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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 a week ago

Introduction

Referrals are a simple way of acquiring new customers by encouraging your existing customers to recommend you.

To activate the referral, go to Programs - Referral.


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, not yet a customer, can only receive a voucher or a discount code.

Then, add or not a minimum purchase condition and a validity period for the reward. For the friend, set a short duration to maximize performance. For your customer, we recommend a longer validity period.


How it works

  1. Your customer enters his friend's email address in the referral module.

  2. We check that the friend has never placed an order, and if so, they receive an e-mail with their referral code.

  3. When the friend has placed an order, your customer receives an e-mail with a discount code.

💡The friend receives a reminder e-mail to use his code, halfway through the configured period.


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, here's our guide to help you!

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