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FinTree India

FinTree Affiliate & Student Referral Growth System

KP affiliate link generation, lead capture popup, admin-controlled privacy, student referral links, and referral attribution — delivered in one phase over 3 weeks at ₹1,25,000.

Date

2026-06-15

PROP-FINTREE-GROWTH-2026

FinTree Growth Systems

Affiliate Link Generation & Student Referral Program — delivered in one phase.

What we're building

FinTree's Knowledge Partner network and enrolled student base are two untapped growth channels. This proposal covers both systems end-to-end: unique affiliate links for every KP, a mandatory lead-capture popup for affiliate traffic, admin-controlled lead visibility, and a student referral link program with attribution tracking.

Delivery approach

Everything ships in one 3-week phase — no phased rollout. Both systems integrate with FinTree's existing KP dashboard and enrollment/payment flow.

3 weeks
Single-phase delivery
₹1,25,000
Fixed project cost
2 systems
Affiliate + Referral
Admin-controlled
Lead visibility settings

Why this matters

Two growth loops, one build — with admin-controlled privacy and manual reward handling.

01

KP-led acquisition at scale

Every Knowledge Partner gets a shareable link. Influencers and volume partners drive traffic; admin can choose whether KPs see full contact details or a limited view.

02

Student word-of-mouth

Enrolled students receive a referral link in their welcome email — a simple way to share FinTree with friends and track who referred whom.

03

Admin-controlled visibility

FinTree admin decides per KP whether affiliate lead contact details are visible or masked. Manual KP leads always show full details to the KP who entered them.

04

Referral tracking, manual rewards

Referral attribution is recorded automatically. Reward communication and payout stay with the FinTree team — no automated reward emails in scope.

About Us

About 1000xdev

1000xDev builds systems that scale with your business. We combine modern web development with intelligent architecture to deliver platforms that grow with you—without constant rewrites.

We specialize in fintech, edtech, booking platforms, and enterprise SaaS. From MVPs to complex platforms, we move fast and build right.

99.99%

System Uptime

100%

Client Satisfaction

2M+

Users Served

50+

Projects Delivered

Brands We've Built For

From booking platforms to e-commerce, we craft digital experiences that scale across India and beyond.

Tradewise

Tradewise

EdTech & Stock Trading Platform

Astrolearn

Astrolearn

Learning Management System

Loan Doctor

Loan Doctor

Financial Services PWA

Khelomore

Khelomore

Sports Venue Booking Platform

FinTree

FinTree

CFA & Finance Education

Itel India

Itel India

Consumer Electronics Portal

The Garment People

The Garment People

B2B Fashion E-commerce

MTalkz

MTalkz

Enterprise Communication SaaS

Technology

Technical Architecture

Built on FinTree's existing stack — minimal new infrastructure, maximum reuse.

Both growth systems plug into FinTree's existing website and KP dashboard. Affiliate visits are tracked automatically, leads and referrals are stored securely, and admin controls what each KP can see.

2 Systems
Affiliate + Referral
Admin Toggle
KP lead visibility
Auto Attribution
Link & referral tracking
Welcome Email
Referral link included

Affiliate Link Routing

Every KP gets a clean URL (fintreeindia.com/ayush-sharma). When someone visits via that link, the system remembers which KP sent them — even as they browse courses or return later.

Lead Capture Popup

Visitors from affiliate links see a mandatory signup form before browsing. India (+91) is pre-selected; phone numbers are validated before submission. The popup cannot be skipped or closed without completing required fields.

Admin-Controlled Privacy

Admin can enable or disable contact-detail visibility for each KP's affiliate leads. Manual leads entered by a KP always show full details. Enforced at the API level, not just the UI.

Referral Links & Attribution

Referral links are generated on enrollment and included in the welcome email. When a referred student enrolls, attribution is recorded for the FinTree team to process rewards manually.

What We Deliver

One integrated build covering KP affiliate link generation, mandatory lead capture, admin-controlled lead visibility, student referral links, and referral attribution — all delivered in 3 weeks. Student dashboard is strictly out of scope.

1

KP Affiliate Link Generation

Every KP gets a unique, copyable affiliate link auto-generated on creation. Admin can review and edit slugs as needed.

  • Add `affiliate_slug` field to KP model with unique constraint
  • Auto-generate slug from KP name (e.g. ayush-sharma)
  • Admin can manually edit slug from admin panel
  • Copy affiliate link button on KP creation success screen
  • Affiliate link visible in KP dashboard and profile section
  • Link format: fintreeindia.com/[slug]
2

Affiliate Lead Capture Popup

Mandatory popup triggered only when a visitor lands via a KP affiliate link. Cannot be closed without submitting required details.

  • Next.js middleware route resolver for /[slug] affiliate paths
  • Non-dismissible modal: backdrop click, ESC, and close button disabled
  • Fields: Name (required), Phone with country code selector (required, India default), Email (optional)
  • Phone validation via libphonenumber-js — invalid numbers rejected
  • Phone stored with full country code (e.g. +919876543210)
  • Popup does NOT appear on direct visits (fintreeindia.com) or course pages without slug
3

Lead Attribution & Privacy Controls

Every affiliate lead is tagged with full attribution metadata. Admin controls whether KPs see contact details on affiliate-generated leads.

  • Lead record: KP ID, KP name, affiliate slug, source (Affiliate Link / Manual), timestamp, name, phone, email
  • Admin: full contact details for all leads
  • Admin toggle: show or hide phone/email on affiliate leads per KP (optional masking — not always on)
  • KP (manual leads): full details — name, phone, email, status, notes
  • Lead source tagging: Affiliate Link vs Manual
4

Admin Affiliate Leads Dashboard

Centralized admin view for all affiliate and manual leads with powerful filtering and search.

  • Lead listing: name, phone, email, KP name, source, status, created date, course interest, enrollment status
  • Filters: by KP, by source (Affiliate Link / Manual), by date range, by enrollment status
  • Search: by name, phone, or email
  • CSV/Excel export of filtered results
5

KP Dashboard Enhancements

Extend existing KP dashboard with affiliate link management and lead views respecting admin visibility settings.

  • Copyable affiliate link in dashboard header and profile tab
  • Affiliate lead count badge
  • Affiliate leads list with contact details shown or masked per admin setting
  • Manual leads list: full contact details with status and notes
  • Affiliate link shown on KP creation success screen
6

Student Referral Link Generation

Unique referral link auto-generated after successful payment and enrollment activation.

  • Referral link slug generated on enrollment activation
  • Link format: fintreeindia.com/ref/[slug]
  • Referral attribution cookie set on /ref/[slug] visits (30-day window)
7

Welcome Email with Referral Link

Activation/welcome email updated to include the student's unique referral link. Reward details and payout communication are handled by the FinTree team — not included in this email.

  • Update existing welcome/activation email template: enrollment confirmation + referral link
  • Instructions to share link with friends
  • Triggered automatically on successful enrollment activation
  • No reward tier table or payout instructions in activation email
8

Referral Attribution & Admin Tracking

Record when a referred student enrolls via a referral link. FinTree team processes rewards manually outside automated email flows.

  • Referral attribution recorded when referred student enrolls and payment is confirmed
  • Admin listing: referrer, referred student, enrollment date, payment amount, attribution status
  • Admin can add notes and track referral outcomes for manual reward processing
  • No automated reward notification emails (FinTree team handles reward communication)
  • Referring student cannot see referred student's contact details
9

Explicitly Out of Scope

Items not included in this engagement.

  • Student dashboard — strictly out of scope
  • Automated referral reward emails or additional email templates beyond welcome/activation update
  • Referral code system separate from referral link slug
  • Numeric slug suffix collision handling (e.g. ayush-sharma-2) — admin resolves manually

Key User Flows

How affiliate visitors, KPs, students, and admin interact with the growth systems.

1Affiliate visitor flow2Student referral flow3KP dashboard flow
1

Affiliate visitor flow

User lands via KP link → popup → lead captured → browses site.

1
Land on /[slug]start

Visitor clicks fintreeindia.com/ayush-sharma

2
Popup appears

Mandatory lead form — name, phone (+91 default), optional email.

3
Submit details

Lead saved with KP attribution. Cookie set. Popup closes.

4
Browse & enrollend

Visitor continues on site. Attribution persists via cookie.

2

Student referral flow

Enrolled student shares link → friend enrolls → FinTree team processes reward manually.

1
Enrollment completestart

Student pays and activates. Referral link generated.

2
Welcome email sent

Email includes referral link and sharing instructions.

3
Friend enrolls via link

Referred student pays. Attribution validated.

4
Admin pays outend

FinTree team verifies and processes reward manually.

3

KP dashboard flow

KP manages affiliate link and views leads per admin visibility settings.

1
KP logs instart

Dashboard shows affiliate link with copy button.

2
View affiliate leads

Contact details shown or masked based on admin setting.

3
Add manual lead

KP enters lead manually — sees full contact details.

4
Track conversionsend

Lead count and status updates visible.

These flows represent the primary field operator journeys. All data is cloud-resident; the application is online-only and requires an active connection to function.

Project Timeline

1
Week 1: Affiliate System FoundationWeek 1
Database migrations: affiliate slugs, leads (with source tagging), referral linksSlug auto-generation on KP creation with admin editorMiddleware for /[slug] and /ref/[slug] routing with attribution cookiesNon-dismissible lead capture popup with phone validation (India default)Copy affiliate link in KP creation flow, dashboard, and profile section
2
Week 2: Dashboards, Privacy & Referral LinksWeek 2
Admin affiliate leads section with filters (KP, source, date, enrollment status) and searchAdmin toggle for KP affiliate lead contact visibility (show or hide)Referral link generation on enrollment activationWelcome email template update with referral link (no reward details)Referral attribution tracking on /ref/[slug] visits
3
Week 3: Referral Tracking, Testing & LaunchWeek 3
Admin referral attribution listing for manual reward processing by FinTree teamEnd-to-end testing: affiliate flow, referral flow, visibility toggles, email deliveryProduction deployment and admin walkthrough session

Investment

Fixed project fee for the complete affiliate and referral growth system — both parts delivered in one 3-week phase.

Investment Breakdown

Key components included in the engagement

Complete Growth System — ₹1,25,000

₹1,25,000
  • KP Affiliate Link System — slug generation, lead capture popup, attribution, admin-controlled visibility
  • Admin Affiliate Leads Dashboard — filters, search, export
  • KP Dashboard Enhancements — affiliate link, configurable lead views
  • Student Referral Program — link generation, welcome email update, attribution tracking
  • Admin Referral Tracking — manual reward processing by FinTree team
  • 3-week delivery · Single phase · Student dashboard out of scope

Stage-wise Payment Schedule

Investment spread across two delivery stages with milestone-based payments

1
Kickoff
Project kickoff, database setup, Week 1 development begins.
Timeline
On signing
Investment
₹62,500 (50%)
2
Delivery
Production deployment, admin walkthrough, 30-day bug-fix support activated.
Timeline
On go-live
Investment
₹62,500 (50%)

Discovery

Confirmations needed before kickoff

Quick decisions to lock scope on Day 1.

  1. Domain spelling: fintreeindia.com vs fintriindia.com — confirm final production domain for affiliate links

  2. Popup fields: phone mandatory, email optional — confirm no additional fields needed (city, course interest)

  3. KP affiliate lead visibility: default show or hide contact details; per-KP override rules

  4. Referral reward process: confirm FinTree team handles all reward communication and payout manually

  5. Email provider: confirm existing transactional email setup and admin template editor for welcome email update

  6. Payment webhook access: confirm enrollment activation webhook endpoint and test credentials for Week 1

  7. Student dashboard: confirmed out of scope for this engagement

Terms & Conditions

Scope & Deliverables

Scope covers both Part A (KP Affiliate Link System) and Part B (Student Referral Program) as specified in this proposal.
Student dashboard is strictly out of scope.
Referral reward communication and payout are handled manually by the FinTree team — no automated reward emails included.
All features delivered in a single 3-week phase — no phased rollout.
Integrates with FinTree's existing KP dashboard, enrollment flow, and payment system.
Any scope changes require written approval and may impact timeline or cost.

Payment Terms

Total project fee: ₹1,25,000 (+ 18% GST).
50% (₹62,500) on signing — development begins upon receipt.
50% (₹62,500) on production go-live and admin walkthrough.
Invoices payable within 7 days of issue.

Timeline & Dependencies

3-week timeline from kickoff, assuming timely client feedback and access to required systems.
FinTree to provide by Week 1: payment webhook access, email provider credentials, domain/DNS access for slug routing, existing KP dashboard codebase access.
Delays due to client-side dependencies extend timeline proportionally at no additional cost.
Weekly progress updates with demo sessions.

Intellectual Property

All custom code, database schemas, and email templates become FinTree's exclusive property upon final payment.
1000xdev retains rights to generic frameworks and reusable components.
FinTree may use the project as a portfolio case study with prior approval.

Support & Warranty

30 days post-launch bug-fix support included for delivered functionality.
Response times: Critical (system down) — 4 hours; High (functional issues) — 24 hours; Low — 48 hours.
Support does not cover new feature development or third-party service outages.
Ongoing maintenance available via separate AMC agreement.

Data Privacy

Admin can configure per-KP whether affiliate lead contact details are visible or hidden.
When hidden, KPs cannot access masked fields via UI or API.
All personal data handled per applicable data privacy laws.
FinTree retains full ownership and control of all lead and referral data.

Key engineering decisions for a clean, maintainable build.

These details ensure the 3-week timeline is realistic and the systems integrate cleanly with FinTree's existing platform.

01Slug generation & routing

Affiliate slugs are generated server-side on KP creation using a slugify function on the KP name. Admin can edit slugs manually; uniqueness is enforced at the database level.

  • Middleware: /[slug] → lookup affiliate slugs → set attribution cookie → render site
  • /ref/[slug] → set referrer attribution cookie → redirect to homepage or course page
  • Reserved slugs list (admin, login, api, ref, courses) excluded from affiliate resolution
  • Admin slug editor with real-time uniqueness check

02Lead capture & validation

The popup component mounts only when the attribution cookie is present and no lead has been submitted in the current session.

  • International phone format validation with India (+91) pre-selected
  • Duplicate phone check: warn admin if same phone exists from different KP (no block — admin decides)
  • localStorage flag prevents re-showing popup after successful submission in same browser session

03Referral attribution

Referral links are generated on enrollment activation. Attribution is recorded when a referred student completes enrollment — reward communication stays with the FinTree team.

  • Referral link slug tied to enrolled student record
  • Attribution cookie on /ref/[slug] visits (30-day window)
  • Admin view of referral chain for manual reward processing
  • No automated reward emails in scope

04Email templates

One email template update integrated with FinTree's existing editable template system in admin.

  • Welcome/activation email: enrollment confirmation + referral link + share instructions only
  • No reward tier table or payout instructions in activation email
  • Additional reward notification templates are out of scope

05Data privacy & API access

Admin-controlled visibility for affiliate lead contact details. API responses respect the per-KP masking setting.

  • Affiliate leads API for KP role: fields filtered based on admin hide/show setting
  • Manual leads API for KP role: full contact fields always
  • Admin API: all fields for all leads and referrals
  • Student dashboard: strictly out of scope
Engineering depth is here so it isn't hidden — but it isn't the headline. The page above has the shape of the solution; this section has the arguments behind it.

Ready to grow FinTree's acquisition channels

We're excited to build both growth systems for FinTree — giving every KP a shareable affiliate link and every enrolled student a referral link to share.

What you get in 3 weeks:

• KP Affiliate Links — unique slugs, mandatory lead capture, admin-controlled visibility • Student Referrals — referral links in welcome email, attribution tracking • Admin Control — full visibility, filters, export, and referral tracking for manual reward processing • Clear boundaries — student dashboard and automated reward emails are out of scope

Investment: ₹1,25,000 fixed · 3 weeks · single phase

Let's turn FinTree's partner network and student base into scalable growth engines.
Schedule Kickoff CallWhatsApp Chat

Quick Details

tushar@1000xdev.com
Ready to start within 3–5 days of agreement signing

Next Steps

  • 1Review proposal and confirm open questions
  • 2Confirm domain spelling and email provider
  • 3Share payment webhook and KP dashboard access
  • 4Sign agreement and complete kickoff payment
  • 5Week 1 demo by end of first week