Hi team, I sent a client my Clay referral link through which he signed up. However, none of us have received the 3k Credits. I’ve also submitted a form I found in this channel last week: https://clayhq.typeform.com/to/pV2u1kxs, but haven’t heard back yet. Could you look into this? Thanks!
To help resolve this referral credits issue, let's verify a few key requirements: 1. Check if your client has activated a paid workspace after signing up. The 3,000 credits are only awarded when the referred user subscribes to a paying workspace. 2. You can verify the status of your referrals by: • Clicking your profile picture in the top-right corner • Selecting "Settings" • Going to the "Referrals" section • Checking your referral activity and credits earnedPlease note that if your client didn't use the referral link during their initial sign-up process, the referral credits cannot be granted retroactively.Regarding the form you submitted, please ask for a human agent to check its status, as I don't have access to individual submission information. Sources: Workspace administration documentation | Documentation | Clay University Do you offer a referral bonus? - FAQ | Clay.com
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The client has purchased a starter plan for 349$ but I can’t see the lead/conversion and we both haven’t received the referral credits
Hey Emanuel, thanks for reaching out. Looking into this now.
Hey Emanuel, I'm double checking with our team to see what happened. In the meantime I've attributed these credits to your account. Let me know if you have any other questions otherwise I'll get back to you if/when we find out more information. :)
Do these credits need to be spent in the current billing period? Never saw this info and on my account it says they will expire by Feb 19… Thanks!
Absolutely, our team is looking into this. The rollover period mentioned does occur on February 19th and this relates to the plan your Clay workspace is currently on. In this case, you're on a free account meaning you get 100 credits given to you each month. Our rollover policy allows you to keep up to 2x your monthly credit balance (which in this case is 100 credits). By default, all credits above this 2x limit will expire when it comes time to rollover. This is in an attempt to prevent credit abuse where individuals allow their balance to accumulate and then sell or profit off of their account which is a breach in our TOS. However, we're happy to provide a one-time rollover extension. In two weeks if you see yourself not spending these credits and need a bit more time to explore the product, feel free to reach out to us and we can provide a one time rollover. Let me know if you have any other questions here, we're working on getting everything attributed on our backend. :) More info on our rollover policy here
Okay awesome, thanks! I think in this case a rollover extension would be very good - I’ll reach out to you again before feb 19th..
Sounds good, got it. Happy to check again, could you provide the email of said client again? :)
sure Owen L. It’s: tobias.krauss@schweissthal.de and the company Schweissthal GmbH
Ah okay thanks for sharing! Just attributed those credits to the clients account. Let me know if you have any other questions or concerns in the meantime. :)
Okay thanks Owen! Will check with the client 🙂
Sounds good!!
He just confirmed that he received them. Cheers for the fast turnaround! 🙌
Incredible, of course. Feel free to reach out with any other questions! :)
Hi Owen L. could you kindly (as you mentioned in this thread) do a one-time rollover extension for the credits on my account (egm.manu@googlemail.com)? That would be awesome, thanks a lot!
Hey Emanuel, happy to help! The rollover should be extended on our end. Let me know if you lose any credits. :)
Awesome thanks Owen. Everything worked as expected. Cheers!
Hi Team, I’m opening this old thread again since another client now started a paid Clay subscription and my referral code (https://clay.com?via=2da4c3) did not work once again. Would be great if you can manually attribute the 3k credits to the client’s account (erik.heinelt@forgent.ai) and my account (egm.manu@googlemail.com). Thanks a lot!
Hey Emanuel, thanks for reaching out and bringing this to our attention. Absolutely, just rewarded the credits to the desired accounts. Apologies for the inconvenience here, we're always trying to improve this process so reaching out helps a ton! Let us know if you have any other questions or concerns here. :)
Of course Emanuel, flagging this to our team to see what we can do exactly! :)
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