and reward cost together so your team can improve the program with useful context.
- Invitation sources
- Referral progression
- Qualified outcomes
- Reward costs
NEW Agentic Studio
Agentic Studio for Customer Testimonial Software
Bring your program rules and business context. Shape a playbook with your team, then put agents to work preparing campaigns, useful assets and your next growth opportunity.
Lifetime Engagement prepares promotional assets. Opportunity Miner finds new program opportunities. Data Wrangler checks connected data. Tribe Leader Support equips your advocates.
See Agentic Studio in action →
EXPLORE WITH YOUR LIFETIME ENGAGEMENT AGENT
Customer Testimonial Software at Post-Delivery: A Moment Playbook
How do you add a testimonial request to the post-delivery moment?
Wait until the customer confirms the delivery, implementation or milestone went well, then ask for one thing: a short story with usage consent captured in the same flow. Customer testimonial software triggers the invite from the delivery or go-live record, routes approval and keeps consent current so stories stay usable.
Explore the playbook
- What Post-Delivery Looks Like for an Enterprise Customer
- Post-Delivery Playbook Grid
- Borrowing the Review Ask from a B2B Review Generation Program
- Worked Plays for Post-Delivery Stories
- Staff Scripts and Prerequisites
- Guardrails for the Post-Delivery Ask
WORK THROUGH THESE DECISIONS
- What Post-Delivery Looks Like for an Enterprise Customer
- Post-Delivery Playbook Grid
- Borrowing the Review Ask from a B2B Review Generation Program
More ideas +6
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
What Is Customer Testimonial Software? Definition and How It Works
What is customer testimonial software?
Customer testimonial software is a platform that invites customers to share written or video stories, routes each submission through brand and legal approval, records usage consent and publishes approved stories for sales and marketing. It runs as a repeatable six-step sequence owned by a Customer Marketing Manager, walked through below.
Explore the playbook
- Customer Testimonial Software: A Head-Term Definition
- How Customer Testimonial Software Works in 6 Steps
- Who Runs a Customer Testimonial Program and Who Takes Part
- Common Mechanics and Reward Types
- Which KPIs Does a Testimonial Program Track?
- Testimonial Software vs Review Sites, Reference Programs and UGC Tools
- Example Example: A Go-Live Anniversary Story Program
WORK THROUGH THESE DECISIONS
- Customer Testimonial Software: A Head-Term Definition
- How Customer Testimonial Software Works in 6 Steps
- Who Runs a Customer Testimonial Program and Who Takes Part
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Customer Testimonial Software RFP Template, Including Video Contests
What should a customer testimonial software RFP include?
A strong RFP for customer testimonial software covers objectives and baselines, scope, capture and approval requirements, integrations, security, FTC compliance support, services, pricing format and evaluation.
Explore the playbook
- How to Use This Testimonial Software RFP Template
- Template Body: Background, Objectives, KPIs and Scope
- Functional Requirements and Vendor Questions
- Optional Lot: Video Contest Software
- Integrations, Security, Compliance and Services
- Pricing Format, Timeline and Evaluation Criteria
WORK THROUGH THESE DECISIONS
- How to Use This Testimonial Software RFP Template
- Template Body: Background, Objectives, KPIs and Scope
- Functional Requirements and Vendor Questions
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Top Features to Look for in Customer Testimonial Software
What features should customer testimonial software have?
Look first for guided capture, configurable approval workflows, usage-consent tracking with expiry alerts, a searchable story library and contributor recognition. For a Content Marketing Manager, consent tracking deserves extra weight because it keeps the share of published stories with current usage consent visible and fixable.
Explore the playbook
- Bottom Line: Must-Have vs Advanced Testimonial Software Features
- Feature Comparison Table by Group
- Consent and Rights Features That Protect Published Stories
- Capture Features for the Post-Survey and NPS Response Moment
- Demo Tasks That Prove Each Feature
- Administration, Integration and Service Features
WORK THROUGH THESE DECISIONS
- Bottom Line: Must-Have vs Advanced Testimonial Software Features
- Feature Comparison Table by Group
- Consent and Rights Features That Protect Published Stories
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Customer Testimonial Software vs Agency Case Studies: Key Differences
What is the difference between customer testimonial software and agency-produced case studies?
Testimonial software runs an always-on flow of customer stories that your team invites, approves and reuses, while agency case studies are a few polished long-form stories commissioned one at a time. Most product marketing teams need both: software for volume and freshness in sales decks, agencies for flagship stories.
Explore the playbook
- Bottom Line and Definitions
- Myths vs Facts: Testimonial Software and Agency Case Studies
- Side-by-Side Comparison Table
- Which Approach Gets More Stories Used in Sales Decks and Campaigns?
- When the Myth Is Partly True, and When to Use Both
WORK THROUGH THESE DECISIONS
- Bottom Line and Definitions
- Myths vs Facts: Testimonial Software and Agency Case Studies
- Side-by-Side Comparison Table
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Adding Customer Testimonial Software to Your UGC Platform
Is customer testimonial software worth adding if we already run a user-generated content platform?
Often yes, when the UGC platform supplies social posts and photos but few approved stories with outcomes, attribution and usage consent for sales use. This example scenario shows a Customer Marketing Manager adding customer testimonial software on top of existing UGC assets to raise approved testimonials and stories per quarter.
Explore the playbook
- Example scenario: The Situation
- Plateau Signals in the UGC Program
- Decision Points: Options, Choice and Reasoning
- What Carries Over and What Is New
- Incrementality Design and Rollout by Phase
- What to Watch and Lessons Checklist
WORK THROUGH THESE DECISIONS
- Example scenario: The Situation
- Plateau Signals in the UGC Program
- Decision Points: Options, Choice and Reasoning
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
From Spreadsheets to Customer Testimonial Software: A Phased Move
How do I move customer story tracking from spreadsheets and manual codes to customer testimonial software?
Move in five phases: audit what the spreadsheet tracks, configure invites and approval flows, migrate contributors and consents, launch milestone-triggered invites, then retire the spreadsheet once reports match. Configure carries most of the work, because that is where manual nomination rows and hand-made codes become tracked invitation links.
Explore the playbook
- Signs You Have Outgrown Spreadsheet Story Tracking
- What Carries Over and What Changes
- Phased Roadmap from Spreadsheet to Platform
- Configuring Milestone and Anniversary Invites by Email and SMS
- Measuring Invitation-to-Submission Rate Before and After
- Critical-Path Dependencies and Compliance Carry-Over
WORK THROUGH THESE DECISIONS
- Signs You Have Outgrown Spreadsheet Story Tracking
- What Carries Over and What Changes
- Phased Roadmap from Spreadsheet to Platform
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
12 Customer Testimonial Software Ideas That Get Stories Into Deals
Which customer testimonial ideas increase story use in sales decks and campaigns?
Stories get used when they are easy to find, current and fitted to a deal: deck-ready formats, persona tags, rep requests routed back to contributors and recognition that keeps long-time customers contributing. Here are 12 ideas as a prioritized launch checklist a Product Marketing Manager can run in the Optimize phase.
Explore the playbook
- Prioritized Idea launch checklist
- Ideas Built on the Review or UGC Submission Moment
- Borrowed from Donor and Community Recognition Programs
- How to Measure Stories Used in Sales Decks and Campaigns
- What Not to Do
WORK THROUGH THESE DECISIONS
- Prioritized Idea launch checklist
- Ideas Built on the Review or UGC Submission Moment
- Borrowed from Donor and Community Recognition Programs
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Customer Testimonial Software as a Competitive Edge in B2B Markets
Can customer testimonial software be a competitive advantage in B2B markets?
It can, but only through parts competitors cannot copy: a deep library of approved stories across segments, customers willing to speak and a fast approval engine. A testimonial page is table stakes in most B2B categories; a steady flow of fresh, consented stories tied to buyer personas is what differentiates.
Explore the playbook
- Why Do B2B Buyers Discount Generic Testimonials?
- What Is Table Stakes and What Differentiates?
- Where Does Defensibility Come From?
- How Customer Appreciation Programs Strengthen the Story Pipeline
- Which Signals Show the Edge Is Real?
- Getting Started Before Launch
WORK THROUGH THESE DECISIONS
- Why Do B2B Buyers Discount Generic Testimonials?
- What Is Table Stakes and What Differentiates?
- Where Does Defensibility Come From?
EXPLORE WITH YOUR OPPORTUNITY MINER AGENT
Customer Testimonial Software Maturity Model: Pilot to Scale
What are the stages of customer testimonial program maturity?
Five levels describe testimonial maturity: ad hoc, pilot, managed, integrated and optimized. A Customer Evidence Manager scores seven capabilities against observable evidence, such as whether NPS responses trigger invites and whether invitation-to-submission rate is tracked by segment, then picks the next move for the weakest capability.
Explore the playbook
- The Five Maturity Levels at a Glance
- Maturity Rubric: Levels by Capability
- How to Self-Score and Read the Result
- Next Move from Each Level
- Scaling Across Regions, Brands and Business Units
- Beyond Optimized: Feeding Win-Back Offers with Customer Stories
WORK THROUGH THESE DECISIONS
- The Five Maturity Levels at a Glance
- Maturity Rubric: Levels by Capability
- How to Self-Score and Read the Result
EXPLORE WITH YOUR DATA WRANGLER AGENT
Customer Testimonial Software Compliance: Disclosures and Approvals
What compliance rules apply to customer testimonial software?
Check that the program follows FTC endorsement and review rules: disclose material connections, never tie a reward to positive sentiment, keep claims truthful and keep proof of consent. Legal or compliance is accountable for disclosure wording, while the Customer Evidence Manager runs the day-to-day checks.
Explore the playbook
- Which FTC Rules Govern Customer Testimonial Software?
- RACI Matrix for Testimonial Compliance Activities
- Disclosure and Incentive Checklist at the Review or UGC Submission Moment
- What Influencer Campaign Management Teaches About Approvals
- Handoffs, Escalation Path and Governance Cadence
WORK THROUGH THESE DECISIONS
- Which FTC Rules Govern Customer Testimonial Software?
- RACI Matrix for Testimonial Compliance Activities
- Disclosure and Incentive Checklist at the Review or UGC Submission Moment
EXPLORE WITH YOUR DATA WRANGLER AGENT
Customer Testimonial Software KPIs: Definitions and Formulas
Which KPIs measure customer testimonial software success, and how do you calculate them?
Measure customer testimonial software with outcome, leading, guardrail and efficiency KPIs, led by share of published stories with current usage consent, invitation-to-submission rate, median submission-to-approval cycle time, approved stories per quarter and stories used in sales decks and campaigns. Each glossary entry gives a definition, formula and the common error.
Explore the playbook
- Customer Testimonial Software in One Definition
- Consent and Rights Metrics
- Pipeline and Participation Metrics
- Efficiency and Outcome Metrics
- Guardrail Metrics for FTC Endorsement and Review Rules
- How to Set a Baseline and Target Without Benchmarks
WORK THROUGH THESE DECISIONS
- Customer Testimonial Software in One Definition
- Consent and Rights Metrics
- Pipeline and Participation Metrics
EXPLORE WITH YOUR TRIBE LEADER SUPPORT AGENT
Customer Testimonial Software Launch: Team and Budget Worksheet
What team and budget does it take to launch customer testimonial software?
Two formulas drive the plan: reviewer hours needed per period and the median submission-to-approval cycle time those hours can sustain.
Explore the playbook
- Resource Worksheet: Roles, Responsibilities and Sourcing
- Inputs Table for the Testimonial Launch Model
- Formulas for Capacity, Cycle Time and Budget
- Worked Example
- Sensitivity: Which Inputs Move Cycle Time Most
- Program Launch Plan by Phase
WORK THROUGH THESE DECISIONS
- Resource Worksheet: Roles, Responsibilities and Sourcing
- Inputs Table for the Testimonial Launch Model
- Formulas for Capacity, Cycle Time and Budget
EXPLORE WITH YOUR TRIBE LEADER SUPPORT AGENT
Customer Testimonial Software Launch Mistakes and How to Fix Them
What are the most common customer testimonial software launch mistakes?
Most launch mistakes trace back to two beliefs: customers will not make time for a story, and legal review always takes too long. Both are design problems a Customer Advocacy Manager can fix in Launch and Configure with shorter asks, pre-approved consent language and SLA-timed approval steps that cut median submission-to-approval cycle time.
Explore the playbook
- Myths vs Facts About Launching a Testimonial Program
- Pitfall Table: Symptom, Root Cause, Fix and Owner
- Configure-Phase Root Causes That Surface at Launch
- Fixing a Slow Submission-to-Approval Cycle
- When the Myth Is Partly True
WORK THROUGH THESE DECISIONS
- Myths vs Facts About Launching a Testimonial Program
- Pitfall Table: Symptom, Root Cause, Fix and Owner
- Configure-Phase Root Causes That Surface at Launch
Customer Perspective
If you're looking for a powerful platform to run your loyalty and promotions initiatives, NextBee should be your first choice.
Mary Velosky
Executive Vice President · Eniva Health
Explore the next possibilities for your program
Compare related approaches and choose the ideas you want to see in your demo.
Customer Speaker Program
Find willing customer speakers and coordinate briefs, permissions and event follow-up.
Explore this use case →Customer Awards Program
Manage customer award nominations, eligibility and recognition in one branded journey.
Explore this use case →B2B Customer Marketing Platform
Bring references, reviews and advocacy into a coordinated customer marketing program.
Explore this use case →Customer Advocacy Analytics
Track references, reviews and customer contributions alongside your sales context.
Explore this use case →Customer Advocacy Agency
Get software and scoped support for advocate recruitment, contributions and reporting.
Explore this use case →Customer Referral Software
Turn customer introductions into a tracked referral program with clear reward rules.
Explore this use case →Customer Advocacy Program
Recruit customer advocates for references, introductions and approved stories.
Explore this use case →Customer Reference Program
Match sales reference requests to willing customers by experience and fit.
Explore this use case →Customer Feedback Incentives
Reward private feedback participation using consistent eligibility rules.
Explore this use case →Franchise Customer Referral Program
Give franchise locations approved customer referral campaigns and local follow-up.
Explore this use case →Customer Advocacy Rewards
Run challenges that invite customers to contribute references, feedback and stories.
Explore this use case →B2B Review Generation Program
Coordinate review requests across customer segments and peer review sites.
Explore this use case →Meet Our Practice Leaders
Bring your program brief, integration questions and rollout priorities. Work through the choices with a team that connects strategy, program operations and implementation.
Rohit Singh
Head of Referral Strategy
MY FAVORITE PROMOTION PLAYBOOK
Reward the relationship
Release rewards at agreed milestones so the program recognizes a qualified introduction and the next valuable step.
Brent Jackson
Client Relations Director
MY FAVORITE PROMOTION PLAYBOOK
Make the next customer an advocate
Invite a referred customer to share once they have experienced value, with a useful message and their own referral link.
SJ Kim
Referral Marketing Director
MY FAVORITE PROMOTION PLAYBOOK
Give groups a shared goal
Explore a shared referral perk for a team or household, based on qualified introductions and clear group rules.
Justin Cappozzo
Technology Implementation Manager
MY FAVORITE PROMOTION PLAYBOOK
Ask at a useful moment
Connect the invitation to an approved milestone or service event, with duplicate checks before rewards progress.
Frequently Asked Questions
Your program defines the qualifying event and eligibility rules, such as an approved lead, a paid order or another business milestone.
Yes. Define the event and review rules that move a reward from pending to earned or reversed.
Yes. Define the distinct actions and permissions for advocacy activities, then connect them to the appropriate recognition or reward rules.
NextBee is SOC 2 Type II, GDPR and CCPA compliant, with single sign-on, role-based permissions, encryption in transit and at rest, and full audit logs.
Every customer gets a dedicated success manager who handles onboarding, regular check-ins and ongoing optimization. We work with your team from the initial program setup through day-to-day improvement.
We start with a migration review of your current rules, links, codes and pending reward balances. The plan shows how existing referral links keep working and how open rewards carry over, so advocates are not disrupted at cutover.
We can walk through Story submission forms, Permission checkpoints, Review routing and Contribution tracking. Bring your current process, program rules and integration requirements so the demonstration follows the decisions your team needs to make.
Track these measures: Approved testimonials and stories per quarter; Invitation-to-submission rate; Median submission-to-approval cycle time. Use the same definitions across your program dashboard and connected systems.
We map the identifiers, activity events and status changes your workflow needs. NextBee’s Data Wrangler agent checks permitted connected data for missing fields, duplicate events and exceptions, so your team works from consistent program inputs.