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.
The Referred Members view allows you to manage relationships between referrers (members who send invitations) and referees (members invited into the program). This feature is essential for tracking and rewarding referral-based growth.
Referrer - Member sending out the invitation
Referee - Person invited to the program
Accessing the View
Navigate to Members → Referred Members in the sidebar. Here you will find a table listing all existing referral connections.
The table includes:
Referrer name – the member who sent the invitation.
Referrer token – the unique referral token used.
Referee name – the member who joined through the referral.
Created on – the date and time the referral was registered.
You can filter and search records, as well as adjust the table layout via Manage Columns.
Adding a Referred Member
Click Add referred member to create a new connection. A modal will appear where you can:
Select the Referrer (member sending the invitation).
Select the Referee (invited member).
A referee can only be linked to one referrer.
If the selected referee is already connected, the action cannot be completed.
Managing Referrals
In the context menu (three dots) next to a record, you can:
Remove referred member – delete the connection if needed.
See full profile – open the referee’s member profile for more details.
Referrals in Single Member View
Each individual member profile contains a Referrals tab, showing referees linked to that member. From here, you can:
Add new referees.
Remove existing ones.
Open referee profiles directly.
Referrals Levels
In Open Loyalty, you can design multi-level referral programs to expand your reach and engagement. This means both the original referrer and subsequent referrers in the chain can be rewarded. By tailoring rewards for each referral level, you can motivate members to invite more people, which helps drive sales and strengthen loyalty.
A referral level represents the degree of separation between the original referrer and the new member who takes the desired action (such as registering or making a purchase).
Level 1 – the direct referral (the person invited by the referrer).
Level 2 – a referral made by the Level 1 referee.
Level 3 – a referral made by the Level 2 referee, and so on.
This structure lets you reward deeper chains of referrals, customizing incentives at each stage to match your program goals.
Key Notes
Referrals are created either automatically when members register with a referral token, or manually through the Add referred member option.
Both of these actions can be done via the API as well.
Removing a referral breaks the connection but does not delete the member profile or previous benefits gained through referral campaigns.
Referral activity may be tied to campaigns or rewards depending on your program setup.
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