Can I duplicate a referral page for different services or campaigns?
Yes. Duplicate a page to create separate versions for services, offices, teams or campaigns, each with its own link.
Can I duplicate a referral page for different services or campaigns?
Category: Referral Pages
You can duplicate an introducer page when the same introducer needs more than one referral route. Duplicated pages appear as child rows under the parent introducer. Each one has its own link, usage count, settings, wording and allocation rules. This is useful for: • different services • different offices • different campaigns • different adviser teams • different client types For example, one introducer could have separate pages for mortgages, investments and corporate work. Each page is tracked and configured on its own, so you avoid using one generic link for every context. Duplicating is also handy for campaigns. You can copy an existing page, change the wording, advisers and service routing, and track that campaign separately.