---
title: "Getting started"
url: "https://docs.aklamio.com/en/article/getting-started"
language: "en"
last_updated: "2026-09-30T13:38:48.697Z"
---

# Getting started

Getting started with Aklamio means setting up your branded portal, choosing how incentives are tracked, and defining how rewards are validated.

## Introduction

Aklamio’s omni-channel flow integrates incentive marketing journeys across online, call centers, shops and internal systems, with a central portal as the hub, flexible reward tracking & confirmation mechanisms, and scalable features like the Link API and agent management tools.

By following the steps below, you’ll have your branded portal up and running, with flexible hosting, secure tracking, and reliable reward validation methods.

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## Step-by-Step Guide

### Set up the user journey

#### Creating Your Portal 

The Aklamio Portal is a central user interface that we will build for you, where customers can claim their rewards, access campaigns (e.g. Refer-a-friend), track the status of their incentives, claim their rewards or contact Aklamio's customer support in case of issues.   
Provide corporate identity assets to Aklamio so we can build the portal in your brand’s look and feel.   
Here is a [demo version](https://refer.aklamio.com/demo-fibre/en).   
Assets typically include logos, fonts, and brand colors. Please find the complete overview [here](https://docs.aklamio.com/en/article/required-assets-to-build-your-incentives-platform).

#### Choosing Your Hosting Option

You can decide how the portal is integrated into your digital presence.

-   [**Subdomain (preferred)**](https://docs.aklamio.com/en/article/guide-to-setting-up-your-custom-subdomain-with-aklamio)**:** Example: refer.yourbrand.com. Offers flexibility and a seamless customer experience.
-   [**iFrame**](https://docs.aklamio.com/en/article/embedded-portal-integration)**:** Embed the portal directly into an existing webpage.
-   [**Aklamio-hosted**](https://docs.aklamio.com/en/article/required-assets-for-hosted-portals)**:** Your portal would be hosted under Aklamio's domain, i.e. yourbrand.aklamio.com. This is usually a fallback option.

### Setting Up Reward Tracking

Aklamio offers omnichannel tracking, enabling the seamless integration of incentive programs across online channels, offline experiences, and Point of Sale (POS) systems. To ensure incentives are tracked correctly, please decide on one or multiple of the following methods. 

#### Automated Tracking

-   **Server-to-Server (API):** Preferred option, secure and scalable. Please see [API integration](https://developers.aklamio.com/openapi/v3-events-sales/index.html) guide. You can connect the channel to the integration type. 
-   **Client-Side (JavaScript):** Added via Tag Manager during checkout. Please see the [JS integration](https://developers.aklamio.com/tracking-js.html) guide. You can connect the channel to the integration type. 

#### Offline Channel Tracking (Telesales & POS)

-   **Aklamio Web Interface for agents:** Manually enter rewards and invite new customers via our **Backoffice**.
-   **Existing Agent Interface or POS system:** Send sales data via Server-to-Server API endpoint.
-   For offline channels you should also validate the [reward codes via API endpoints](https://developers.aklamio.com/reward-code-validate-api.html). The reward code identifies the user and can be entered by an agenet to connect the contract to a referral.

### Confirming Rewards

Once a referral is tracked, it appears as **Open**. This prevents fraud and ensures rewards are only granted once an invoice is paid.  
You can confirm or reject rewards via:

-   **Automatic API confirmation/rejection** (recommended).
-   **Bulk confirmation** in the Partner Interface (CSV upload).
-   **Single confirmation** in the Partner Interface (especially relevant, when users had to provide proof of purchase via document upload)

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## Additional Information

### Link API (referral programs only)

The Link API is an endpoint that can be used to generate a personalized referral link for a user. These links can be used to build custom experiences, such as showing a personalized link to an existing customer in an app or user account, or these links can be used in CRM activities, such as newsletters or order confirmation emails. The usage of these links is handled by you. 

Enables direct generation of referral links within:

-   Apps
-   Emails
-   Customer portals / internal areas

### User API (Self Service)

With the [Users API](https://developers.aklamio.com/openapi/v3-users/index.html), your customers can check their own referral activity, like their reward status or how many friends they've referred, without having to contact your support team. You can connect it to your chat tools, such as Intercom, or to automated workflows, so common questions like "Where's my reward?" get answered right away, any time. That means happier customers who get quick answers, and a support team that can spend its time on the questions that really need a person.

### Entry Points & Funnel Tracking

Visibility of your incentive marketing programs is crucial to drive traffic to the incentive campaigns. In order to connect your whole user journey, which can be later accessed via dashboards in Aklamio's Partner Interface.

-   All campaign entry points should point to the Portal with a **source parameter** (e.g., ?source=broadband\_home)
-   Allows detailed tracking of campaign performance.
-   Link API supports similar parameterization for attribution.

We will show the performance of each Entry Point in your dedicated partner Interface for each campaign.

### Universal Element

With Aklamio you can configure a small element that leads users into respective user journey (referral, cashback) depending on which campaign you use.  
This can be configured in a way that it shows up as a mini version on a dedicated LP.

![](https://cdn-assets.productfruits.com/640eb972-ce55-44f1-9b3c-31e377241f1b)

It can be configured where to put this on the landing page and how it should show.

![](https://cdn-assets.productfruits.com/0eea96d8-e466-426a-bc63-b0084b891977)

In order for this to show you will need to implement a script on the page of choice. The remaining configuration can be aligned with Aklamio.
