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User GuideRefer & Earn

Badges and progress

The six referral badges, what each one takes to earn, the four counters that track you towards them, and where to read your referral history.

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Badges sit on a track across the Refer & Earn screen. They are milestones, not rewards — the money is in tiers and rewards.

The Refer & Earn screen, with the badge track below the reward tiers

Earned badges are filled in and carry the date you earned them. Unearned ones sit in a dashed outline. Badges are permanent — none of them can be lost.

The six badges

BadgeEarned when
First ReferralYou submit your first lead
Hot LeadYou submit a lead marked as hot — the prospect is expecting the call
First WinA referral converts to a paying customer
Double WinTwo referrals convert
Power ReferrerFive referrals convert
LegendaryFifteen referrals convert — the same point you reach the Legend tier

Hot Lead is the one worth going after early. It costs nothing but a conversation: mention Yipii to someone first, then tick the hot-lead box when you submit them. A prospect who is expecting the call converts at a completely different rate from a cold name on a form.

Badges and tiers count different things. Badges below First Win count submissions; the rest count conversions, and so do tiers. You can hold two badges and still be on the Scout tier.

The four counters

Above the referral form:

CounterCounts
Total LeadsEvery lead you have submitted, whatever became of it
WinsLeads that converted to paying customers
In ProgressSubmitted, being followed up, not yet resolved
Pending RewardsReward value created but not yet processed

In Progress is the one to watch. A lead sitting there is neither lost nor paid — it is with the sales team, and a nudge from you is often what moves it.

Referral History

Below the form, the history lists every lead you have submitted, newest first, with its status and the reward if it was won. On a phone the rows collapse into cards.

An empty panel reads No referrals yet. Share your link to get started.

If it doesn't work

SymptomCauseFix
A badge didn't appear after a submissionThe track updates when the page reloadsReload the Refer & Earn screen
You have wins but no Hot Lead badgeIt needs the hot-lead box ticked at submission, not a conversionTick it on the next lead where it's true
Somebody used your link but nothing showsThe badge and counters key off a submitted lead, not a clickAsk them to complete the form, or submit them yourself
In Progress hasn't moved for weeksConversion needs the referred business to be payingFollow up with your contact — that usually shifts it
A win didn't add a badgeBadges are cumulative thresholds — 1, 2, 5, 15Three wins earns no new badge; five earns Power Referrer

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