Setting up Referral rules within

Kai Jensen avatar
Written by Kai Jensen
Updated over a week ago

Introduction 📖

Referrals are a great way to attract new customers, by allowing your existing customers to refer their friends in exchange for rewards.

Requirements Starter plan (or above)

Instructions ⚙️

📍 Navigate to Loyalty Program >> Referrals

You will need to set up two rewards for the referral section:

Referrer Reward & Referee Reward

To get started, press “Add a reward”, here you can define what rewards will be given during the referral process 👇

You can do this via the Amount Discount, Percentage Discount & Free Shipping.

Creating these rewards works exactly the same as creating redeem rules. You can learn how to do this here

You are also able to give loyalty points to the referrer once the referral is completed

Completion Trigger

This option defines when a referral is viewed as “complete”. You can do this based on First Order (recommended), or you can change this to “discount used”. The discount used option is useful for high value products, so you can ensure that the referral discount is used before rewarding the referrer.

Link Sharing

Within the widgets, there are sharing options for referral links. Here you can define which options are shown, as well as the default messaging that is displayed.

Custom Domain (Requires Plus plan or higher)

You can setup a custom domain for your referrals link, so it further matches your brand. However, you will need to update your DNS Settings to achieve this.

Landing Page

By default, the referral link will take the customer to the homepage of your website. If you don’t have any widgets installed here, the pop-up won’t work preventing new customers from signing up to receive their rewards. If you are using the Full Page Widget, you would need to link your customers to the page you have installed this on.

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