Every loyal customer becomes an acquisition channel: referral built into the loyalty program

Member Get Member is a referral programme: a customer who is already loyal, the promoter, invites friends and acquaintances to become customers and receives a reward when the people they invited reach a goal.

In Marta, referral is built into the loyalty programme. The promoter receives a link to the “Invite and Win” web app, sends their invitations and follows each invitee's progress in real time. The team manages appointments and status from the back office, while messages and rewards start automatically.

The promoter opens the web app by verifying their phone number with an OTP code, personalises the invitation message and shares it with their contacts by SMS, WhatsApp, email or any other channel.

No username, password or app to download is required: the OTP code is enough to recognise the promoter securely. Every invitation contains a unique link, so the invitee lands on the right page and the system always knows who invited them.

Every link is unique and tied to the promoter who generated it: when the invitee registers, Marta records the relationship between the two automatically.

From then on the invitee moves through a sequence of states: registered, appointment booked, appointment completed and, finally, contract signed or not interested. Each step is visible both to the team in the back office and to the promoter in the web app, so nobody has to reconstruct by hand who brought whom.

The mission is the goal the promoter must reach to get the reward, for example “bring three friends all the way to signing the contract”.

The number of invitees required, the final state they must reach and the reward are configured from the back office. Every step an invitee completes moves the mission forward, and the promoter always sees how many steps are done and how many are left. It is a gamification mechanic applied to acquiring new customers.

When the mission is complete, the reward is assigned automatically, with no action from the team.

Along the way the promoter also receives automatic messages at each step of the invitee, for example when a friend books the appointment or becomes a customer, so they stay motivated until the goal. Thanks to the promo engine you can also set intermediate rewards, or a welcome voucher for the invitee.

From the back office, with an appointment planner for the bookings made by invitees, a promoter profile with the list of invitees, and an invitee profile with the current status.

The operator looks up a customer by phone number, sees their situation immediately and updates the status with a click. There are no files to import and no external CRM to synchronise: once the status is updated, Marta advances the mission, sends the messages and assigns the rewards.

It is especially effective in industries where word of mouth weighs heavily on the purchase decision and the path has several steps, such as rental, automotive, energy, financial services, telecoms and education.

The sequence of registration, appointment and contract fits consultative sales well, but the mechanism also works in retail, where the final state can simply be the first purchase. Every invitee can in turn become a promoter, starting new acquisition cycles at a low cost.

The first layer of protection is the path itself: the promoter identifies themselves with an OTP, every invitation uses a unique link, and the reward is triggered only when the invitee reaches the final state, for example signing the contract, which the team checks.

Registering with made-up contacts is therefore not enough to get the reward. For programmes with high volumes, Marta also offers the Fraud prevention module, with automatic rules on movements and the option to put suspicious operations under review before the reward is paid.