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Boost Your Earnings: How to Leverage BoldDesk’s Refer and Earn Program

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BoldDesk’s Refer and Earn Program

Love using BoldDesk®? Why not share that experience and get rewarded while you’re at it? With BoldDesk’s Refer and Earn program, spreading the word about your favorite help desk software can earn you exciting benefits.

Whether you’re a happy customer or an enthusiastic advocate, inviting others to try BoldDesk is simple—and rewarding. It’s our way of saying thanks for helping others discover smarter customer support.

In this blog, we’ll take a closer look at how BoldDesk’s Refer and Earn program works, the benefits it offers, and how you can get started sharing your unique referral link.

What is BoldDesk’s Refer and Earn program?

BoldDesk’s Refer and Earn program allows you to earn a generous 30% commission on your referrals’ monthly subscriptions for their first 12 months. As a valued BoldDesk customer, you can earn exclusive rewards just by sharing BoldDesk with your network.

Program Highlights:

How It Works:

How to invite friends

BoldDesk offers two easy ways to invite friends:

  1. Sharing a referral link
  2. Sending an email invitation

Both methods are straightforward and take just a few minutes to set up.

Method 1: Invite via referral link

How to Invite Friends via Referral Link
How to Invite Friends via Referral Link

Step 1: Log in to your account

Access your BoldDesk account with your credentials.

Step 2: Navigate to Refer and Earn

From the left side menu, go to Admin > General > Refer and Earn.

Step 3: Locate your referral link

Under the Invite Friends tab, find the Share Your Referral Link section.

Step 4: Copy your unique referral link

Click on the Copy Link button next to the URL.

Step 5: Share your link

Share your referral link directly via social media platforms:

  • Facebook
  • LinkedIn
  • X (formerly Twitter)

Method 2: Invite via Email

How to Invite Friends via Email
How to Invite Friends via Email

Step 1: Log in to your account

Access your BoldDesk account with your credentials.

Step 2: Navigate to Refer and Earn

From the left side menu, go to Admin > General > Refer and Earn.

Step 3: Find the email invitation section

Under the Invite Friends tab, locate the Invite via Email section.

Step 4: Enter recipient email addresses

Type the email address of the person you want to invite. Click + Add Email to include more recipients (up to 25 emails per day).

Step 5: Send invitations

Once all emails are added, click Send Invite. An email with your unique referral link will be sent to your contacts.

Note: You can send up to 25 email invites within a 24-hour period. If you reach the limit, wait until the next day to send more invites.

How to track your referrals

BoldDesk provides a comprehensive dashboard to monitor your referral performance. You can easily track who has signed up, started a trial, or become a paying customer.

Referrals Summary
Referrals Summary

Accessing your referral dashboard

Follow the steps below to access your referral dashboard:

Step 1: Log in to your BoldDesk account

Step 2: Access the Referrals section

From the left-hand menu, navigate to Admin > General > Refer and Earn.

Step 3: Select the Referrals tab

Click the Referrals tab at the top of the page to view your referral metrics.

Pro Tip: Use the Referrals tab to track your referral performance and follow up with invitees who haven’t activated yet. A gentle reminder about BoldDesk’s benefits can help increase your chances of earning commissions.

How to view commission and transaction details

BoldDesk provides transparent reporting on your earned commissions and transaction history. You can easily track how much you’ve earned and how those earnings have been used.

Detailed Referral Log
Detailed Referral Log

Accessing commissions information

Easily track your commissions in just a few steps.

Step 1: Log in to your account

Step 2: Navigate to Refer and Earn

From the left menu: Admin > General > Refer and Earn.

Step 3: Click the Commissions tab

Viewing transaction history

Follow these quick steps to access your transaction history.

Step 1: Log in to your account

Step 2: Navigate to Refer and Earn

From the left menu: Admin > General > Refer and Earn.

Step 3: Click the Transactions tab

Important notes

  • Commissions are credited only after the referral makes a qualifying purchase.
  • Earned commission balances can be applied toward your subscription payments on the platform.
  • Email addresses and timestamps help you track your referral and transaction history in detail.
  • The commission rate is 30% of the referral’s monthly subscription for the first 12 months.

What makes BoldDesk’s program stand out

  • Higher value rewards: 30% commission is significantly higher than many SaaS referral programs.
  • Longer reward period: Earn commissions for a full 12 months per referral.
  • Cash value: Direct monetary benefit versus product features.
  • Flexible usage: Apply commission to subscription payments or accumulate.

Let’s see how your earnings could add up with just a few successful referrals:

Scenario Monthly Subscription Your Commission (30%) 12-Month Total
1 Small Business Referral $99/month $29.70/month $356.40
3 Small Business Referrals $99/month each $89.10/month $1,069.20
1 Medium Business Referral $199/month $59.70/month $716.40
1 Enterprise Referral $399/month $119.70/month $1,436.40

Tips for maximizing your referral earnings

Want to make the most of BoldDesk’s Refer and Earn program? Here are some proven strategies to increase your referral success rate and maximize your earnings:

Identify contacts who genuinely need a helpdesk solution. Focus on businesses that handle customer support tickets, manage multiple communication channels, or need knowledge base capabilities.

Don’t just share your link. Explain why you think BoldDesk would be valuable to the specific person or business you’re referring. Highlight features that address their particular needs.

Increase conversion rates by offering to help new users get started. Share your own experience with setting up BoldDesk and provide tips for a smooth implementation.

Monitor your referral dashboard regularly. When you see someone has started a trial, follow up to see if they have questions or need assistance before the trial expires.

Share your referral link across different platforms: direct emails, social media, professional forums, your website or blog, and relevant community discussions.

The more you understand BoldDesk’s features and benefits, the better you can explain its value to potential users. Take time to explore the platform thoroughly.

Ready to turn referrals into rewards?

BoldDesk’s Refer and Earn Program is your gateway to earning exciting rewards and building passive income—all while helping others discover the power of streamlined customer support.

With comprehensive tracking and insights, including customer satisfaction metrics to monitor the impact of your referrals, you have all the tools you need to succeed.

Join BoldDesk’s Refer and Earn Program today and start turning your advocacy into real rewards!

Frequently Asked Questions

The 30% commission is calculated based on the monthly subscription price paid by your referral. For example, if your referral subscribes to a plan that costs $100 per month, you’ll earn $30 per month for the first 12 months of their subscription.

Commissions are credited to your account after your referral makes a qualifying purchase. The earnings are then available to be applied toward your own BoldDesk subscription payments or accumulated in your balance.

No, there’s no limit to the number of people you can refer. You can earn commissions from as many successful referrals as you can generate. Note that there is a limit of 25 email invites per 24-hour period, but you can always share your referral link directly without limitations.

If your referral cancels their subscription, you’ll continue to earn commissions for the active months during the first 12-month period. Once they cancel, commissions for future months will not be earned.

No, the referral program applies only to new customers who haven’t previously used BoldDesk. The system identifies new users based on their email addresses and company information.

Your referral link doesn’t expire and remains valid as long as your BoldDesk account is active. You can use the same link for all your referrals.
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