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Share your organization’s referral link to invite new customers to InsForge. Referred customers receive a $5 credit at sign-up, and your organization earns referral credits after an eligible referral makes a successful payment.

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How it works

1

Open your Referral page

In the InsForge dashboard, select your organization and open its Referral page.
2

Copy or customize your referral link

Copy your organization’s referral link, or customize its code before sharing it.
3

Invite a new customer

Share the link with someone who is new to InsForge. They must sign up through the valid link for the referral to be attributed.
4

Earn credits after their first payment

The referred customer receives their sign-up credit at sign-up. After the customer makes a successful paid subscription payment, your organization receives its referral rewards.

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Rewards

WhoReward
Referred customer$5 in credit at sign-up, automatically applied to their first paid invoice.
Referring organization$10 in credit after the referred customer’s first successful payment.
Referring organizationCredits equal to 20% of the referred customer’s paid subscription invoices for 12 months from their first payment.

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Rules

  • The referral must be a new user who signs up through a valid referral link.
  • Self-referrals are not eligible.
  • The referring organization earns no $10 bonus or commission until the referred customer makes a successful payment.
  • Commission credits tied to refunded or disputed invoices can be reversed.

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Use your credits

Referral credits belong to the organization that earned them. They never expire, accumulate in the organization’s Billing & Credits balance, and automatically apply to future invoices.