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Creating Referral Methods

Last updated on Sep 06, 2025

Creating Referral Method

Overview

Referral methods in Karmasoft help you track where your students are coming from and measure which marketing strategies are most effective. By categorizing referrals, you gain insights into what’s working and where to focus your efforts.


How to Create a Referral Method

  1. From the dashboard, go to Settings → Referral Methods.

  2. Click + New.

  3. Enter a Referral Method Name (e.g., Social Media, Flyer, Word of Mouth).

  4. Click Save.

Settings Referral Methods

Once created, referral methods can be applied to students, enabling better tracking in your reports.