Boldin Referral Program FAQ
- I know someone who’d love Boldin and would like to refer them. How do I start?
To start the referral process, please sign up for our referral program here. Once you’ve signed up, you can share your unique referral link via email, social networks, and direct email invite. Please note, in order to take part in our referral program, terms and conditions apply. You may view the terms of service of our referral program here. - What is a successful referral?
In order for a referral to count, the person you’ve referred must be brand new to Boldin when they sign up and must upgrade to a paid PlannerPlus account. You must have your own paid PlannerPlus account to be eligible for your reward. - I'm part of the beta program which is running for 60 days. What happens if someone I refer signs up and pays after those 60 days are up?
We will honor your rewards as long as your referrals sign up and pay within 90 from the end of the referral program beta period. - How do I know how many of my referrals have signed up?
Once you’ve signed up for our referral program, you will be able to see how many referrals have signed up by logging into our referral program homepage here. - If one of my referral signs up, when and how do I get my reward?
When your referral signs up and pays for their PlannerPlus account, our team gets alerted. They review the payment information and then approve rewards if all is in order. Once your reward is approved, you will receive an email notification from us. While the referral program is in beta, this process may take up to week from your referral's payment. - My referral used my unique referral link to sign up but I didn't get credit. Is there a way I can still receive credit?
We will only count referrals on links that are automatically tracked and reported by our system. Please contact our team to assist you if you believe there was a tracking error.