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Referral Program Overview.

Introduction to the member referral system and how it works.

Dec 26, 2025

The referral program turns your happiest customers into brand ambassadors. Members share unique links with friends, and when those friends sign up and make their first purchase, both parties earn bonus points.

What Is the Referral Program?

Word-of-mouth has always been the most powerful form of marketing. The referral program makes it easy for members to recommend your business to friends—and rewards them for doing so.

Everyone wins:

Party What They Get
The Referrer Bonus points when their friend makes a purchase
The New Member Welcome bonus points on their first transaction
Your Business New customers acquired at zero advertising cost

How It Works

The referral flow is simple and automatic:

1. Partner enables referrals → 2. Member gets unique link →
3. Member shares with friend → 4. Friend clicks link →
5. Friend sees landing page → 6. Friend signs up →
7. Friend makes first purchase → 8. Both earn points 🎉

Step by Step

1. Partner Creates Referral Campaign

Business owners create referral campaigns from the partner dashboard. They set:

  • Points for the referrer (existing member)
  • Welcome bonus for the referee (new member)
  • Which loyalty card receives the points

2. Member Gets Unique Link

Once active, members can find their referral link in the Referrals section of their dashboard. Each member gets a unique 6-character code (like AB12CD) that's embedded in their shareable link.

3. Member Shares with Friends

Sharing is easy with built-in options:

  • Copy link to clipboard
  • Send via WhatsApp
  • Share by email
  • Use the native share sheet on mobile

4. Friend Clicks the Link

When someone clicks a referral link, they land on a branded page showing:

  • Who invited them
  • The welcome bonus they'll receive
  • How to join

5. Friend Signs Up

Clicking "Join Now" takes them through the standard registration flow. Their referral is tracked automatically—no code to enter.

6. Pending Referral Created

After signup, the referral is marked as "pending." Points aren't awarded yet—this prevents gaming the system with signup-only referrals.

7. Friend Makes First Purchase

The real magic happens when the new member makes their first purchase. This could be:

  • Earning points at a physical location
  • Shopping on a connected online store (Shopify integration; alpha feature)
  • Any transaction that awards loyalty points

8. Both Earn Points

The moment the first purchase is processed:

  • The referrer receives their bonus points
  • The new member receives their welcome bonus
  • Both get email notifications (if enabled)
  • The referral status updates to "completed"

Key Benefits

For Business Owners

  • Zero advertising cost — Paid by existing loyalty points, not cash
  • Pre-qualified leads — Friends of fans are likely to become fans themselves
  • Measurable ROI — Track exactly how many customers come from referrals
  • Self-promoting — Happy members naturally want to share

For Existing Members

  • Easy bonus points — Earn rewards for something you'd do anyway (recommending good businesses)
  • VIP treatment — Being able to share exclusive perks makes members feel special
  • Continuous opportunity — No limit to how many friends you can refer

For New Members

  • Warm welcome — Starting with bonus points creates immediate value
  • Trust factor — A friend's recommendation carries more weight than advertising
  • Instant savings — Welcome bonus can be redeemed on a future visit

Understanding Referral Status

Referrals progress through distinct stages:

Status Meaning Points Awarded?
Pending Friend signed up but hasn't purchased yet No
Completed Friend made their first purchase Yes
Expired Program was disabled before completion No

Transaction Types

Referral rewards appear in transaction history with special labels:

  • Referral Bonus — Points earned by the referrer
  • Welcome Bonus — Points received by the new member

Both transactions are created at the same moment when the referral completes.

User Roles

Different users interact with referrals differently:

What Partners Can Do

  • Enable or disable referral programs
  • Set point values for referrer and referee
  • Choose which loyalty cards receive reward points
  • View referral activity in transaction history

What Members Can Do

  • Access their unique referral code and link
  • Share via multiple channels (copy, WhatsApp, email, native share)
  • Track stats: invitations sent, completions, points earned
  • View recent referral activity with status

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