How does a referral program work?
This article explains the workflow of Referral Program and how customers can benefit from it. There are two types of flows. Read below to learn more about them.
Referral Link Sharing: An existing customer initiates the process by sharing their unique referral link with a friend or a relative, here we will refer to this customer as the referee and the customer initiating the process as referrer
Recipient Registration: Referee follows the shared link and registers by entering their name and email/mobile. In return, they receive an exclusive coupon code as an incentive.
Coupon Code Utilization: The referee then proceeds to place an order, and uses the provided coupon code during the checkout process for a discount.
Order Completion: Following the successful completion or delivery of the order (depending on your configuration set by you), the referral will be processed in a few hours.
Reward Issuance to Referrer: After the referral is processed, post order completion, the referrer, receives their reward as a token of appreciation for their successful referral.
This structured process ensures a seamless and mutually beneficial experience for both referrers and new customers participating in our referral program.
Customers can refer their friends/family from two different ways,
A customer can copy the link and share it with their friend/relative whom they want to refer, if the referred user clicks the link, the below page will open up. Depending on the Referral Flow Type chosen, the user will have to enter the email or mobile number along with the first name while claiming the coupon code.
Here, the referred user can write their first name and email address and click on the button to receive a similar mail like shown below in the image. They can use the code provided in the mail, to get a discount.
If the Referral Flow Type is selected as Email and the referral page is setup already, user can directly share the friend's first name and friend's email address and click on Send Reward To Your Friend button to send a referral.
The user will receive a similar mail like shown below in the image. They can use the code provided in the mail, to get a discount.
If the Referral Flow Type is selected as Mobile and the referral page is setup already, user can directly share the friend's first name and friend's mobile number and click on Send Reward To Your Friend button to send a referral.
The user will receive a message with the code so that they can get a discount.
OR
You can also copy the link which is shown at the bottom like here and share it with your friend.
if the referred user clicks the link, the below page will open up where he can sign up and receive the benefits. Depending on the Referral Flow Type chosen, the user will have to enter the email or mobile number along with the first name while claiming the coupon code.
Here, the referred user can write their first name and mobile number and click on the button to receive their unique discount code.
To setup either the email/mobile based flow, refer to these articles:
Adding the rewards for the customer and their friend: https://help.nector.io/en/article/setup-the-referral-program-1wzh9or/
Setting up the notifications that is to be sent to the customer and their friend: https://help.nector.io/en/article/referral-communications-1tdgtn7/
Referral Coupon Code Sharing: An existing customer initiates the process by sharing their unique coupon code with a friend or a relative, here we will refer to this friend as the referee and the customer initiating the process as referrer
Recipient Account Creation: Referee creates a new account on the website for which the referrer has shared the coupon code.
Coupon Code Utilization: The referee then proceeds to place an order, and uses the provided coupon code during the checkout process for a discount.
Order Completion: Following the successful completion or delivery of the order (depending on your configuration set by you), the referral will be processed in a few hours.
Reward Issuance to Referrer: After the referral is processed, post order completion, the referrer, receives their reward as a token of appreciation for their successful referral.
This structured process ensures a seamless and mutually beneficial experience for both referrers and new customers participating in our referral program.
A customer can copy the code and share it with their friend/relative whom they want to refer, if the referred user goes to the website and then proceeds to order an item from the store they can use to coupon code for getting an additional discount.
If the referral page is setup already, user can directly share the code from this referral page and send it to their friends/relatives.
The referred user now needs to go to the website and then select an item for ordering, in the checkout page he can use the coupon shared with him by his friend for additional discounts.
To setup the Referral Coupon Code based flow, refer to these articles:
Adding rewards for the customer and their friend: https://help.nector.io/en/article/setup-the-referral-program-1wzh9or/
Setting up notifications that is to be sent to the customer and their friend: https://help.nector.io/en/article/referral-communications-1tdgtn7/
To set up on Shopify Store: https://help.nector.io/en/article/add-referrals-page-on-shopify
To set up on custom website: https://help.nector.io/en/article/add-referrals-page-on-custom-website
Email/Mobile Based Flow
Referral Link Sharing: An existing customer initiates the process by sharing their unique referral link with a friend or a relative, here we will refer to this customer as the referee and the customer initiating the process as referrer
Recipient Registration: Referee follows the shared link and registers by entering their name and email/mobile. In return, they receive an exclusive coupon code as an incentive.
Coupon Code Utilization: The referee then proceeds to place an order, and uses the provided coupon code during the checkout process for a discount.
Order Completion: Following the successful completion or delivery of the order (depending on your configuration set by you), the referral will be processed in a few hours.
Reward Issuance to Referrer: After the referral is processed, post order completion, the referrer, receives their reward as a token of appreciation for their successful referral.
This structured process ensures a seamless and mutually beneficial experience for both referrers and new customers participating in our referral program.
Customers can refer their friends/family from two different ways,
From the Widget
A customer can copy the link and share it with their friend/relative whom they want to refer, if the referred user clicks the link, the below page will open up. Depending on the Referral Flow Type chosen, the user will have to enter the email or mobile number along with the first name while claiming the coupon code.
Here, the referred user can write their first name and email address and click on the button to receive a similar mail like shown below in the image. They can use the code provided in the mail, to get a discount.
From the Referral Page
If the Referral Flow Type is selected as Email and the referral page is setup already, user can directly share the friend's first name and friend's email address and click on Send Reward To Your Friend button to send a referral.
The user will receive a similar mail like shown below in the image. They can use the code provided in the mail, to get a discount.
If the Referral Flow Type is selected as Mobile and the referral page is setup already, user can directly share the friend's first name and friend's mobile number and click on Send Reward To Your Friend button to send a referral.
The user will receive a message with the code so that they can get a discount.
OR
You can also copy the link which is shown at the bottom like here and share it with your friend.
if the referred user clicks the link, the below page will open up where he can sign up and receive the benefits. Depending on the Referral Flow Type chosen, the user will have to enter the email or mobile number along with the first name while claiming the coupon code.
Here, the referred user can write their first name and mobile number and click on the button to receive their unique discount code.
To setup either the email/mobile based flow, refer to these articles:
Adding the rewards for the customer and their friend: https://help.nector.io/en/article/setup-the-referral-program-1wzh9or/
Setting up the notifications that is to be sent to the customer and their friend: https://help.nector.io/en/article/referral-communications-1tdgtn7/
Referral Coupon Code Based Flow
Referral Coupon Code Sharing: An existing customer initiates the process by sharing their unique coupon code with a friend or a relative, here we will refer to this friend as the referee and the customer initiating the process as referrer
Recipient Account Creation: Referee creates a new account on the website for which the referrer has shared the coupon code.
Coupon Code Utilization: The referee then proceeds to place an order, and uses the provided coupon code during the checkout process for a discount.
Order Completion: Following the successful completion or delivery of the order (depending on your configuration set by you), the referral will be processed in a few hours.
Reward Issuance to Referrer: After the referral is processed, post order completion, the referrer, receives their reward as a token of appreciation for their successful referral.
This structured process ensures a seamless and mutually beneficial experience for both referrers and new customers participating in our referral program.
From the Widget
A customer can copy the code and share it with their friend/relative whom they want to refer, if the referred user goes to the website and then proceeds to order an item from the store they can use to coupon code for getting an additional discount.
From the Referral Page
If the referral page is setup already, user can directly share the code from this referral page and send it to their friends/relatives.
The referred user now needs to go to the website and then select an item for ordering, in the checkout page he can use the coupon shared with him by his friend for additional discounts.
To setup the Referral Coupon Code based flow, refer to these articles:
Adding rewards for the customer and their friend: https://help.nector.io/en/article/setup-the-referral-program-1wzh9or/
Setting up notifications that is to be sent to the customer and their friend: https://help.nector.io/en/article/referral-communications-1tdgtn7/
To set up on Shopify Store: https://help.nector.io/en/article/add-referrals-page-on-shopify
To set up on custom website: https://help.nector.io/en/article/add-referrals-page-on-custom-website
Updated on: 06/06/2024
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