Launch a referral rewards scheme with the reward points app

How the scheme works

Every customer who creates an account on your website will have access to a 'Referred Friends' page (once you have enabled it) which contains a link (URL) unique to them which, when clicked, leads to your website’s homepage:

To participate in the scheme they (the referring customer) would need to copy this URL and send it to people who they are trying to encourage to buy from you.

When a user (the referred customer) then uses this link to visit your website’s home page a cookie (a small piece of data used to track a user’s behavior on a website) will be placed on their computer by the web browser, so any purchases they make on your website can be tracked.

Once the referred customer purchases a product(s), the referring customer, who sent them the URL, will then be rewarded in line with your settings. Additionally, you can allow the referred customer to also be rewarded with a cash discount.

Referral rewards settings

To manage the settings for your referral rewards scheme select Settings > Reward Points from the menu and find the section named ‘Referral Rewards’.

Using the first setting you can change how you want the referring customers to be rewarded.

Giving them a fixed reward points amount means the referring customer will be given the number of reward points you have input when a referred customer makes a purchase no matter how much they have spent:

Giving them a variable amount means the referring customer will be given the set number of reward points for every $ that the referred customer spends:

In the ‘minimum order value’ box you can enter a minimum requirement for how much a referred customer has to spend in order for the referring customer to receive the reward. Leave this box blank if you don’t want to set a minimum:

If you want the referred customer to receive a discount on their first purchase, you can choose whether you want them to receive a fixed amount discount or a percentage discount:

You can set a time limit on when the referred customer must have made a purchase by in order for the referring customer to get their reward by entering a timeframe for when the cookie should expire. For example, if a referred customer has to make a purchase within 30 days of clicking on the link put 30 in the box. If you don't want to set a time limit then leave this box blank:

In the next setting choose whether or not you want the cookie to be removed from the referred customer's computer once they have made a purchase:

Next, decide if you want customers to have registered an account before a purchase is eligible in the referral scheme:

Finally, decide if you want the first purchase or multiple purchases made by the referred customer to be eligible for rewards:

Once you have finished adjusting your settings select save changes.

Enabling the ‘Referred Friends’ page

In order to enable the ‘Referred Friends’ page on your customers’ accounts select Themes > Installed Themes from the menu. On your live theme select Theme Settings:

For version 4 themes

For version 4 themes selecting Theme Settings will open the live preview editor for the theme in a new tab.

Select Features > Customer Account Pages from the menu in the editor:

This will show you settings, one of which is for the referred friends feature. Tick the box next to ‘Display a referred friends page..’ to make the page visible on your customers' accounts:

Then select save changes in the top right corner.

For version 3 themes

For version 3 themes selecting Theme Settings opens a new page with all of your theme’s settings listed in different sections. To enable the referred friends page find the ‘Advanced Settings’ section, and place a tick in the box next to ‘Referred friends account page’:

Then select save changes.