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Setting up the referral
Setting up the referral

Explore the referral process, from sign-up to rewards.

Farah Bahoui avatar
Written by Farah Bahoui
Updated over 4 months ago

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.


How it works

  1. Sponsors can share a referral link or send an email. On mobile phones, the link can also be shared by SMS.

  2. By clicking on the link, the sponsored customer is redirected to the verification, success or error mode.

  3. After retrieving their code, referrals can apply their code to their shopping basket.

💡The referral code only works for the first order.


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.

📝 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 (e.g. farah+1@loyoly.io).


Settings

You can choose the type of reward your customer and his friend will receive.

By default, both the customer and the friend earn a 10-euro discount.

The reward can be adjusted according to your average shopping basket, to keep your cost of acquisition positive.

The customer can receive points, a voucher or a discount code.

The friend, who is not yet a customer, can only receive a voucher or a discount code.

Next, you can choose whether or not to add a minimum purchase requirement, as well as conditions for the validity of subscriptions and discount combinations.

Finally, set a validity period for the reward.


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!

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