What are Referrals? #
Referrals are when someone recommends a product, service, or business to another person. For example, a customer might tell a friend about a brand they like or share a special referral link. If the friend signs up or makes a purchase, both the referrer and the friend might get rewards like discounts or credits.
Referral programs are beneficial for both customers and businesses, as customers feel rewarded for helping the brand, and businesses gain new, often loyal, customers through trusted recommendations.
Guide #
Step 1: Select “Referral Configurations” From your dashboard. #
Step 2: Click on “New Referral Configuration“ #
Step 3: Fill in the referral details. #
You can give a point to the invitee or you can select from the rewards you have.
Additionally, you can also enable conditions for the invitee to get the rewards/points. After selecting the Minimum Purchase Policy Type options, you need to input the minimum points of the transaction :
- First Transaction Minimum Amount: the minimum value that an invitee must transact after signing up as a condition to receive the referral benefits.
- Cumulative Transaction Minimum Amount: the total amount an invitee needs to spend or transact by adding up multiple transactions. Instead of meeting the requirement in one transaction, the invitee can reach the target through several smaller transactions over time.
- Any Transaction Minimum Amount: the smallest amount an invitee needs to spend or transact in a single transaction to qualify for referral rewards. Unlike “Cumulative” or “First Transaction,” this term applies to any single eligible transaction made by the invitee, regardless of whether it’s the first or later.
- Disable: By default, whenever an invitee signs up, no minimum transaction is required for the inviter to receive a reward.
Step 4: Click “Create” and it will show at the list of the referral configuration. #
Step 5: To Activate it, Go to The “Customer Portal Design” and click “Edit” #
Step 6: Enable the Referral at “The Features” and Save Changes. #
You can also edit the referral cover image and the setup is completed.
Inviter Settings #
Inviter settings are where you set the points or reward for the inviter for each referral. You can choose to assign the same or different amounts for each referral.
For the same amount/rewards: Click “Bulk Assign” on the top right page, which will automatically apply the same reward/points to all referrals.
Notifications #
You can enable the notification settings so that whenever an invitee signs up using the inviter’s referral link, the inviter will receive a notification. Additionally, you can customize the message to match your preferred style and even attach an image, video, or PDF.
Terms #
You can edit the terms and conditions for the referrals. Pixalink provides a template, which you can customize according to your regulations.
How to check how many customers have used the referral? #
There are two ways to check it :
- Referral Configuration: Go to Referral Configuration > View The referral > Scroll down to the column with images > Look at the “Total Reward” and you can see how many customers used the referral.
- Customers in CRM (for specific customers you want to check who they have invited and how many): Go to Customers (CRM) > Search the customer name > View and Scroll down > Select the “Invitee Customers”. You can see the invitees and their phone numbers in the column.
Customize The Referral Ticket Image #
Referral Configuration > View The Referral> Scroll down to the column with images > Click the ticket image / Edit > Save Changes.
How does the invitee log in using the referral link? #
When the invitee clicks the link shared by the inviter or scans the inviter’s QR code, they will be redirected to the loyalty program. The invitee must fill out their details and enter the inviter’s phone number. Once the invitee signs up, both the inviter and the invitee will receive their respective rewards, and the inviter will also get a notification.
