Referral Program - Earn Rewards | Disclosurely

Earn account credits, free subscription months, and premium features by referring organizations to Disclosurely. Track referrals, monitor rewards, and grow your network.

Referral Program

Earn valuable rewards by referring other organizations to Disclosurely. Share your unique referral link and unlock account credits, free subscription months, extended storage, and premium features.

Overview

The Disclosurely Referral Program rewards you for helping other organizations implement effective whistleblowing solutions. When you refer a colleague, partner, or another organization that subscribes to Disclosurely, both you and the referred organization benefit.

How It Works:

Generate your unique referral link from your dashboard
Share with colleagues, partners, and professional network
Earn rewards when they subscribe
Track referrals and reward status in real-time
Redeem rewards for account credits, features, and more

Access: Dashboard > Account > Referral Program

Availability: All plan levels (Free, Starter, Pro, Enterprise)

Learn More: Subscription Tiers

How the Referral Program Works

Getting Your Referral Link

Generate Unique Link:

Every Disclosurely account receives a unique referral link:

How to Access:

Log in to your dashboard
Navigate to Account > Referral Program
Find your unique referral link
Copy link or share directly

Your Referral Link Format:

https://disclosurely.com/signup?ref=YOUR_UNIQUE_CODE

Unique Referral Code:

Automatically generated for your account
Permanent (doesn't change)
Tracks all referred signups
Cannot be shared or transferred

Multiple Links: You can create multiple tracking links for different campaigns:

Link for LinkedIn posts
Link for email campaigns
Link for webinars
Link for partner websites

Access: Dashboard > Referral Program > Create Campaign Link

Sharing Methods:

1. Direct Link Sharing:

Copy and paste in emails
Share in Slack/Teams channels
Include in email signatures
Post on social media

2. Email Invitation:

Send pre-written invitation emails
Customize message with your details
Track email opens and clicks
Bulk send to multiple contacts

Access: Dashboard > Referral Program > Send Email Invitation

3. Social Media:

One-click share to LinkedIn, Twitter, Facebook
Pre-populated share text (customizable)
Includes engaging graphics
Hashtags and mentions

4. QR Code:

Generate QR code for print materials
Include in presentations
Add to business cards
Display at conferences

Download: Dashboard > Referral Program > Generate QR Code

5. Promotional Materials:

Pre-designed social media graphics
Email templates
PowerPoint slide decks
One-pagers and brochures
Case study templates

Access: Dashboard > Referral Program > Marketing Assets

Who Can You Refer?

Eligible Referrals:

✅ Organizations that can be referred:

Companies implementing compliance programs
Non-profits establishing whistleblowing channels
Educational institutions
Government agencies
Professional service firms
Industry associations
Any organization not currently using Disclosurely

✅ Referral relationships:

Professional colleagues and contacts
Business partners and vendors
Industry peers and competitors
Conference connections
Online community members
Former colleagues

❌ Ineligible referrals:

Existing Disclosurely customers
Organizations you're affiliated with as employee/owner
Referrals from prohibited countries (sanctions compliance)
Self-referrals or fake organizations

Verification: All referrals are verified before rewards are issued to prevent fraud.

Referral Tracking

How Referrals Are Tracked:

Attribution Methods:

Unique Link Click - Cookie stored in browser (30-day window)
Referral Code Entry - Manual code entry during signup
Email Domain Matching - Organization domain from invitation email
Admin Verification - Manual attribution if technical issues

Tracking Dashboard:

Monitor your referral activity in real-time:

Access: Dashboard > Referral Program > My Referrals

Metrics Displayed:

Total Clicks - How many people clicked your link
Signups - How many created free accounts
Conversions - How many subscribed to paid plans
Active Referrals - Currently subscribed organizations
Total Rewards Earned - Lifetime value of rewards
Pending Rewards - Awaiting redemption

Referral Status:

Clicked - Someone clicked your link
Signed Up - Created free account
Trial Started - Started paid plan trial
Converted - Subscribed to paid plan
Active - Currently paying customer
Churned - Canceled subscription

Detailed View:

Click on any referral to see:

Organization name (if public)
Signup date
Plan type (Starter, Pro, Enterprise)
Reward earned
Reward redemption status
Days active

Rewards & Benefits

Reward Structure

What You Earn:

Rewards vary based on the plan your referral subscribes to:

Starter Plan Referrals:

$50 account credit (one-time)
+5 GB storage added to your account
1 month free on your current plan

Pro Plan Referrals:

$150 account credit (one-time)
+20 GB storage added to your account
3 months free on your current plan
Early access to new features (1 quarter)

Enterprise Plan Referrals:

$500 account credit (one-time)
Unlimited storage upgrade for 6 months
6 months free on your current plan
Early access to new features (1 year)
Dedicated success manager consultation
Conference ticket (select events)

Annual Subscription Bonus: If your referral chooses annual billing (vs. monthly):

+50% bonus on all rewards
Example: Pro referral = $225 credit instead of $150

Recurring Rewards

Lifetime Value:

Earn ongoing benefits while your referrals remain active customers:

Monthly Recurring Rewards:

5% of referral's monthly subscription as account credit
Applied automatically each month
Continues as long as they remain subscribed
No limit to total lifetime earnings

Example:

Refer 3 organizations on Pro plan ($99/month each)
Earn: 3 × $99 × 5% = $14.85/month recurring credit
Over 2 years: $14.85 × 24 = $356.40 total

Reward Tiers:

Unlock increasing benefits as you refer more organizations:

Bronze (1-2 referrals):

Standard rewards listed above
Referral dashboard access

Silver (3-5 referrals):

+10% bonus on all rewards
Priority support for your account
Quarterly product roadmap updates

Gold (6-10 referrals):

+25% bonus on all rewards
Free upgrade to next plan tier (for duration of referrals)
Monthly product team office hours access
Named in referral leaderboard

Platinum (11+ referrals):

+50% bonus on all rewards
Free Enterprise features regardless of your plan
Direct product team contact
Invitation to exclusive events
Partnership opportunities

Redemption Options

How to Use Rewards:

1. Account Credits:

Applied automatically to your subscription
Reduces or eliminates monthly bill
Credits never expire
Can accumulate unlimited balance

2. Plan Upgrades:

Use credits to upgrade to higher plan
Example: Use $150 credit to upgrade from Starter ($49) to Pro ($99) for 3 months
Upgrade remains active while credits available

3. Storage Expansion:

Redeem credits for additional storage
$25 credit = 50 GB additional storage
Storage persists for 1 year from redemption

4. Feature Unlocks:

Unlock Enterprise features temporarily
Example: $100 credit = 1 month Enterprise features
Access advanced analytics, API, custom branding

5. Cash Payout (Platinum Tier Only):

Minimum $500 balance required
PayPal or bank transfer
Paid quarterly
Tax documentation required (IRS Form W-9 for US)

6. Charity Donation:

Donate credits to supported charities
100% of credits donated (Disclosurely matches 10%)
Tax receipt provided
Supported causes: transparency, ethics, whistleblower protection

Redemption Process:

Navigate to Dashboard > Referral Program > Rewards
View available credit balance
Select redemption option
Confirm redemption
Rewards applied immediately or within 24 hours

Best Practices for Referrals

✅ Target the Right Audience:

Focus on organizations with 50+ employees
Compliance-heavy industries (finance, healthcare, public sector)
Companies with global operations
Organizations facing regulatory requirements
Non-profits receiving government funding

✅ Provide Value First:

Explain benefits to their organization (not just your reward)
Share your positive experience
Offer to answer questions
Provide demo or walkthrough
Share relevant case studies

✅ Use Multiple Channels:

LinkedIn posts and articles
Industry-specific forums and communities
Professional association newsletters
Webinar mentions
Conference networking
Email introductions

✅ Personalize Your Message:

Don't spam generic links
Explain why Disclosurely specifically helps their situation
Reference compliance regulations they face
Share relevant features for their industry
Offer personal assistance with onboarding

Sample Referral Messages

LinkedIn Post Example:

After implementing Disclosurely for our whistleblowing program, we've seen a
3x increase in reports and significantly improved our compliance posture. The
platform's anonymous reporting and case management features have transformed
how we handle employee concerns.

If your organization is looking to improve compliance, strengthen your ethics
program, or meet regulatory requirements like the EU Whistleblowing Directive,
I highly recommend checking out Disclosurely.

[Your Referral Link]

Happy to chat about our experience and answer any questions!

Email to Colleague Example:

Subject: Whistleblowing Platform Recommendation

Hi [Name],

I know [Company] has been working on compliance initiatives, and I wanted to
share a tool that's been incredibly valuable for us: Disclosurely.

We implemented it 6 months ago to meet [SOX/EU Directive/GDPR] requirements,
and it's exceeded expectations:
- Anonymous reporting with secure messaging
- Automated case workflows and SLA tracking
- Comprehensive audit trails for regulators
- Multi-language support for our global workforce

I thought it might be helpful for your team as well. Here's a link to learn
more: [Your Referral Link]

Happy to connect you with our compliance team if you want to hear about our
implementation experience.

Best,
[Your Name]

Conference Conversation Example:

"We recently implemented a whistleblowing platform called Disclosurely, and it's been a game-changer for our compliance program. If you're dealing with [specific regulation], I'd be happy to share our learnings. Here's my card with more info..."

What NOT to Do

❌ Don't spam:

Mass unsolicited emails
Posting in irrelevant groups
Aggressive sales tactics
Repeated messages to same person

❌ Don't misrepresent:

Exaggerate features or capabilities
Promise specific results
Claim affiliation you don't have
Hide that it's a referral link

❌ Don't violate policies:

Share in prohibited channels (competitor forums)
Violate employer social media policies
Breach confidentiality or NDAs
Use misleading advertising

Compliance & Terms

Referral Program Rules

Eligibility:

Must have active Disclosurely account (any plan)
Account in good standing (no violations, current on payments)
Located in permitted jurisdiction
Comply with program terms

Prohibited Activities:

Self-referrals or fake organizations
Automated/bot traffic
Trademark violations in promotion
Spam or unsolicited commercial email
Misrepresentation of Disclosurely features
Referral link manipulation or gaming

Consequences of Violations:

Referral rewards forfeited
Account suspension or termination
Legal action if fraud detected
Ineligibility for future rewards

Tax Implications

Tax Reporting:

United States:

Rewards over $600/year may require IRS Form 1099
You're responsible for reporting as income
Consult tax professional for guidance

International:

Tax treatment varies by country
Rewards may constitute taxable income
Disclosurely does not provide tax advice
Consult local tax professional

Business vs. Personal: If referring as business entity:

Different tax treatment may apply
May need business tax documentation
Consult accountant for proper handling

Data Privacy

Referral Privacy:

What We Track:

Referral link clicks (anonymized)
Signup attribution (organization level)
Conversion to paid plan
Subscription status

What We Don't Share:

Specific organization details (unless public)
Individual names or contacts
Sensitive account information
Financial details

Your Privacy:

Referral activity is confidential
Not shared publicly without permission
Opt-in to leaderboard display

Learn More: Privacy Policy

Referral Program Analytics

Tracking Performance

Dashboard Metrics:

Access: Dashboard > Referral Program > Analytics

Available Metrics:

Traffic Metrics:

Total link clicks
Unique visitors
Click sources (social media, email, direct)
Geographic distribution
Device types (desktop, mobile)

Conversion Metrics:

Click-to-signup rate
Signup-to-trial rate
Trial-to-paid rate
Overall conversion funnel
Time to conversion

Revenue Metrics:

Total rewards earned
Pending rewards
Redeemed rewards
Projected monthly recurring rewards
Lifetime value of referrals

Referral Health:

Active referrals (currently paying)
Churned referrals (canceled)
At-risk referrals (usage declined)
Retention rate
Average customer lifetime

Campaign Performance:

If using multiple tracking links:

Performance by campaign
Best-performing channels
ROI by source
A/B test results

Optimization Insights

Recommendations:

The dashboard provides personalized suggestions:

Example Insights:

"Your LinkedIn posts have 3x higher conversion than email. Try more LinkedIn content."
"Referrals from finance industry have 90% retention. Focus on CFO/compliance officer outreach."
"Your trial-to-paid conversion is 45% (platform average: 30%). Share your onboarding tips."

Benchmarking:

Compare your performance to anonymized platform averages
Identify strengths and opportunities
Learn from top performers (anonymized insights)

Leaderboard & Recognition

Monthly Referral Leaderboard

Compete and Win:

Top referrers each month earn special recognition:

Leaderboard Categories:

Most new referrals (month)
Highest total rewards earned (month)
Best conversion rate
Lifetime referral champion

Monthly Prizes:

1st Place:

$500 bonus account credit
Featured spotlight in newsletter
Exclusive Disclosurely swag
Recognition certificate

2nd-5th Place:

$100-$250 bonus credits
Newsletter mention
Disclosurely swag

Access: Dashboard > Referral Program > Leaderboard

Privacy: Leaderboard participation is optional (opt-in only). You can compete anonymously or use your name/organization.

Referral Ambassador Program

Become an Official Ambassador:

Top referrers (10+ active referrals) can apply for Ambassador status:

Benefits:

Special "Ambassador" badge in community
Exclusive ambassador Slack channel
Direct line to product team
Early access to all features
Speaking opportunities at Disclosurely events
Increased referral rewards (+25% permanent boost)
Co-marketing opportunities

Requirements:

10+ active paid referrals
Account in excellent standing
Active community participation
Professional representation of brand

Apply: Email referrals@disclosurely.com with:

Your referral stats
Why you want to be an ambassador
How you plan to promote Disclosurely
Any relevant marketing/influence experience

Referral Support

Getting Help

Referral Program Questions:

Contact: referrals@disclosurely.com

Common Questions:

Q: When do I receive rewards? A: Credits applied within 48 hours of referred organization's first payment. Recurring rewards applied monthly on subscription anniversary.

Q: What if my referral doesn't use my link but mentions my name? A: Contact referrals@disclosurely.com with details. We can manually attribute if within 30 days and verifiable.

Q: Can I refer multiple departments in same organization? A: No, only one referral reward per organization (based on primary account). Departments should use same organization account.

Q: Do rewards expire? A: Account credits never expire. Storage and free months expire as noted at redemption.

Q: Can I transfer credits to another organization? A: No, rewards are non-transferable and tied to your account.

Q: What if my referral cancels? A: Recurring rewards stop when they cancel. Initial referral reward is not clawed back unless fraud is detected.

Resources

Referral Resources:

Access: Dashboard > Referral Program > Resources

Available Materials:

Referral program FAQ
Email templates (5+ variations)
Social media post templates
Presentation slides (PowerPoint, Google Slides)
One-page overview (PDF)
Case studies by industry
ROI calculator
Compliance checklist
Video demo links

Customization: All templates can be customized with:

Your organization name
Your contact information
Industry-specific examples
Regional compliance references

Partnership Opportunities

Formal Partnerships

High-Volume Referrers:

Organizations referring 20+ customers may qualify for formal partnership:

Partnership Types:

1. Reseller Partnership:

Sell Disclosurely with margin
White-label options available
Joint go-to-market support
Dedicated partner manager

2. Technology Partnership:

Integration with your platform
Co-marketing opportunities
Joint customer success
Revenue sharing models

3. Affiliate Partnership:

Higher commission rates (10-20%)
Dedicated landing pages
Marketing development funds
Co-branded materials

4. Consulting Partnership:

Implement Disclosurely for clients
Certification and training
Implementation support
Recurring revenue share

Interest: Email partnerships@disclosurely.com

Custom Domains

Branded Referral Experience:

Enterprise customers can create custom referral landing pages:

Example: Instead of disclosurely.com/signup?ref=ABC123, use: compliance.yourcompany.com/disclosurely-partner

Benefits:

Increased trust and conversion
Brand consistency
Professional appearance

Learn More: Custom Domains

Analytics Integration

Track Referral ROI:

Connect referral program to your analytics:

Available Metrics:

Referral traffic in Google Analytics
Attribution modeling
Conversion tracking
Revenue attribution

Setup: Dashboard > Referral Program > Integrations

Learn More: Analytics Dashboard

Success Stories

Top Referrer Highlights

Case Study: Compliance Consulting Firm

"We've referred 47 clients to Disclosurely over 18 months, earning over $15,000 in credits and unlocking Enterprise features permanently. It's become a core part of our service offering."

Results:

47 active referrals
Platinum tier status
$15,000+ in credits earned
Free Enterprise features
Selected as Ambassador

Case Study: CFO Network

"As a CFO peer group leader, I recommended Disclosurely to 12 member companies. The recurring rewards now cover my entire subscription cost."