Hi Knackers,
I have a challenge that I am not sure I can complete in the way I have attempted it so was hoping for alternatives.
I’m trying to create a membership sign-up process that tracks referrals and allows me to credit the referrer.
I have a random ID generator and this is the used as the refer code. I have set this as the display field for the account. When someone creates a new account, they search the dropdown list (of connected accounts) according to this code and enter it so the connection is established between the referrer and the new applicant.
So far so good.
The issue now is that he person who has provided the code is the adult in the adult child connection and the SUM function only seems to add the fields where the connection is at the adult level.
I tried to set up a rule to update the connected record when paying for a subscription but is updating the connection field in the new applicant, in the child connection, not in the referrer field of the adult connection.
I also want to be able to add multiple accounts to this field. Is there a slick, Knack, way to do this or do I need to use Make/ Integromat?
I’m not sure I am explaining it clearly so I’ll make a short Loom.
Basically what I want to do is connect two accounts together so the referrer can be credited with an amount each time a new user uses that referral code.
THanks for your time!