# Referrals (/docs/settings/referrals)

Referrals let you give teams you know $50 in Mokanata credit. When a team you referred pays its first invoice, the workspace you're in gets $50 of credit too.

- **Who can use it:** Everyone, whatever their role. Your link and the people you referred are your own, not the workspace's.
- **Before you start:** Credit lands on the workspace named at the top of the page, the one you're in. Only owners and admins see credit on the [Billing](/docs/settings/billing) page, so if you're a member or viewer, they're the ones who'll see it.

## Share your referral link [#share-your-referral-link]

<Steps>
<Step>

### Open Referrals [#open-referrals]

Go to **Settings** → **Referrals**. **Your referral link** shows your personal sign-up link and your code.

![The Referrals page header and Your referral link panel with the link, Copy link and Invite by email](/screenshots/referrals/01-referral-link.webp)

</Step>
<Step>

### Copy the link [#copy-the-link]

Click **Copy link** (it reads **Link copied**) and share it wherever you like. Anyone who signs up through it gets $50 in credit on their new workspace.

</Step>
</Steps>

## Invite people by email [#invite-people-by-email]

<Steps>
<Step>

### Open the invite [#open-the-invite]

In **Your referral link**, click **Invite by email**.

</Step>
<Step>

### Add the addresses [#add-the-addresses]

Type or paste the addresses in **Email addresses**, separated with commas or new lines. You can invite up to 20 people at a time, and not your own address.

![The Invite by email dialog with two addresses typed and the Send 2 invites button](/screenshots/referrals/02-invite.webp)

</Step>
<Step>

### Send [#send]

Click **Send invite** (or **Send** with the number of invites). Each person gets an email with your link and the $50 offer. You see **Invite sent to** the person, and they appear under **People you referred** as **Invited**. Anyone who already had an invite from you is skipped, and the message says so.

</Step>
</Steps>

## Track your referrals [#track-your-referrals]

<Steps>
<Step>

### Read the numbers [#read-the-numbers]

Under **Your referrals so far**, four numbers count what your link has brought in:

| Number | What it counts |
| --- | --- |
| **Link visits** | Times someone opened your link. |
| **Signed up** | Teams that created a workspace through your link or invite. |
| **Paying** | Of those, teams that have paid their first invoice. |
| **Credit earned** | $50 for each paying team. |

Below them, **Referrals** charts the people you referred by when you referred them, stacked by **Paying**, **Signed up** and **Invited**, and **Link visits** charts the visits to your link. A sentence under each chart sums it up, such as how many of the teams you referred now pay, and what share of visits led to a sign-up. Each chart can switch to a table, and the download button exports it as PNG, JPG, CSV or Excel.

![Link visits 89, Signed up 10, Paying 6 and Credit earned $300, above the Referrals and Link visits charts](/screenshots/referrals/03-activity.webp)

</Step>
<Step>

### Pick a date range [#pick-a-date-range]

The numbers, charts and list start with the last 6 months. Click the date range at the top right and choose **Last 7 days**, **Last 30 days**, **Last 90 days**, **Month to date** or **Last 6 months**, or pick a start and end day on the calendar and click **Apply**. The heading changes to **Your referrals,** followed by the range.

The range resets when you leave the page.

![The date range picker open with its presets on the left and two months of calendar, Cancel and Apply](/screenshots/referrals/04-date-range.webp)

</Step>
<Step>

### Check the people you referred [#check-the-people-you-referred]

**People you referred** lists everyone you invited or who signed up through your link, newest first. The line under each name says where they are:

| Status | Under the name | Credit earned |
| --- | --- | --- |
| **Invited** | They haven't signed up yet | — |
| **Signed up** | You earn $50 when they pay | — |
| **Paying** | Invited by email, or Signed up through the link | +$50 |

Search by name or email, use **Filter** for **Status** or **How they came** (**Invited by email** or **Signed up through the link**), and change the order with **Sort** (Name, Status, Referred or Credit earned). When the list is narrowed, a count such as "3 of 14" shows next to the tools. The list shows 10, 25 or 50 people per page.

![The People you referred list: search, Filter and Sort, and rows with Invited, Signed up and Paying statuses, when they were referred and +$50 for paying teams](/screenshots/referrals/05-people.webp)

</Step>
</Steps>

## Withdraw an invite [#withdraw-an-invite]

You can withdraw an invite until the person signs up. The email they got isn't recalled, and the link in it still works if they find it later.

<Steps>
<Step>

### Open the row's menu [#open-the-rows-menu]

On an **Invited** row, click the **⋯** menu. **Copy email** copies their address; choose **Withdraw invite**.

![The menu on an invited row with Copy email and Withdraw invite](/screenshots/referrals/06-row-menu.webp)

</Step>
<Step>

### Confirm [#confirm]

Click **Withdraw invite**, or **Keep invite**. The person comes off your list.

![The Withdraw the invite to dana@fernhill.co? dialog with Keep invite and Withdraw invite](/screenshots/referrals/07-withdraw.webp)

</Step>
</Steps>

## Act on several people at once [#act-on-several-people-at-once]

Tick the box at the start of each row (or the one in the header for the whole page). A bar at the bottom shows how many are selected:

- **Export as CSV** downloads `referrals.csv` with each person's name, email, how they came, status, when you referred them and the credit earned in US dollars.
- In the **⋯** menu, **Copy emails** copies the addresses of the people you invited by email, and **Withdraw** withdraws the invites in your selection after you confirm. People who already signed up stay on the list.
- **Clear** unticks everyone.

![Two invited rows ticked, and the bar at the bottom with 2 selected, Export as CSV and its menu open on Copy emails and Withdraw 2 invites](/screenshots/referrals/08-bulk.webp)

## How the credit works [#how-the-credit-works]

The **How it works** panel at the bottom of the page sums up the rules:

- **They get** $50 in credit on a new workspace, on top of the Free plan.
- **You get** $50 in credit for the workspace you're in, once theirs pays its first invoice.
- **Credit lasts** 12 months, and comes off invoices before the card is charged.
- **Doesn't count:** your own address, or a workspace that already had an account.

## Troubleshooting [#troubleshooting]

<Accordions type="single">
<Accordion title="You can't refer yourself">
Remove your own address from **Email addresses** and send again.
</Accordion>
<Accordion title="Some addresses aren't email addresses">
The message lists the ones that aren't. Fix or remove them; separate addresses with commas or new lines.
</Accordion>
<Accordion title="The list says No referrals yet">
Nobody has signed up through your link or been invited by you yet. Share your link or invite someone by email: each team shows here, with what it earned.
</Accordion>
<Accordion title="No one matches your search or filters">
Check the spelling, search by email instead, or click **Clear filters**.
</Accordion>
<Accordion title="The invites weren't sent">
Nothing was sent. The message in the dialog says why; check your connection and click **Send invite** again.
</Accordion>
<Accordion title="No one referred in this date range">
Nobody you referred falls in the dates you picked. Pick a longer range, such as **Last 6 months**.
</Accordion>
<Accordion title="I can't find the credit I earned">
Referral credit shows under **Credits** on the [Billing](/docs/settings/billing) page of the workspace named at the top of **Referrals**. Only owners and admins see credits there, so if you're a member or viewer, ask one of them.
</Accordion>
</Accordions>

## Next steps [#next-steps]

<Cards>
<Card title="Billing and plans" href="/docs/settings/billing" description="See credits, invoices and the payment card." />
<Card title="Create your account" href="/docs/getting-started/create-account" description="What the people you invite see when they sign up." />
<Card title="Settings overview" href="/docs/settings/settings-overview" description="Every settings section and who can change it." />
</Cards>
