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Referrals for Canopy Connect
Referrals for Canopy Connect

Referral, Gift Card

Updated this week

Spread the Love!

Do you use Canopy Connect and want to spread the love to other agents and people in your network? Canopy Connect offers you a personalized referral link that gets you $50.00 for each person you refer to us that signs up. Even better, your referrals also get a $50.00 sign up bonus!

The referrals can be used toward your account balance or returned to you via gift card to popular retailers such as Amazon, Google Play, Target, Walmart, Starbucks, Uber Eats, Doordash and more.

Terms and conditions apply. You can view these terms here.

Where can I find my personalized referral link?

You can find your personalized referral link by clicking on the Refer & Earn gift icon in the left side menu of the dashboard.

What's on the Referral page?

The Referral page is split into multiple sections: Overview, Your Referral Link, Redeem Your Credit, and Your referrals.

The Overview Section

The Overview section will display the number of referrals you've received, as well as the claimed and unclaimed amounts available.

The Your Referral Link Section

Your personalized referral link is in the Your Referral Link section. You can simply copy this link and send to whoever you'll be referring to Canopy Connect! You can also check off the referral setting checkbox that allows all future referral amounts to be applied directly to your account.

Please note, if the referral setting is checked off the referral amounts will apply to your team's invoice and those amounts will not be redeemable for gift cards.

The Redeem Your Credit Section

The Redeem Your Credit section allows you to select the type of gift card you'd like to receive when redeeming your referral amounts. Simply click the drop down and select the retailer of your choice. Click the Redeem Rewards button to receive your gift card.

You'll receive an email on how to redeem your gift card shortly after.

The Your Referrals Section

The Your Referrals section shows the status of your referral, as well as the date of referral, Company Name, and referral amount. This is a great section to keep an eye on for tracking your referrals!

Email Notifications

You'll receive email notifications letting you know when someone has used your referral link. An example email is shown below:

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