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.
