Referrals

Referrals let you reward users for inviting friends. Set campaign rules, track valid referrals, and issue rewards to both referrer and friend.

What is the Referrals module?

The Referrals module allows you to create campaigns where loyalty members can invite new users to join your program. Both the person who shares the referral (referrer) and the friend who joins (friend) can earn rewards when campaign rules are met.

Modules are sold separately and not included in the Loyalty Engine core platform licence. For pricing and details, contact your account manager.

Key terms

Referral campaign	A set of rules defining when and how rewards are given for referrals.
Referral code	A unique code each user can share with friends to register.
Referrer	The existing loyalty member who shares their referral code.
Friend	The new user who registers using the referral code.
Sequence step	A condition that must be met for a referral to be considered valid and a reward to be given.

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How the Referrals module works

1

Campaign setup

• Admins create a referral campaign and define rules for what makes a referral valid.

• Rules can be based on any event in the platform (e.g., completing registration, making a purchase, reaching a spend threshold).

Creating referral campaigns

2

User sharing & friend registration

• Each user is given a unique referral code or link to share with friends.

• A friend enters the referral code during sign-up to link the referral.

• The referral is then tracked in the Loyalty Engine.

Referring a friend

3

Rules triggered

• As the friend takes actions (e.g., first purchase over $50), the system checks the referral campaign rules.

• Rewards can be given to the friend, the referrer, or both – depending on the campaign setup

Example

A campaign might have these sequence steps:

1. When the friend registers, both receive 500 points.

2. When the friend then makes their first purchase over $50, the referrer receives 1,000 points.

3. If the friend makes five more purchases, both receive a voucher.

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FAQs

Is there a limit to how many people someone can refer?

Referral codes can be used unlimited times, but each friend can only use a code once at registration.

Can an existing user apply a referral code?

No. Referral codes only work during new user registration.