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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 Referral system.

  3. Select template for invitation email.

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

How referral program work​

  1. The customer invites some referees to the store, by using the so-called Referral Link, displayed at My Referrals section on his account. There are two ways to do this:
    • By sending a mail of invitation, using Send Invitations form;
    • Share 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 could use in visiting the store. Our link contains a hidden data picked up by our controller, and recorded as a potential referral section;
  3. If the customer (the referee) registers during this session, he is registered as a referee. If he doesn't, he will be treated as a regular user after the expiration of the session - unless he uses a referral link again, (another potential record for him will not be created);
  4. When referees register, the event Referred customer signs up in the store will be triggered. If Behaviour rules were bound to it, they will also be triggered and 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 were bound to it, they will also be triggered and customer who invited the referee will receive points.
Note

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

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