Reward members with points and gifts when referred friends complete their first purchase.
Referral campaigns turn existing members into program advocates.
Reward the referrer when a referred friend completes a first purchase. Use points for immediate value and a gift for stronger motivation.
💡 Useful for acquiring new customers while encouraging first transactions and boosting ACV.
This campaign involves these mechanics:
Referral campaigns
Purchase transaction triggers
Rewards
Commonly used words in Referral Campaigns:
Referrer – The member who invited a friend
Referee – The friend who was invited
Path: Campaigns > Referral > Add refferal campaign
Campaign trigger: Purchase transaction
Referral reward depth: Reward direct referrers only
Learn more about creating referral campaigns:
Name: Refer Shopping Friends
Start date: Set your launch date
End date: Optional
Status: Active
Rules for referrer
Rule 1:
Conditions: Empty
Effects: Add Units, Default Wallet , 100.
Default Wallet
100
In plain English
The referrer (the original member) will receive 100 points when the referee (the friend) makes a purchase.
Rules for the referee
Same as rule 1
The referee (the friend) will also receive 100 points after completing a purchase.
Campaign limit: In total, 100.
In total
The campaign will only occur once, since each member will reach the limit of 100 points after just one occurence.
Using a per-member limit controls campaign cost and prevents misuse.
Review the referral rules, rewards, and limits. Then save and activate the campaign.
Confirm that the referred member completed their first purchase. Check that the campaign is active and the referral relationship exists.
Set an Effect application per member limit. Ensure the referee condition matches only a first purchase.
Confirm that the selected reward is active and available. Check that its inventory or coupon pool has remaining stock.
Last updated 1 month ago
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