Tasksuite - Affiliate Linking Documentation

This documentation is a guide for affiliate partners of Backd to utilize the full potential of client referrals and give the client a seamless experience.

We collect a few data points from referred clients during the application process on the Backd system. Ideally, the affiliate partner passes most of these data points to Backd using parameters in the URL, which auto-fills the personal and business details section. By sending as many data points as possible, we ensure the best experience for the client by minimizing the number of details they need to fill in.

An example URL is as follows: https://www.backd.com/application/account/?refId=123456789&ref=Affiliate%20Partner%20Name&name=John&surname=Doe&businessName=Tech%20Company&amount=100000&email=joe.doe@gmail.com&contactNumber=0123456789&source=41&trooperId=5289&podId=9201

• ? - All the generated and acquired details of the client referral link get inserted after the question mark (?) in the URL.

• = - Every data point has an ID name followed by an equal sign (=) with the generated and acquired data from the affiliate partner.

• %20 - If a space is required in the data, a percentage sign followed by the number twenty (%20) represents it as it is standard for URL data.

• & - The ampersand (&) is used to separate the different data points from one another.

The following table will present all the data point ID names and which are required. The rest are optional but recommended as they will ensure a great user experience: