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144 changes: 83 additions & 61 deletions premium/referrals.md
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---
description: Create and share rotki premium referral codes so both you and the people you refer earn a discount on their first subscription, plus troubleshooting.
description: Create and share rotki premium referral codes. People who use your code get a discount on their first subscription, and you earn account credit when they subscribe. Includes sharing, rewards, and troubleshooting.
---

# Referral Program

Share rotki premium with others and both you and your referrals benefit.
Share rotki premium with others. The person who uses your code gets a discount on their first subscription, and you earn account credit toward your own renewals.

## Overview

The rotki referral program allows premium subscribers to share rotki with friends, colleagues, and the community. When someone uses your referral code:
When someone subscribes using your referral code:

- **For the referee** (person using the code): 10% off their first subscription
- **For the referrer** (you): Benefits coming soon - stay tuned!
- The referee (person using the code) gets a discount on their first subscription.
- You (the referrer) earn account credit based on what they pay. The credit is added to your balance and applied automatically to your future purchases, renewals, and upgrades.

::: tip Premium Subscribers Only
You must have an active premium subscription to create and share referral codes.
The exact discount and credit are shown in the app at the point where they apply, so you always see the current values.

::: info Screenshots are examples
The discount and credit amounts shown in the screenshots on this page are examples. The actual values applied to your account may differ.
:::

::: tip Who can create a code
You only need a rotki.com account with a confirmed email address to create a referral code. An active premium subscription is not required.
:::

## Creating a Referral Code
## Creating and Sharing a Referral Code

1. Go to your [subscription page](https://rotki.com/home/subscription).
2. Find the Referral Code section.
3. Click Create. A unique code is generated for your account.
4. Share it in either of two ways:
- Copy the code and send it directly, or
- Use the built-in share buttons for X, Farcaster, Bluesky, WhatsApp, or Email.

1. Go to your [subscription page](https://rotki.com/home/subscription)
2. Navigate to the **Referral** section
3. Click **Create**
4. Your unique code will be created
5. Copy and share your code
Your share link looks like `https://rotki.com/products?ref=YOURCODE`. When someone opens it, the discount is remembered and applied automatically at checkout, so they do not have to type anything.

![Referral Code section on the subscription page, showing the code, copy and share buttons, and the referral discount](/images/referrals/referral-code-section.webp)

::: info One code per account
Each account has a single referral code. Once created, the same code is reused every time you open the Referral Code section.
:::

## Using a Referral Code

If someone shared a referral code with you:
There are two ways a code gets applied at checkout.

**Via a share link (recommended):**

1. Go to the [pricing page](https://rotki.com/pricing)
2. Select your desired subscription tier
3. Proceed to checkout
4. Look for the **Referral Code** input field
5. Enter the referral code
6. Your 10% discount will be applied to your first subscription
1. Open the referrer's `https://rotki.com/products?ref=CODE` link.
2. Choose a plan and proceed to checkout.
3. The discount is applied automatically. You will see "Referral code applied" along with the amount saved.

::: info First Subscription Only
The 10% discount applies only to the first subscription purchase. Renewals and subsequent subscriptions are charged at full price.
The link is remembered for 30 days, so the discount still applies even if you browse other pages before checking out.

**Entering the code manually:**

1. Go to the [plans page](https://rotki.com/products) and choose a subscription tier.
2. Proceed to checkout.
3. In the Discount/Referral Code field, enter the code and click Apply code.
4. The discount and "Referral code applied" confirmation appear.

![Checkout order summary with a referral code applied, showing the discount and updated total](/images/referrals/checkout-referral-applied.webp)

::: info First payment only
A referral discount applies only to the first payment of a new subscription. Renewals and later subscriptions are charged at full price.
:::

## Benefits for Referrers
## Referrer Rewards (Account Credit)

### Current Status
When someone you referred makes their first qualifying purchase, you receive account credit based on what they paid.

Benefits for referrers (people sharing codes) are **coming soon**.
- Your balance and a full history of credit earned and used appear in the Account Credit section of your [subscription page](https://rotki.com/home/subscription).
- Credit is applied automatically to your subscription purchases, renewals, and upgrades. You do not need to enter anything.
- Credit is granted once per referred user, on their first non-upgrade purchase.

We're working on implementing rewards for users who successfully refer others to rotki premium. Stay tuned for announcements!
![Account Credit section showing the available balance and a credit history entry for a referral reward](/images/referrals/account-credit-populated.webp)

### Discount Limitations
::: warning How credit can be used
Account credit can only be applied to rotki subscription purchases and renewals. It cannot be redeemed for cash, refunded, or transferred to another account.
:::

For referees:
## Rules and Limitations

- 10% discount applies to first subscription only
- One referral code per subscription
- Cannot be combined with other promotions (unless specified)
- A referral discount applies to the first payment only.
- Only one code can be applied per checkout. Referral and discount codes share the same field and cannot be stacked.
- You cannot use your own referral code.
- Referral codes cannot be applied to plan upgrades, only to new subscriptions.
- Codes have a usage limit and an expiry date. An exhausted or expired code is rejected at checkout.

## Troubleshooting

### I can't create a referral code

If you can't create a referral code:

1. Verify you have an **active** premium subscription
2. Check your subscription hasn't expired or been canceled
3. Refresh the page and try again
4. Contact [info@rotki.com](mailto:info@rotki.com) for assistance
1. Make sure your account's email address is confirmed. Creating a code requires a confirmed email.
2. Refresh the page and try again.
3. Contact [info@rotki.com](mailto:info@rotki.com) for assistance.

### My referral code isn't working

If someone reports your code doesn't work:
If someone reports your code does not work:

1. Verify the code was entered correctly (check for typos)
2. Ensure the code field is visible during checkout
3. Confirm your premium subscription is still active
4. Contact support with the specific error message
1. Verify the code was entered correctly and check for typos.
2. Confirm they are purchasing a new subscription, not an upgrade. Codes do not apply to upgrades.
3. Make sure they are not trying to use their own code.
4. The code may have reached its usage limit or expired. Contact support with the specific error message.

### The discount isn't applying

If the 10% discount doesn't show:
If the discount does not show at checkout:

1. Confirm the referral code was entered in the correct field
2. Check for error messages about the code
3. Try entering the code again (copy/paste to avoid typos)
4. Ensure it's a first-time subscription (renewals aren't discounted)
5. Contact [info@rotki.com](mailto:info@rotki.com) with details
1. Confirm the code was entered in the Discount/Referral Code field and Apply code was clicked.
2. If you used a share link, make sure the discount was not dismissed during checkout.
3. Check for any error message shown under the code field.
4. Ensure it is a first-time payment. Renewals and upgrades are not discounted.
5. Contact [info@rotki.com](mailto:info@rotki.com) with details.

### I lost my referral code

If you forgot your referral code:

1. Go to your [subscription page](https://rotki.com/home/subscription)
2. Check the Referral section - your code should be displayed
3. If not shown, contact [info@rotki.com](mailto:info@rotki.com) for assistance

### Where do I enter a referral code?
1. Go to your [subscription page](https://rotki.com/home/subscription).
2. Open the Referral Code section. Your code is displayed there.
3. If it is not shown, contact [info@rotki.com](mailto:info@rotki.com) for assistance.

When using someone's referral code:
### Where does my referral credit show up?

1. Select a plan on the [pricing page](https://rotki.com/pricing)
2. Click to purchase
3. Look for the **Referral Code** or **Promo Code** field during checkout
4. Enter the code before completing payment
5. Verify the discount is applied before finalizing
1. Go to your [subscription page](https://rotki.com/home/subscription).
2. Open the Account Credit section to see your current balance and full credit history.
3. Credit is applied automatically to your next purchase, renewal, or upgrade.
10 changes: 9 additions & 1 deletion premium/subscription.md
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Expand Up @@ -47,10 +47,18 @@ An invoice is automatically generated for each payment and available immediately

## Creating Referral Codes

Premium subscribers can create referral codes to share with others. People using your code get 10% off their first subscription.
Any account with a confirmed email can create a referral code to share with others. People using your code get a discount on their first subscription, and you earn account credit when they subscribe.

See [Referral Program](/premium/referrals) for detailed instructions on creating and sharing referral codes.

## Account Credit

Credit earned through referrals and other rewards appears in the Account Credit section of your subscription page, along with a history of credit earned and used. Credit is applied automatically to your subscription purchases, renewals, and upgrades, so you do not need to enter anything.

::: warning How credit can be used
Account credit can only be applied to rotki subscription purchases and renewals. It cannot be redeemed for cash, refunded, or transferred to another account.
:::

## Canceling Your Subscription

You can cancel your subscription at any time from your subscription page.
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