[Koodo] Tutorial - Maximizing Referrals 2018 Onwards
- Soliciting referrals in thread is strictly against forum rules. Please do not post about requesting or offering referrals.
- This is merely a tutorial, RFD, YP, nor myself are responsible for what you do with this info.
- If you have a question about the topic, please post your question in this thread so that any RFDer can answer
Now, let's get to it. All you need is a single email address. Since you're on RFD, you probably have one. Otherwise, you'll need the usual to open up a post-paid wireless account. If you rather use up all your email addresses rather than use an alias service, you can do that, too.
- For your first line, use someone's referral. Go in store or activate online, get it done (BYOD or with phone), say you get 416-RED-FLAG
- Once you have that line active, setup your self-serve. Say you use redflagdeals@gmail . For the refer a friend program, you'll need to complete sms validation (log into refer a friend with your email). Boot the Koodo sim in any working phone. Receive the code, input it on the website.
- Now, setup an email alias account. I use 33mail. Note: 33mail does have a referral program, and please don't solicit 33mail referrals here, but the referrals won't do much difference. Instead of referring to red.flag.deals@gmail or redflagdeals+01@gmail, refer firstname.lastname@example.org (substitute "koodo01" with anything). This will forward all emails to your original email address.
- Refer yourself. Go to referral website, log in with your email. Then, send a referral to your name, and use the 33mail alias to receive the referral. You'll get it in your regular email anyway. Then go and repeat step 1 (except using your own referral). Get a new number, say 416-RED-DEAL. Note: when you add a line, dealer adds it to your existing account, with same email address. That's fine, since you as the subscriber will setup the parent/child self-serve logins afterwards.
- Complete the referral by going to the email and providing your new number (as usual).
- Now here's the trick to refer out from line 2 (email@example.com). Go to self-serve. Instead of logging in, register as new user with your alias email. Input account number. You'll get a message saying that it's associated with another account. This time, it's tricky to log out. You'll likely have to use a different browser, use private browsing, etc. since you probably won't be able to log out from that page, and closing the tab only likely won't log you out of your self-serve session (my experience browsing on my phone, same issue on laptop confirmed by @embguy). Now go into your self-serve using original email. Click on the new line (416-RED-DEAL), and go to Profile>Role Management. You'll be reverted to the old self-serve. It'll ask you to approve line 2 referral email to have self-serve access (that means you can log in with redflagdeals@gmail or firstname.lastname@example.org).
- Once this is done, go to refer a friend, log in with your line 2 email (email@example.com). Do sms validation. Now you can refer out. Repeat steps from step 3 to add more lines and refer out from those lines.
- If you can't see your added user in role management, you might have to remove one in order to approve another. Perhaps YMMV.
- What's the referral credits limit? $300 per line, per calendar year. Note: your last referral credit within the limit cannot bump you over the limit. That means if you got $275 in referral credits on that line in a given year, when promo's peak at $50 per credit, the referral credit will be denied - thank you @will888
- How can I track how many referral credits I have reached on a given line? Koodo will not give you this information in self-serve. You'll get emails for each credit, and that's your paper trail. To track this more closely, it's recommended to log these credits in a spreadsheet or note taking app. Thank you @embguy
- What's the account limit? Theoretically no hard limit. Max seven lines on the account to refer out. Mind you, as a YMMV, Koodo did automatically deny all referral credits to my name requested as of end-September 2017
- Can I use Gmail alias? Like red.flag.deals@gmail or redflagdeals+1@gmail? Used to work, but no longer works since September 2017. Don't even try. Use 33mail or another email forwarding service, it's free (ad-supported)
- Any trend on referral credits? Yes. They're base $25 a piece, but usually double to $50 during slow periods when promo's on phones, or when the carrier is desperate to inflate sales (end of quarter)
- Does it matter how I activate Koodo service? Usually no. Can be Koodo store or 3rd party store. Can also combine with trade-in's, etc.
- Why should I stay with Koodo after I get my referral credits? That's up to you. You can refer others for credits, perhaps negotiate a loyalty plan, discounts on phones, etc. They also offer access to the Bellus network with relatively competitive roaming options.
- Can I get referral credits while on seasonal hold? YMMV, but it's against ToS. Thank you @aznhulk. AFAIK you'll have to keep the line on a minimal plan until you get the credits before going on seasonal hold. Seasonal hold might also get you quickly rejected for future credits for the rest of the calendar year. Once you've completed the 90 days on a plan, you can cancel service, change the plan, pay off the tab, go on seasonal hold. Even while on seasonal hold, you should be able to refer out.
- Can I get referrals while on out of province plans? YMMV. They might deny you referral credits if the rate plan doesn't match the number's province. It might work now, stop working later. Perhaps some users could share some 2018 experience on the topic and I'll update OP.
- What about phone selection? Generally Apple/Sammy/LG plus the odd TELUS exclusivity. They seem to have dropped Motorola (don't know if it'll return), no dice for SONY or Huawei. Given the tab discounts, you'll likely find better deals on Koodo on a 90 day haul than on other carriers.
- Will we see more targetted offers to migrate PM users to Koodo? Probably, seeing as TELUS would rather bump more users onto post-paid.
- Can I still get the $60/10GB? Probably not. But you can negotiate with loyalty and maybe get something close. You can also keep the referrals going.
- Do I complete referral promo before or after porting in my number? If you wish to port a number in to use within the first eight weeks, better to port in before submitting the number for the referral, else referral credit will likely be denied. This was not an issue in previous years (where porting in after completing referral promo would only delay the credit rather than jeopardize it). When you complete the promo, you check off that you're done porting in a number if you are porting in. Thank you @will888. Worst case scenario, if you do port in a number or change your number within those eight weeks, best to contact them here. Thank you @9613019.
- When does Koodo do a credit check? Only when opening a new account. No credit check on adding lines. A poor credit standing may limit the number of lines you can take or start with, and may require paying the tab upfront.
- Can I refer out from seven lines? If they're all active and all have active profiles in role management, then yes.
- @will888 (for the contributed info)
- @embguy (for providing many of the answers)
- @aznhulk (for contributing info)
- As mentioned, if you're porting a number in, do it before completing the referral promo
- No one has tried getting a Koodo number (or porting one in), then porting out after 90 days, then after another 90 days, porting that number in again. We don't know if that name and phone number combination will disqualify referral credits.
- When are referral credits paid out? 6-8 weeks after referral completion
- Is this an account credit or tab credit? Used to be a tab credit, now it's an account credit
- Are multi-line accounts one bill or multiple bills? One bill
- What happens if I cancel all my lines? You'll get a final bill and you won't receive any outstanding referral credits.
- When will I see my credits once they're applied? On the next (recurring or final) bill
Split and Merge Accounts
- When merging a line from one account to the other, will the parent email be retained for the merged line? One parent email por account. Say you have account A with email accA@gmail with lines 1 through n, and account B with email accB@gmail (either parent account can be its own email or alias), make sure you have completed SMS validation for referrals on all your lines on account B prior to the merge (for convenience). When you merge the accounts, they'll all be under parent email accA@gmail with child accounts accAline1firstname.lastname@example.org and accBline1email@example.com. AFAIK, if you merge the accounts, you should still be able to refer out post-SMS validation through the referral site. If you have not done the sms validation prior to the merge, follow steps in OP to add child accounts to those lines in order to refer out.
- If there are multiple lines with distinct e-mails in selfserve, are all e-mails good to log-in? Or just the main one? One parent account, and one child account per line (after the first line, since first line can use parent email for referrals).
- Will I get my referral credits while on seasonal hold? It's against ToS for referral program. YMMV but definitely risking the referral credits.
- How soon can I go on SH? As per Koodo's website, 90 days of service. Some CSR's overlook that and will do it for you sooner. Proceed with SH at your own risk
- Can I switch to SH via self-serve? No, only by calling in.
Transfer of Responsibility
- If I transfer a Koodo line to someone else, when can it be done? After 90 days, no exception AFAIK
- Are there any fees? $10 one-time fee charged to existing account, but some CSR's will waive (YMMV)
- What gets transferred over? Rate plan, existing tab and phone number. Referral credits will not get transferred over, meaning existing account holder retains credits. If all remaining lines transfer out, the account closes, you'll get a final bill, and you won't collect anymore referral credits on that account
- What if I get denied referral credits or only get partial credits? Call customer service and ask for goodwill credit
- What if customer service won't give me goodwill credits? Tough luck, referral credits are not owed to us
- Can I complain to the CCTS? Not really. Carrier reserves the rights to change their referral offers any time with little or no notice. CCTS won't do anything for promo credits, as it's outside of the wireless code and carrier can claw them back