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Love using BoldDesk®? Why not share that experience and get rewarded while you’re at it? With BoldDesk’s Refer and Earn program, spreading the word about your favorite help desk software can earn you exciting benefits.
Whether you’re a happy customer or an enthusiastic advocate, inviting others to try BoldDesk is simple—and rewarding. It’s our way of saying thanks for helping others discover smarter customer support.
In this blog, we’ll take a closer look at how BoldDesk’s Refer and Earn program works, the benefits it offers, and how you can get started sharing your unique referral link.
What is BoldDesk’s Refer and Earn program?
BoldDesk’s Refer and Earn program allows you to earn a generous 30% commission on your referrals’ monthly subscriptions for their first 12 months. As a valued BoldDesk customer, you can earn exclusive rewards just by sharing BoldDesk with your network.
Program Highlights:
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30% commission on monthly subscriptions
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Easy-to-share referral links
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Detailed referral tracking
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Commissions for a full 12 months
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Direct email invitation option
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Transparent commission reporting
How It Works:
- Share your unique referral link with friends, colleagues, or on social media
- Friends sign up using your referral link
- You earn 30% of their monthly subscription for a full year
How to invite friends
BoldDesk offers two easy ways to invite friends:
Both methods are straightforward and take just a few minutes to set up.
Method 1: Invite via referral link
Step 1: Log in to your account
Access your BoldDesk account with your credentials.
Step 2: Navigate to Refer and Earn
From the left side menu, go to Admin > General > Refer and Earn.
Step 3: Locate your referral link
Under the Invite Friends tab, find the Share Your Referral Link section.
Step 4: Copy your unique referral link
Click on the Copy Link button next to the URL.
Step 5: Share your link
Share your referral link directly via social media platforms:
- X (formerly Twitter)
Method 2: Invite via Email
Step 1: Log in to your account
Access your BoldDesk account with your credentials.
Step 2: Navigate to Refer and Earn
From the left side menu, go to Admin > General > Refer and Earn.
Step 3: Find the email invitation section
Under the Invite Friends tab, locate the Invite via Email section.
Step 4: Enter recipient email addresses
Type the email address of the person you want to invite. Click + Add Email to include more recipients (up to 25 emails per day).
Step 5: Send invitations
Once all emails are added, click Send Invite. An email with your unique referral link will be sent to your contacts.
How to track your referrals
BoldDesk provides a comprehensive dashboard to monitor your referral performance. You can easily track who has signed up, started a trial, or become a paying customer.
Accessing your referral dashboard
Follow the steps below to access your referral dashboard:
Step 1: Log in to your BoldDesk account
Step 2: Access the Referrals section
From the left-hand menu, navigate to Admin > General > Refer and Earn.
Step 3: Select the Referrals tab
Click the Referrals tab at the top of the page to view your referral metrics.
How to view commission and transaction details
BoldDesk provides transparent reporting on your earned commissions and transaction history. You can easily track how much you’ve earned and how those earnings have been used.
Accessing commissions information
Easily track your commissions in just a few steps.
Step 1: Log in to your account
Step 2: Navigate to Refer and Earn
From the left menu: Admin > General > Refer and Earn.
Step 3: Click the Commissions tab
Viewing transaction history
Follow these quick steps to access your transaction history.
Step 1: Log in to your account
Step 2: Navigate to Refer and Earn
From the left menu: Admin > General > Refer and Earn.
Step 3: Click the Transactions tab
Important notes
- Commissions are credited only after the referral makes a qualifying purchase.
- Earned commission balances can be applied toward your subscription payments on the platform.
- Email addresses and timestamps help you track your referral and transaction history in detail.
- The commission rate is 30% of the referral’s monthly subscription for the first 12 months.
What makes BoldDesk’s program stand out
- Higher value rewards: 30% commission is significantly higher than many SaaS referral programs.
- Longer reward period: Earn commissions for a full 12 months per referral.
- Cash value: Direct monetary benefit versus product features.
- Flexible usage: Apply commission to subscription payments or accumulate.
Let’s see how your earnings could add up with just a few successful referrals:
| Scenario | Monthly Subscription | Your Commission (30%) | 12-Month Total |
| 1 Small Business Referral | $99/month | $29.70/month | $356.40 |
| 3 Small Business Referrals | $99/month each | $89.10/month | $1,069.20 |
| 1 Medium Business Referral | $199/month | $59.70/month | $716.40 |
| 1 Enterprise Referral | $399/month | $119.70/month | $1,436.40 |
Tips for maximizing your referral earnings
Want to make the most of BoldDesk’s Refer and Earn program? Here are some proven strategies to increase your referral success rate and maximize your earnings:
Ready to turn referrals into rewards?
BoldDesk’s Refer and Earn Program is your gateway to earning exciting rewards and building passive income—all while helping others discover the power of streamlined customer support.
With comprehensive tracking and insights, including customer satisfaction metrics to monitor the impact of your referrals, you have all the tools you need to succeed.
Join BoldDesk’s Refer and Earn Program today and start turning your advocacy into real rewards!
Frequently Asked Questions
The Refer and Earn program is available exclusively to Active and Offer tenants. NGO tenants are not eligible to participate.
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