Introduction
In this article we will learn how to introduce a referral program to help acquire new customers and improve loyalty.
This referral rule is available for Growth and Established plan users only.
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 > Loyalty & reward setup > Earning rules
Let’s set the inviter's credit rule first.
Click Add ways to earn or Add referral rules and select the inviter's credit.
Now, add credit value and comment in the earning value section.
Set up limitations by adding credit and time limitations. For example, 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 the 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 the credit comment.
To implement the changes, simply click on Save from the save bar.
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