Referral programme rules

A referral reward moves real money: it extends a paid subscription by a month. The rules on this page are what keeps that defensible — for you, for the business you invited, and for every other customer sharing a link. The Referrals page links to the Terms of Service, which govern your use of OMAI generally.

Who may take part

• Organisations with an active subscription that is being paid for, on a plan the programme covers. The shipped setting covers Starter and Growth.
• A trial account cannot hold a link or earn a month, however far into the trial it is.
• Anyone on the account with billing access can share the link; only an Owner or an Admin can create it.
• The link belongs to the organisation, not to the person who pressed the button. It survives team changes and plan changes.
• An organisation whose account is suspended, frozen, or pending deletion cannot be issued a link, and rewards on it are held.

What does not earn a reward

None of the following is punished. They simply do not produce a reward, and the Referrals page says so honestly through the status on the row.

• Referring your own business, or a business whose signup email belongs to a member of your organisation.
• A business that signs up and only ever trials. Payment for a plan is what creates a reward.
• A business that pays on a plan the programme does not cover, or that cancels after paying and before the referral qualifies.
• A payment that is refunded inside the 14-day verification period.
• A business that already had an OMAI account. Attribution is written when an organisation is created and cannot be added later.
• A signup more than 30 days after the click, or in a browser that never carried the referral.
• Loading the link in the background — inside an image tag or a script, for instance — so visitors are counted without ever choosing to open it. Only a real page visit attributes.

Self-referral

When an account signs up through your link, the signup email is compared with the email addresses of your own organisation’s members. The comparison ignores the tricks that hide a match: capitalisation, a +tag suffix, and — for gmail.com and googlemail.com addresses — dots inside the name. So Dana.Cohen+omai@gmail.com and danacohen@gmail.com are treated as the same person.

A match does not silently drop the referral. The referral is recorded, a review flag is raised on it at that moment, and the reward stays at In progress until a person resolves the flag. That way the timeline is honest and a genuine case — a colleague opening a second, separate business, say — can be released by review rather than lost without explanation.

The checks that run

Alongside the email comparison, a small battery of checks looks for evidence that the two sides of a referral are the same actor. Every one of them raises a flag for a person to look at. None of them rejects a reward by itself, because each has legitimate explanations — shared offices, family cards, one accountant setting up two businesses.

While a flag is open the reward waits at In progress. If review finds nothing wrong, the flag is released and the reward continues along its normal path. If review confirms abuse, every reward on that referral that has not already been applied moves to Not eligible.

The limits, with their numbers

What is recorded, and what you can see

A click records a visit row. It holds a random identifier for the visit, the channel the link travelled through, and one-way hashes of the network address and browser identifier — the raw values are never written down. The referral itself records which carrier attributed it, and nothing about the person: no name, no email address, no phone number.

• You see counts, stages, statuses and dates. You never see the identity of a business that signed up through your link.
• Review flags are not shown to you. The reward simply stays In progress while one is open.
• Only OMAI staff reviewing a referral can see both sides of it, and those privileged actions are recorded in an audit log.
• How OMAI handles personal data generally is covered in How OMAI handles your data.

If you disagree with an outcome

Start with the Reward history table: the status on the row is the current verdict, and it is re-derived every hour rather than frozen at the moment of signup. If it still looks wrong, write to support@omai-software.com with the date you shared the link, the date the business signed up, and the status shown on the row. Support can tell you which condition is outstanding; the detail of a review flag is not something we relay.