> For the complete documentation index, see [llms.txt](https://help.openloyalty.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.openloyalty.io/sample-setups/sample-achievements/7-2-referees-made-a-transaction-configuration.md).

# #7 Referral Boost – Two referees made a transaction

{% hint style="info" icon="cart-shopping-fast" %}

### Business case

Reward the first successful referral conversions fast.

It works well as an entry-level referral challenge before introducing more advanced referral goals.

**💡 Useful for** a simple advocate incentive with a low barrier to completion.
{% endhint %}

### 🛠️ Step by step

{% stepper %}
{% step %}

### Step 1: Challenge info

* **Name:** Two referees made a transaction
* **Availability:** Always available
* **Status:** Active
  {% endstep %}

{% step %}

### Step 2: Milestone

* **Milestone type:** Referral milestone
* **Trigger:** Purchase transaction
* **Progress tracking:** Number of event occurrences
* **Goals:**
  * Occurrence: Overall
  * Goal: 2 referees
* **Count only one transaction from each referee:** enabled

<figure><img src="/files/x6aJkGP3HEQaRHwE3zNi" alt=""><figcaption></figcaption></figure>

**Rules & Effects**

* **Trigger type:** Challenge completion
* **Effect:** Add units to wallet, issue a coupon, or grant another reward
  {% endstep %}

{% step %}

### Step 3: Limitation & Budget

* **Effect application per member:** 1 per year
* **Budget:** Unlimited, or set a cap if needed
  {% endstep %}

{% step %}

### Step 4: Review and Save

Review the setup, then save and activate the challenge.
{% endstep %}
{% endstepper %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.openloyalty.io/sample-setups/sample-achievements/7-2-referees-made-a-transaction-configuration.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.