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#7 Referral Boost – Two referees made a transaction

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.

🛠️ Step by step

1

Step 1: Challenge info

  • Name: Two referees made a transaction

  • Availability: Always available

  • Status: Active

2

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

Rules & Effects

  • Trigger type: Challenge completion

  • Effect: Add units to wallet, issue a coupon, or grant another reward

3

Step 3: Limitation & Budget

  • Effect application per member: 1 per year

  • Budget: Unlimited, or set a cap if needed

4

Step 4: Review and Save

Review the setup, then save and activate the challenge.

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