Faster Onboarding, Smoother Experience:
Meet Our New Complete Registration Flow

At Get The Referral, we know that speed and simplicity make all the difference—especially in home services, where your teams are busy and your customers expect results yesterday. That’s why we’ve rolled out a new update designed to make account activation faster, easier, and more user-friendly than ever.

Whether you’re adding Advocates through a bulk upload or your Sales Reps are getting auto-registered via integration, our new Complete Registration Flow removes a common pain point: the dreaded password reset.

Why This Matters for You

Let’s face it—any friction in the onboarding process can lead to confusion, delay, or worse, a missed opportunity. This new flow eliminates that friction, giving your team and your Advocates a smoother start from the very first click.

Here’s what’s new (and why you’ll love it):

• ✅ No more forced password resets: Instead of making users create a password after logging in (or jumping through confusing reset hoops), they’ll now receive a clean, branded email inviting them to complete their registration by setting a password from the start. An example is below:

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• ✉️ Streamlined email invitations: Tailored email templates for Advocates and Sales Reps walk them through the process in plain language. One click. One screen. Done.

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• 🔐 Secure, magic link access: The email includes a unique link that securely guides users through setup—no extra logins or passwords to remember during activation.

• 💻 Smart redirect options: After setting their password, users will see a helpful Thank You page with mobile or desktop options. If they're a Sales Rep, they’ll get sent straight to their dashboard—no extra steps.

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• 📬 Welcome emails triggered automatically: Once registered, your users still receive the helpful Welcome emails you’re used to—no changes needed on your part.

What This Means for Your Business

If your referral program is running on all cylinders, this update ensures that new users can get into their accounts, share referrals, and start earning rewards without delay.

If you're just getting started, this new flow makes onboarding faster and more intuitive—helping you drive adoption, build momentum, and see results sooner.

The Details

• Launched: Monday, May 5, 2025

• Downtime: None (fully seamless)

• Available to: All companies

• Applies to: Advocates and Sales Reps added via bulk upload or API integration

The Bottom Line

Your users shouldn’t need to be tech experts to get started—and now, they don’t have to be. With the new Complete Registration Flow, we’ve simplified onboarding to help your team hit the ground running.

Got questions? Want to see how it works? Contact your Customer Success Manager or book a quick demo below.