Step-by-step guide

How Pepform turns customers into micro‑influencers

From upload to reward in minutes. See how we plug referrals into your marketing campaigns so every happy customer promotes you across SMS, email, and social.

1

Import your customers (activate your micro‑influencers)

Upload a simple CSV (name, phone, email). Pepform instantly turns every customer into a trackable, campaign-connected micro‑influencer.

Instant processing

Pepform reads your file and sets everything up in seconds

Campaign-ready links

Every customer gets a link you can drop into SMS, email, or ads

Ready to share

Links are live immediately—no waiting, no approval process

Step 1

Upload CSV

customers.csv

name, phone, email

Sarah Jones, +447..., sarah@...

Mike Chen, +447..., mike@...

Emma Davis, +447..., emma@...

38 links generated

Ready to share with customers

Step 2

Ambassador portal

Sarah's portal

Your link:
pepform.com/r/abc123
WhatsApp
SMS
2

Customers become ambassadors (micro‑influencers)

Send customers their unique link via text, email, or embed it inside your campaigns. Their personal portal makes sharing to friends effortless.

Personal portal for each customer

Track their referrals, credits earned, and share buttons

One-tap sharing

WhatsApp, SMS, Instagram, Facebook—all built in

Beautiful referral pages

When friends click the link, they see your offer and can claim it instantly

3

Track referrals in real-time

Every click and referral shows up instantly. See who referred who, which campaign drove it, and reward them automatically—all from one dashboard.

Live referral feed

Know exactly who's bringing you new business

Pending vs completed

Clear view of what needs action and what's done

Ambassador leaderboard

See your top referrers and total credits earned

Step 3

Dashboard view

Pending

12

Completed

38

Recent referral

Emma → Lucy

2 minutes ago

Pending

Step 4

Auto-rewards

Referral completed!

Lucy booked an appointment

Emma notified

"Amazing! Your friend just booked – you've earned £10 credit! 🎉"

4

Rewards happen automatically

When a referred customer books or completes their first purchase, just mark it complete in your dashboard. Pepform instantly credits the ambassador and sends them a celebration SMS.

One-click completion

Just hit "Mark completed" in your dashboard

Credits applied instantly

Ambassador's account updates in real-time

SMS notification sent

Keeps ambassadors excited and motivated to share more

That's it. Four simple steps.

No complicated setup, no integrations, no ongoing maintenance. Just upload once and watch your referral program run itself.

Register Now