Earn Points for Referring a Friend | Boost Word-of-Mouth-Marketing with AiTrillion

Earn point activity for Refer a Friend

Introduction

The Refer a Friend earning activity allows you to reward customers for bringing new shoppers to your store. By offering loyalty points for successful referrals, you can encourage word-of-mouth marketing while growing your customer base. This article explains how the Refer a Friend earn points activity works and how to set it up so both referrers and their friends can benefit.

Follow these steps to set up Refer a Friend in the Loyalty Program:

Step 1: Go to Loyalty Rewards> Set up program > Earn points. Then click on Refer a friend.



Step 2: Fill in the details according to your requirements and click on Save / Update.



General settings

Discount type:

Discount Code
Offer a fixed or percentage-based discount that can be redeemed on the next purchase. Additionally, to avail the discount code, need to inform the customers through the workflow so sellers can automatically notify the referrer about the discount code they've earned.

  1. Discount Value:
    Enter the reward amount or percentage (e.g., 10%, $5, etc.).

  2. Minimum Purchase Amount:
    Specify the minimum order value required to use the discount.

  3. Apply Reward To - Control where the discount can be applied.

    • Specific Collections: The reward can only be used on selected product collections with a title.

    • Specific Products: The reward applies to chosen individual products with a title.

  5. Set Expiry

  6. Optionally, define the expiry duration of the reward code.

    • Toggle Set expiry ON to activate this option.

    • Enter the number of days after which the reward expires (example - 30 days).

To send the discount code to referring customers, please check the article by visiting - Click here



Loyalty points
Points awarded: Customers earn some points for referring a friend.

Advance settings
Approval period (Days): This is the waiting time before the referring customer’s reward points are approved and added to their account.
Minimum spend ($): This is the minimum order value the referred customer must spend for the referrer to earn the reward.

Referred friend reward

Discount value: The discount is applicable for purchases of some $.

Minimum purchase amount: Discount applicable for purchases of $some or more.

Step 3: If you want to show a special 'Refer a friend' button, then enable the same from the appearance settings under Refer a friend. You can also customize how the button or pop-up is shown on the website




Here is the chronological order of how friends receive discount codes when the store is referred by one friend to another using the loyalty referral program:-

  1. Customer 1 refers your store to Customer 2.

  2. Customer 2 will receive a link through email or whichever channel was selected by Customer 1

  3. Customer 2 will click on the link and visit the store.

  4. A popup will be displayed with the discount code on the screen of Customer 2.

  5. Customer 1 will receive loyalty points when Customer 2 makes a purchase from the store.


Important Notes

  1. The Refer a Friend earning activity must be enabled for customers to earn points for referrals.
  2. Points are awarded only after the referred customer place the order and receive the order.
  3. The minimum purchase amount (if set) must be met by the referred customer for points or rewards to be issued.
  4. Points are credited according to the approval period configured in the referral settings.
  5. If a referral reward includes a discount code, the code will follow the expiry and usage rules defined in the setup.
  6. Referral rewards apply only to future purchases and do not affect past orders.
  7. Changes made to referral settings apply to new referrals only and do not impact existing or completed referrals.


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