Referral Campaign

Learn more about referral campaigns.

Referral campaigns enable you to reward both existing members (referrers) and newly recruited ones (referees) when a successful referral occurs, or based on the actions after the referral. These campaigns are an effective tool to encourage organic program growth and build community engagement.

🧠 How It Works

A referral campaign is a special campaign type that grants rewards when a referred member completes a defined activity (e.g. a purchase). The campaign logic is tied to the referrer–referee relationship and executes based on the referee's actions.

🛠️ Configuring a Referral Campaign

To configure a referral campaign, you can follow the steps outlined in the article below:

Creating Campaigns

The main difference is - the 'Rules' section is divided into the 'Rules for Referrer' and 'Rules for Referee' sub-sections. There, you can create conditions you would like to apply respectively for Referrer, for Referee, or for both, and reward them accordingly.

🔗 Multi-level Campaign Configuration

The multi-level referral feature allows you to create referral campaigns that reward multiple levels of the referral chain.

Instead of rewarding only the direct referrer, you can configure additional effects for second-level, third-level, or further referrers. This helps you:

Expand reach by incentivizing deeper referral networks.
Encourage viral growth and word-of-mouth promotion.
Customize reward amounts for each referral level.

For example:

Level 1 referrer receives 100 points.
Level 2 referrer receives 50 points.
Level 3 referrer receives 20 points.

This tiered incentive structure boosts both sales and member engagement, motivating participants to actively grow your program.

🎯 Example Scenario

Let’s say you want to reward members who refer others to your program. Here’s how a simple setup might look:

Trigger: Purchase transaction by the referee.
Condition: Transaction value exceeds $20.
Effect: Grant 100 points to the referrer.
Limit: Max 5 successful referrals per referrer.

When a referee (a newly joined member) completes a purchase over $20, their referrer automatically receives 100 points—up to the defined limit.

⚙️ Additional Notes

You can define different reward structures based on conditions met by the referred member.
The referral relationship is based on the referrerId field in the referee’s member profile.

✅ Summary

Referral campaigns are a powerful way to expand your loyalty program through peer-to-peer promotion. By configuring rewards based on referee activity, you create a meaningful incentive for members to spread the word, driving both engagement and growth.

Referral Programs Referred Members

Last updated 45 minutes ago

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