Set up your Refer a Friend link
Share Captira with other bail agencies and earn a $75 gift card for every referral that becomes a paying customer. This guide shows you where to find the screen and how to create your link.
Before you start
You need to be logged in to Captira with an account in good standing. Setup takes about a minute and you only do it once.
- Decide which reward you want: a Starbucks, Target, or Amazon gift card.
- Think of a short handle to use as your link, usually your agency name.
- Check the email address on your Captira account is current. That is where your reward voucher is sent.
Set up your link
Log in to Captira, then follow these three steps in order.
-
Open the Refer Friends screen
Click your profile picture or your name in the top right corner of Captira. A menu opens showing your name and email at the top.
- In that menu, click Refer Friends.
- It sits between Video Help and Feedback, just above Log Out.
Click your profile picture in the top right, then Refer Friends. -
Choose your reward, then create your link
The Refer a Friend window opens and explains the program: create your link, share it, and get rewarded.
- Under Choose your reward voucher, click Starbucks, Target, or Amazon.
- Click Create my link.
Create my link stays greyed out until you have selected a voucher.
Pick a voucher, then click Create my link. -
Set your handle and save
The last screen asks for your referral handle. This becomes your own unique link, so pick something short and easy to say out loud.
- Type your handle into the Referral handle field.
- You can still change your reward voucher on this screen.
- Tick I agree to the Referral Terms.
- Click Save Handle.
Save Handle stays greyed out until the handle field is filled in and the terms box is ticked.
Enter your handle, tick the terms, then Save Handle.
What happens after you save
Your link is live as soon as you save your handle. Share it by email, text, or social. Anyone who signs up through it is tagged to you automatically, so there is nothing else for you to track.
- A referral qualifies once the new account has stayed a paying customer into its second month.
- Once it qualifies, the reward is yours to keep, even if that account cancels later.
- Your $75 eVoucher is emailed to the address on your Captira account.
- You can earn a reward only once per referred account.
Troubleshooting
I cannot find Refer Friends in the menu.
Check you clicked your profile picture or name in the very top right corner, not the main navigation. The correct menu shows your name and email at the top, then Video Help, Refer Friends, Feedback, and Log Out.
The Create my link button is greyed out.
You need to choose a reward voucher first. Click Starbucks, Target, or Amazon and the button becomes active.
The Save Handle button is greyed out.
Two things are required: a handle typed into the Referral handle field, and the I agree to the Referral Terms box ticked. Once both are done the button becomes active.
Can I change my reward voucher later?
You can change it on the handle screen before you save. If you need to change it after saving, contact Captira support.
Can I change my handle after saving it?
Contact Captira support if you need your handle changed. Anyone you have already shared the old link with would need the new one.
When exactly do I get paid?
After the referred account has stayed a paying customer into its second month. If they cancel before that, the referral does not qualify and no reward is due.