After enabling this function, you can invite customers who are already fans of your brand to share it with their friends and family. This helps to attract more customers to your business, new members can get the credits immediately after registering through referral links, and referrers will get the credits once the orders by the new members are completed. This is an exciting opportunity to greatly expand your business, and let’s get started to know more about this new feature!
In this article, we will guide you through:
- How to set up a member referral campaign
- How to use the referral link to acquire the reward
- How do new customers register through the referral link
- Description of Member referral campaign page
A. Set up a member referral campaign
Step1: Go to Admin >> Promotions and Reward >> then click “Member Referral Reward“ and create a new campaign
Step2: Fill out the required information
The name will be displayed in the member center and it supports 4 different languages. We recommend that you clearly state the full benefits in the campaign name, e.g. get $100 for referring new members.
Conditions and Rewards
The information in this section will not be able to be modified after it has been saved.
Referral Reward: Set the number of credits as a reward and the validity period of using the credit after new customers register through the referral link.
Referrer Reward: Set the amount and expiration date of the referrer's credit after a new customer has registered and the first order has been turned into a "Completed" status.
You can choose to either receive the credit as long as the new member completes the order or when the order value meets the minimum amount
*Note: The minimum amount is the subtotal amount of the order minus discounts and store credits(if applied), and not including the shipping fee and the additional fee.
This is the valid period of the campaign, and only one Member referral campaign can be held at a time.
Campaign rule wil be displayed to your customer in the storefront
Step3: Click “Save” to publish the campaign
B. Share the referral link
Step1: Go to Storefont >> Account >> Profile >> find the “Member referral campaign” and copy the link
Step2: Share the link to a friend, after the friend successfully register, and when the first order status changes to "Completed", the member (referrer) can get the credits. The system will also send an email notification to the referrer after the payment has been sent to them, as shown below
*Note: Each member has a referral link, and the link does not change along with different events.
C. Register with the referral link
After a new customer receives the referral link from his/her friend, follow these easy steps and the new customer will get the credits from the campaign:
1. Click on the member referral link and go to the home page of the store, click on the "Register and Claim" button to register, then you will receive your credits after a successful registration.
2. after registration, a notification will pop up to show that you have received your credits.
3. The system will also send a notification letter to the new member and the referrer
D. Member referral page interface
1. The bar shows the information of the campaign, including referrer reward and referral reward
2. Create a referral campaign
3. The usage record shows the number of customers using the referral link and more info about the campaign result
This page will display the Referral, Sign-up Date, Order Number, Referer and Reward Status
*Note: The link to the order will not be displayed until the new member completes the first order.
You can click the "Export Report" button to export the usage record for analysis of the effectiveness of the campaign
4. Edit the campaign information
5. Check the box to publish/ unpublish/ delete the campaign