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How to build referral program

A referral program allows you to reward customers for bringing new clients to your store. By encouraging existing customers to refer their friends and family, you can expand your customer base while offering incentives that keep your loyal customers engaged.

Follow these steps to set up a referral program:

  1. Navigate to Stores -> Configuration -> Reward Points -> Referrals -> Enable Referral System.

  2. Enable the Referral system.

  3. Select a template for the invitation email.

  4. Create Behaviour rules to reward customers for inviting friends.

How the referral program works​

  1. The customer invites referees to the store by using the Referral link displayed in the My referrals section of their account. There are two ways to do this:
    • By sending an invitation via the Send invitations form;
    • Sharing the Referral link via email, messenger, social media, or any other sharing method.
  2. Each invited customer (referee) receives a unique link (unique per referral(person who invites)) that they can use to visit the store. This link contains hidden data picked up by our controller and recorded as a potential referral.
  3. If the invited customer (referee) registers during this session, they are recorded as a referee. If they don't, they will be treated as a regular user after the session expires—unless they use the referral link again (another potential record will not be created).
  4. When referees register, the event Referred customer signs up in the store will be triggered. If Behaviour rules are linked to this event, the customer who invited the referee will receive points.
  5. When a referee places an order, the event Order from a referred customer will be triggered. If Behaviour rules are linked to this event, the customer who invited the referee will receive points.
Note

To receive points for the event Order from a referred customer, the invited customer (referee) must first register after visiting the referral link and then place an order while logged in. Otherwise, the customer who invited them will not receive points.

  1. You can also create other Behaviour rules for different events and connect referees to the referral policy using the Is Referee special condition.
  2. You can combine various rules to create a flexible referral program and grow your customer base with corresponding rewards.