Introduction
Referrals are a simple way of acquiring new customers by encouraging your existing customers to recommend you.
🚀 Advantages:
Each customer has a link to share which makes it easy to share.
The link can be shared on all channels and natively by email & SMS.
You can also share on WhatsApp, Messenger, and X.
Referral Settings
You can choose the type of reward that both your customer and their friend will receive.
By default, the customer and the friend each get a £10 discount.
You can adjust the reward based on your average order value to maintain a positive acquisition cost.
Referred Friend Reward
The referred customer can receive different types of rewards: a gift voucher or a discount code.
To set up the reward, you can configure the following elements:
Sales Channel
You can choose which channel the code can be used on:
Online,
In-store,
Or both online and in-store.
Code Application
The code can be applied to:
All products,
One or more specific collections
Purchase Conditions
You can set a purchase condition that applies to the customer’s cart.
Applicable Products
You decide whether the referral code is valid:
Only for non-subscription products,
Only for subscription products,
Or for both.
Combination
You can choose whether the reward can be combined with:
A product discount,
An order discount,
Or a shipping discount.
Code Validity Period
You can define the duration for which the code is valid.
Referrer Reward
The referrer’s reward is configured in the same way as the referred friend’s reward.
Unlike the referred friend’s reward, you can set a referral validation period. This period ensures that the referrer only receives points if the referred friend’s order is confirmed and not fully refunded. In the case of a partial refund of the referred friend’s order, the referral will still be validated, and the reward will be granted to the referrer.
The referrer can also earn points if you prefer not to offer gift vouchers or discount codes.
Redirect Link
You can choose the page to which your referred customers will be redirected.
Email Verification
By enabling this feature, your customers will need to provide their email addresses so we can verify that these referred friends do not already have an account with Loyoly.
Email Reminder
You can choose after how many days the reminder email for both the referrer and the referred friend will be sent.
To configure this email, you can refer to our guides.
How It Works
Referrer View
When the customer accesses the loyalty page, they will see the section dedicated to referrals. They can enter their email address to get started.
After validation, a new page appears, allowing them to:
Copy their referral link,
Enter the email address of their referred friend.
The referral link can be easily shared via email, SMS, or through WhatsApp, Messenger, or X.
As soon as the customer enters their referred friend’s email address, a message appears confirming that the referral has been successfully recorded and that the referrer has received the email.
Referred Friend View
Two visuals are available depending on whether you have enabled email verification.
With Email Verification
By clicking on the link, the referred friend is redirected to a modal showing either a success or error message. The customer must enter their email address to access their referral code
Without Email Verification
The referral code will be applied directly to the cart. The customer only needs to provide their email address to receive a reminder email if they have not used their referral code.
💡The referral code only works for the first order. It is now available in the checkout and POS extension.
Fraud prevention
To prevent misuse of sponsorship, you can add an email verification to a welcome message. This will check that the email address is not already linked to a customer account.
Additional settings are available in the Settings - Profile - Fraud tab.
Limit Referrals by IP Address
You can set a maximum number of referrals allowed from the same IP address.
Set a Renewal Period
The renewal period allows the referral count per IP to reset after a certain time.
Example: After 3 months, a user can refer up to 3 people again from the same IP.
Limit Referrals by Email Address
It is also possible to restrict the number of referrals per email address per day.
Example: A user can refer up to 5 people per day using the same email address.
Choose Who Can Refer
You can determine whether all customers can refer or only those who have already placed an order.
In this configuration, all customer accounts can access the program, even without having made a purchase.
Choose Who Can Be Referred
It is possible to restrict access to the referral offer to new customers only.
This way, only users who have never placed an order can benefit from the offered advantage.
📝 The error message is displayed if the conditions defined are not met, for example if an order has already been placed to this email address or if the email address is incorrect.
Visual appearance
You can change the visual appearance of the branding in the Branding tab - Loyalty page - Referral.
The verification, success and error modes must be modified in the sponsorship mode.
Common questions
If the friend is already a customer, do they receive an email?
No, we check that the friend has never placed an order. If this is already the case, they won't receive the email.
Can I preview sent emails?
You can manage sent emails from the Communications - Emails tab. See this guide to find out more: Manage emails.
If you'd like to send these emails via Klaviyo or Brevo, here's our guide to help you!