Open Loyalty 5.24

Referred Members

In this article, you will learn everything related to 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.

Module overview

The Referred Member 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 own Referral Token that can use 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
  • Managing Referred Members
  • Adding relations
  • FAQ (Referred Members)

Managing Referred Members

In this section, you get a quick overview of all the most important information about managing Referred Member data.
Below you will find described operations that you can perform.
The Referred Members list overview.
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
You can use one filter or you can create and use several filters at the same time.
To use a filter, you need to create it.
  1. 1.
    Click “Add filter”
  2. 2.
    Select a filter from the list and click on it
  3. 3.
    Choose the condition
  4. 4.
    Enter the values
  5. 5.
    Click “Add filter”
  6. 6.
    Check the table
After completing all the steps, the Members' list has been filtered.

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 not just the original referrer, but also 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.

Adding relations

To refer a Member, you can only do so through the API during Member registration. In the body registration endpoint, you need to add a referrerToken to create a relationship between the Referee and the Referrer.
For example: "referrerToken": "96HEJHGV9"

FAQ (Referred Members)