First site is working
The customer understands the product enough to know whether it fits somebody else.
Customer referral path
Know someone with the same problem you just solved?
Customers can become affiliates when they have a genuine recommendation to make. The production system should invite this after meaningful success moments—not nag every customer on every login.
Good moments
Invite after value has been delivered.
Migration completed
A successfully completed move is a natural moment to explain the referral program.
Healthy service milestone
Only after the service has had time to prove useful—not immediately after checkout.
Positive resolved outcome
Where appropriate and consent/preferences allow, a genuinely helpful support resolution can surface the program once.
What production should do
One invitation, then respect the answer.
Check eligibility and suppression state
Do not invite suspended accounts, unresolved payment/fraud cases, customers who opted out of the relevant communications, or customers already active as affiliates.
Explain current terms
Show the real eligible services, current commission rate, validation hold, threshold and reversal rules from the live affiliate configuration.
Activate without a marketing maze
Once required terms are accepted, give the customer the tracked link and first-referral path.
Suppress repeated invitations
Record dismissed/activated state so the customer is not repeatedly nagged across the client area and email.
If you want to refer now
Start from the person’s actual need.
Customer affiliate
Recommend only when you would make the recommendation anyway.
The commission is the incentive for useful distribution—not a reason to turn every conversation into a pitch.