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Submit a reference for a client

How to submit a reference

Written by Riley - Support Lead

Reference requests are sent by clients asking you to write a review of your experience with them. The reference can be used in the client's screening and shared with other advertisers. You will receive an email when a client requests a reference from you.

Step 1. In the left sidebar under Client engagement, click Reference requests.

Reference requests page showing a submitted reference

Step 2. Find the pending reference request. The client's name, date, and their note to you are shown on the card.

Step 3. In the Your Reference field on the card, write a brief summary of your experience with the client. Be honest, detailed, respectful, and professional.

Step 4. If you want to remain anonymous, check Submit anonymously. If left unchecked, your name will be visible alongside the reference.

Step 5. Click Submit to submit your reference.

After submission, the card shows a Reference submitted confirmation. Once submitted, a reference can still be deleted.

Reference card showing submitted state with Reference submitted confirmation
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