Onboarding check list

This checklist is your one-stop guide to gathering everything you need to launch your referral program.

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To publish your mobile app in the app stores:

  1. D-U-N-S number
  2. Google Play Store developer account
  3. Apple App Store developer account

To brand your mobile app:

Logo
  • 1024 x 256 pixels (4:1 aspect ratio)
  • 400 x 400 pixels (1:1 aspect ratio)
Mobile app icon
  • 1024x1024px (1:1 aspect ratio)
Home page cover
  • Image: 1024 X 576 px (16:9 aspect ratio)
  • OR Video: Due to Vimeo's ability to exclude third-party content, only videos uploaded to Vimeo can be embedded as your home page cover.

 

To create your referral offer:

  1. Add locations
  2. Add salespeople
  3. Build an ideal reward structure
  4. Add offer photo: 1024 X 576 px (16:9 aspect ratio)
  5. Add offer terms & conditions
  6. Add a default introduction message for referrers to use

To eliminate tedious work and automate everything:

  1. Connect DealerVault account to automate referral lead-to-sales tracking (for automotive only)
  2. Connect PayPal Business account to pay referrers for qualified introductions

 

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