Referral program: invite customers and earn credits

Share your InsForge referral link to invite new customers, earn billing credits on their payments, and apply accumulated credits to future invoices.

Share your organization’s referral link to invite new customers to InsForge. Referred customers receive a $5 credit at sign-up, and your organization earns referral credits after an eligible referral makes a successful payment.

How it works

1. Open your Referral page

   In the InsForge dashboard, select your organization and open its Referral page.

2. Copy or customize your referral link

   Copy your organization’s referral link, or customize its code before sharing it.

3. Invite a new customer

   Share the link with someone who is new to InsForge. They must sign up through the valid link for the referral to be attributed.

4. Earn credits after their first payment

   The referred customer receives their sign-up credit at sign-up. After the customer makes a successful paid subscription payment, your organization receives its referral rewards.

Rewards

Who	Reward
Referred customer	$5 in credit at sign-up, automatically applied to their first paid invoice.
Referring organization	$10 in credit after the referred customer’s first successful payment.
Referring organization	Credits equal to 20% of the referred customer’s paid subscription invoices for 12 months from their first payment.

Rules

• The referral must be a new user who signs up through a valid referral link.
• Self-referrals are not eligible.
• The referring organization earns no $10 bonus or commission until the referred customer makes a successful payment.
• Commission credits tied to refunded or disputed invoices can be reversed.

Use your credits

Referral credits belong to the organization that earned them. They never expire, accumulate in the organization’s Billing & Credits balance, and automatically apply to future invoices.