Feature Requests

Narrative: As a business owner, I would like to create a unique referral code for past clients so that I can give these referrals a financial kickback for sending clients to my business. Description: Customers of Maroo would like to see a new feature that allows them to create and track a referral program within their payment processor. The goal of this feature is to extend the word-of-mouth referral. Technical Details: When processing a payment, if a unique code "DAVIS20" is included in the promo code section, the client associated with the code should be sent a kickback, such as "1% of sale," etc. Potential Dashboard Features: - Referral tracking: status of payouts, number of customers referred. - Unique link with a contact form for inquiring. Dashboard for Promo Code Creation: - Creating promo codes for clients/contacts. Acceptance Criteria: Promo Code Creation: - Given: I am a Maroo customer with a premium account. - When: I onboard a new client. - Then: I want to be able to create a unique promo code for them for referrals. Referral Tracking: - Given: I am a Maroo customer with a premium account. - When: I create a unique promo code for referrals. - Then: I want to be able to track the number of times it has been shared via a unique contact form just for that client. Referral Inquiry Handling: - Given: I create a unique promo code for referrals. - When: A referred customer fills out and submits the contact form from the unique URL. - Then: I should receive an email with the inquiry and be able to see the status of the referral in my dashboard. Quarterly Payment Processing: - Given: I am a Maroo customer with a premium account. - When: Referrals are sent to my business. - Then: Every quarter, the referrals will be paid a $X.XX amount based on how many referrals they sent to my business. Example Flow: Client Onboarding and Promo Code Creation: - As a business owner with a premium Maroo account, I onboard a new client. - I create a unique promo code, e.g., "DAVIS20," and associate it with this client. Referral Usage and Tracking: - The client shares the promo code "DAVIS20" with potential referrals. - When a referred customer uses "DAVIS20" during payment, a kickback, such as "1% of sale," is automatically calculated and recorded. Referral Form Submission: - The referred customer fills out a contact form via a unique URL linked to "DAVIS20." - Upon submission, an email is sent to the business owner with the details of the inquiry. - The business owner can track the referral status and view the details on the dashboard. Quarterly Payment Processing: - At the end of each quarter, the dashboard calculates the total amount owed to each referrer based on the number of successful referrals. - Payments are processed, and the referrers are paid the agreed-upon amount for their referrals. Dashboard Mockup: Referral Tracking: - Status of payouts. - Number of customers referred. - Detailed list of referrals and their statuses. Promo Code Creation: - Form to create and manage unique promo codes. - Option to set kickback percentages or amounts. Inquiry Management: - List of inquiries submitted via unique URLs. - Details of each inquiry with referral status updates. Quarterly Payment Processing: - Section showing the total amount owed to each referrer for the quarter. - Option to process payments directly from the dashboard. This feature aims to enhance Maroo's payment processor by integrating a comprehensive referral program, ultimately driving more word-of-mouth referrals and rewarding clients for their loyalty.

I would like to have a full control around my clients and my own notifications. When and what to receive, frequency of notifications to the client, when I should be copied and not, etc etc

I want to be able to create multiple business accounts and switch between them without a need to sign on again

I want to be able to make my contracts fillable, where you can click on a blank line on a contract template and designate what areas the client needs to fill in and sign.

Maroo notifies the clients when we delete, edit, or update invoices. It would help our process and experience be smoother if they didn't get all the small notifications (clients already get so many emails).

I want my team to have a simple way of communicating on the platform

I'd like to remove Maroo branding from any client-facing communication or displays

I want to search for a transaction using the last 4 of the card number

Maroo used to allow us to donate a portion of the invoice to a charity of our choice and I’d like to see more charities available.

I want to have an ability to add a nickname to the connected bank accounts to make my payment process easier