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User Guide
  • Welcome to Open Loyalty!
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        • Using Member Custom Attributes
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        • Register on Birthday
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  • Sample Setups
    • Good Practices
    • Pay with Points
    • Promo and Discounts in Cart
    • Sample Campaigns
      • #1 Earn 1 point for every $1 spent
      • #2 Earn 2x points when shopping on Monday morning
      • #3 Earn 1 stamp for every transaction
      • #4 Buy product ACME 123 and earn 100 points
      • #5 Refer a friend and get 100 points
      • #6 Refer 5 friends and get a $50 off coupon for the next purchase
      • #7 Register to the program and get 50 bonus points
      • #8 Get 30 bonus points for your first transaction in the loyalty program
      • #9 Cashback campaign
      • #10 Product meets selected criteria
    • Sample Achievements
      • #1 Celebrate summer - Buy 5 times between June and August
      • #2 Place 10 Orders above 50€ - Complete 10 transactions, for more than 50€ each
      • #3 Ambitious player - Log in to the game 3 times per week for 8 consecutive weeks
      • #4 SKU 'ABC' configuration - Spend total of 100$ on products with SKU 'ABC132' in September
      • #5 Workout track -Track a workout of at least 30 minutes for 5 days in a row
      • #6 4 referees made the transactions for 2 consecutive weeks
      • #7 2 referees made a transaction configuration
  • FAQ
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    • Custom Attributes
    • Achievements
    • GDPR
    • Opt-Out
    • Referral Programs
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On this page
  • Module overview
  • Adding relations
  • Managing Referred Members
  • Browsing the Referred Members list
  • Referrals levels

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  1. Main Features
  2. Members

Referred Members

In this section, you will find detailed information about the Referee and Referrer members, which will help you manage the Referral System in Open Loyalty.

Last updated 10 months ago

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Module overview

The Referred Members module allows you to manage the relations between Members. This view gives you information about which Member has been referred by whom. Each Member of your Loyalty Program has their Referral Token that can be used to refer someone to join to program. For example: Member X recommended Member Y by using his own Referral Token.

Referee - Person invited to the program Referrer - Member sending the invitation


Adding relations

To refer a Member, you can do it via the API or when adding a member in the Admin Panel during Member registration. Adding relations via API:

For example: "referrerToken": "96HEJHGV9"

Adding relations in the Admin Panel:

If you want to add a referee in the Admin Panel, click ADD in the Members module, and insert the token in the Referrer token field:

This way you will create a referee for a referrer member with this token.


Managing Referred Members

This section gives you a quick overview of the most important information about managing Referred Member data.

Browsing the Referred Members list

In the table on the main view, you will find data that gives you information about relations between Members.

  • Referrer name - the name of the Member who recommended the Member

  • Referrer token - it is a token via which a Member referred the other Member

  • Referee name - the name of the Member who was referred

  • Created At - time then the relation was established

For a more detailed overview of all relations, you can use filters. They will help you find the correlations you are looking for.

Filters that you can use:

  • Created at

  • Referee name

  • Referrer name

  • Referrer token

Sorting Referred Members list

Sorting data is used when you as an Admin would like to sort the records by some data. All columns in the table are sorted in ascending or descending order, which helps find, understand, analyze data, and create statistics.


Referrals levels

In Open Loyalty, you can create a multi-level referral program, allowing you to reach a wider audience by incentivizing the original referrer and subsequent referrers. This can lead to increased sales and customer loyalty. Additionally, users can customize the rewards for each level of referral, which can help to motivate referrers to refer more people.

"level" refers to the number of layers in the referral chain. Each level represents a different degree of separation between the original referrer and the person who ultimately makes a purchase or completes a desired action.

In the body registration endpoint (), you need to add a referrerToken to create a relationship between the Referee and the Referrer.

POST/api/{storeCode}/member