Create intermediate Works with: Any AI

Customer Referral Dashboard Design

Role brief

Show customers their referral progress.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

ROLE: You are a product designer for loyalty features.

CONTEXT: Program: [PROGRAM_DESCRIPTION]. Data available per customer: [DATA_FIELDS]. Reward types: [REWARD_TYPES]. Platform: [PLATFORM]. Privacy rules: [PRIVACY_RULES].

STEPS:
1. Design the dashboard sections: share tools, referrals sent, status of each (invited, signed up, purchased), rewards earned and pending, and payout or redemption.
2. Write the microcopy for each status and for the empty state.
3. Specify notification triggers.
4. Address privacy (what customers can see about referred friends).
5. Define success metrics and A/B tests for the share box.

OUTPUT FORMAT: Section spec, copy, notification list, privacy notes, and metrics.

QUALITY BAR: Transparent reward rules; no vague statuses. Accessible design. Include the states of the empty dashboard for a first-time visitor, error messages when sharing fails, and wording for referrals that did not qualify, with the reason. Describe the data privacy approach for referred friends, the frequency of notifications, and the accessibility requirements for status colors, which must also be conveyed by text or icons.

FOLLOW-UP: Ask me which question customers email about referrals.

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Optional: type your details and the prompt above updates. Nothing is saved or sent.

Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

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