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Loyalty Referral Module

Introduction​

The Loyalty Referral Module allows customers to earn loyalty points when someone they referred signs up via a referral link. This module operates by tracking a token in the referral link that identifies the referring customer.

Typical Use Cases​

  • Referral Program: Reward customers with points when they successfully refer others who sign up using their unique referral link.
  • Milestone-Based Rewards: Place the module at specific points in the new customer's journey to ensure the referring customer only receives points when the referred person reaches a designated milestone in the chat or process.

How to Use the Module​

Points Allocation​

Define the number of points the referring customer will receive for each successful referral.

Sign-In Requirement​

This module requires the customer’s email address, so the “Email” or “Sign-In” module should be used beforehand.

Email Notification​

There is an option to enable an email notification to inform the referring customer when their referral successfully signs up and reaches the specified milestone. For this you can define an HTML email template.

Placement in Flow​

This module is included in the process flow of the referred customer. The position of the module determines when the referring customer will receive their points, ensuring they are only awarded once the referred customer reaches the desired stage.

Integration with Loyalty Sharing​

To set up the referral process, use the Loyalty Sharing Module. This module generates the unique referral link that customers can share with others. The link contains the token necessary to track referrals, ensuring that points are correctly awarded when the referred customer signs up.