Thank you to everyone who has already started exploring the Community Referral Program since its launch! To help you make the most of it, we’ve put together a list of Frequently asked Questions covering how referrals, points, badges, and rewards work.
Whether you’ve already shared your link or are planning your first referral, this guide will help you get started.
1. How does the referral program work?
Every community member has a unique referral link available under “My Profile.” When someone joins through your link and their registration is approved, you earn 25 points. These points contribute toward badges, milestones, and a special Connect’26 reward.
2. Where can I find my referral link?
You’ll find your personal referral link in your Community Profile under the Referral Program section.
Just copy, share, and invite!
3. How can I share my referral link?
Share your link anywhere you connect professionally:
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Email
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LinkedIn or social media
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Direct messages to peers or partners
Tip: A personal note about why you value the community goes a long way.
4. What rewards do I earn for referrals?
You earn 25 points for every approved referral, with points updating within 24 hours. Points help you unlock milestone badges and recognition:
Hit the Triple Threat milestone with 3 referrals and earn a special recognition badge. Reach the Five Star level with 5 referrals to unlock an exclusive Connect’26 ticket discount.
5. How does the badge system work?
6. How are points tracked?
Your points and badges are all available in your profile and on the community leaderboard.
Please allow up to 24 hours for new referral points to show.
7. Can I lose points?
Yes. Points may be removed if there’s any misuse, such as:
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Fake or duplicate accounts
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Self-referrals
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Invalid or non-genuine signups
The Community Team may adjust or revoke points if suspicious activity is found.
8. Is there a referral limit?
No limits — refer as many peers as you’d like! Every connection counts.
9. Who can participate?
All active members of the Planview Customer Community.
This program is currently available only to customers and prospects who are active members of the Planview Customer Community.
10. How can I track my referrals and rewards?
Your profile shows your:
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Points
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Badges
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Milestone progress
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Leaderboard position
You’ll also receive email notifications when you hit major milestones like the Five Star Badge.
11. Need help?
If something doesn’t look right (missing points, delayed badges, technical issues), reach out to us at:
community@planview.com
Keep Referring & Keep Earning!
The program is officially live — start sharing your link, unlocking badges, and helping us grow the community, one connection at a time.
We can’t wait to celebrate your milestones!