Introduction
In this article we will learn how to introduce a referral program to help acquiring new customers and improve loyalty.
Purpose
Create a win-win scenario by inspiring your loyal customers to participate in the referral program and get rewarded. Incentivise customers for extending a referral invite to family and friends and for creating an account utilising the provided referral link.
Steps to set up the referral rewards
To set up a referral program, you need to create a sender and receiver credit earning rule. Go to Premium Tools > Store credit setup > Earning rules
Let’s set the sender's credit rule first.
Click Add ways to earn or Add referral rules and select sender’s credit.
Now, add credit value and comment in the earning value section.
Set up limitations by adding credit and time limitations. For exp you can limit customers to avail maximum $100 credit in 5 days.
Check preferred sharing options, to offer various referral link sharing options.
Hint: Keep variable ##referee_customer## to display the receiver customer name in credit comment.
Now, let’s move to setting up the receiver's credit.
Click Add ways to earn or Add referral rules and select receiver’s credit.
Now, add credit value and comment in the earning value section.
Hint: Keep variable ##referrer_customer## to display the sender customer name in credit comment.
To implement the changes, simply click on Save from the top right corner.
Note: If you want to configure notifications, please click on any of the notification checkboxes of relevant rules.
For any help in setting up sender, receiver rules please connect with us at support@getflits.com