We're excited to introduce a new feature that allows your customers to share referral discount codes with their friends! We're kicking off Referrals as a future larger part of "Loyalty", which we're eager to customize based on your feedback.
You can find this functionality in the new "Referrals" card within your Portal. It integrates seamlessly with the existing Discounts setup to keep things straightforward and flexible. This article will guide you through all the details you need to know.
💡 You can test this feature worry-free! We've designed it so you can try it out without exposing it to all your customers. Enabling the feature doesn't make it visible to everyone; you'll need to confirm and save your settings at the end of the process. Take all the time you need to test!
Pre-requisites
In this version (1.0) we only offer percentage-based discounts. Other kinds of discounts and rewards will come in due time.
In this version (1.0) we only offer Referral Discount Codes on first-time orders for the referee. Your customer, the referrer, gets a discount on their next billing.
Setting up Discounts for Referrals
With Referral programs, there are two parties. There is one that gives out the referral code (your customer, the referrer) and someone they give their referral code to (someone the customer knows, the referee). We recommend setting up discounts for both parties, but you have the option to skip one of them.
Setting up the Referrer Discount
Head over to Portal > Discounts and hit Create Discount. In this instance we'll set the discount code for the Reward, so give it something easily recognizable for you (like "Referral Reward", you'll need this later on!)
At "Discount in %" you'll fill in the % of a discount that should be applied to the customer who referred another user, on their next order.
Be aware that what you fill in at "Public description" is visible on your customer their invoice, so make it something user-friendly like "5% referral reward".
You'll want to leave "Automatically apply to all new customers" unchecked.
Hit Create and voila, the second quintessential discount has been created. You're all ready to enable Referrals.
Setting up the Referee Discount
Head over to Portal > Discounts and hit Create Discount. In this instance we'll set the discount code for the Referral, so give it something easily recognizable for you (like "Referral Code", you'll need this later on!)
At "Discount in %" you'll fill in the % of a discount that should be applied to the referral for their first order.
Be aware that what you fill in at "Public description" is visible on your customer their invoice, so make it something user-friendly like "10% referral discount code".
You'll want to leave "Automatically apply to all new customers" unchecked.
Hit Create and voila, the first quintessential discount has been created.
Enabling Referrals
You can find all settings for Referrals in Settings > Referrals.
Enable the toggle to get started:
Connect the Discounts
In this section, you can connect the discounts you created in the previous steps. You can also set a limit to how many times a referral discount can be used (in other words, how many people your subscribers can refer).
There's also an option to add a prefix to the referral codes. We recommend this to make the codes more recognizable.
For now, do not press "Generate referral codes for X subscribers"
Set up Referral Banner
This is a call-to-action banner that will show up in the Self Service Center. It will appear only if referral codes were generated for the customer (step 7).
Scroll down in Settings > Referrals to enable it and to customize the text that customers will see.
Generate the codes
When you're sure everything is set up and works as intended, it's time to generate the codes.
⚠️ Note: If you're not ready to generate the codes yet, simply skip this and click Save. Once the codes are generated, it becomes much harder to edit the settings for the referral program, and you'll need to contact our Support team for help.
Viewing the Referral Codes
After you save the Referral settings and click on the Generate button, we generate the codes in the background. If you have many customers (yay you!) that may take a while. After a few minutes, you will see the codes in Portal > Discount Codes.
