Referral system

You can use the reward points app to implement a referral scheme on your website.

ShopWired's referral scheme feature allows you to:

• Reward visitors and customers on your website for referring new customers
• Give a discount to a referred customer
• You can offer either a fixed discount amount or a variable discount that is calculated from the order value

---

The referral scheme feature has a number of different settings used to determine:

• The reward you'll offer to a customer who refers new customers (a "referrer")
• The reward/discount you'll offer to a customer who is referred (a "referred customer")
• The time period in which a referred customer has to make a purchase, subsequent to being referred by a referrer

To configure a referral scheme for your website:

1. Install the reward points app
2. Navigate to Discounts & offers > Reward points
3. Locate the Referral scheme section
4. Configure your settings (described below)

This setting determines the type of reward you'll grant to referrers:

• Fixed reward points amount means a fixed amount of reward points will be given, irrespective of the order value
• Variable amount means a variable amount of reward points will be given, calculated using the referred customer's order value

• This setting determines the amount of reward points that will be given to the referrer
• The setting label changes depending on your selection of the first setting
• When setting a Variable amount, enter the number of points that a referrer should be given based on each £1 spent by the referred customer
• Referred customers need to spend a whole £1 to qualify the referrer for a reward point; if they spend £0.99, a reward point will not be given
• The calculation is completed using the grand total of the referred customer's order

This setting configures the referred customer's required minimum order value:

• If the minimum order value is not met, the referrer will not receive reward points for the referral
• If the minimum order value is not met, the referred customer will not receive a discount
• This setting is optional

This setting configures the type of discount granted to the referred customer:

• Fixed amount means the referred customer will receive a fixed GBP discount
• The fixed discount is set using the Fixed amount setting
• % value means the referred customer will receive a % discount, calculated using the grand total of their order
• The discount is set using the Percent value setting
• You can enter values up to 2 decimal places in both the fixed amount and percent value settings

This setting determines the timeframe in which, having been referred, a customer must place an order:

• This timeframe is set in days
• After the timeframe configured has elapsed, a referred customer will no longer receive a discount and a referrer will no longer receive reward points
• Changing this setting after a customer has been referred will not affect their referral
• Only future referrals are affected

This setting determines the number of purchases both a referrer and referred customer can receive rewards:

• Select yes to only reward based on a referred customer's first purchase
• Select no to continue to reward subsequent purchases (to both the referrer and referred customer)
• Subsequent purchases must take place during the cookie expiry time

This setting determines whether a referred customer must create a customer account to receive their referral discount (it does not affect the referrer receiving a reward):

• Registered customers only means the referred customer must create a customer account on your website to receive a discount
• Guest checkouts and registered customers means the referred customer can use guest checkout

If you select that referred customers must register for an account, use the setting The number of orders the referral discount should be granted on to select whether customers can receive a discount on subsequent orders

• First purchase only means only the customer's first order is awarded a discount
• Multiple purchases should be rewarded means subsequent orders are awarded
• This setting works in conjunction with both the Remove the cookie from the referred customer's device after they complete their first order and The expiry time for the cookie placed on the referred customer's device settings

---