> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.nector.io/sitemap.xml
> Use this file to discover available pages before exploring further.
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# Setting Up Referral Program - Part 1

# **Setting Up a Referral Program**

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Welcome to the **Referral Program Setup Guide**! 🎉
Referral programs are a powerful way to turn your happy customers into brand advocates. With Nector, you can reward both referrers and their friends — boosting engagement, word-of-mouth marketing, and overall loyalty.
This guide walks you through configuring earning rules, setting reward types, and customizing how the program appears on your storefront.
Let’s build your referral program together! 💫

### **Step 1 - Access Earning Rules**

The Earning Rules section defines how customers earn rewards for referring others.
**How to do it:**
• From your **Nector Dashboard**, go to the **Programs** section.
• Access **Earning Rules** to see how the referral program is structured and displayed on your site.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image1_3txtp8.jpg)

### **Step 2 - Locate the Referral Rule**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image2_1igfc12.jpg)

### **Step 3 - Review Preconfigured Rules**

During onboarding, two **preconfigured referral rules** are automatically set up.
You can review, modify, or delete these if you’d like to make adjustments.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image3_1p8td59.jpg)

### **Step 4 - Configure Referrer Rewards**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image4_115buwl.jpg)

### **Step 5 - Choose the Referrer Reward Type**

You can reward the referring customer with:
• 🪙 **Points** (recommended — e.g., 100 points)
• 💸 **Flat discount**
• 📉 **Percentage discount**
Provide a clear **title** and **description** for customers, such as:
“Earn 100 coins when your friend makes their first purchase!”
The referring customer can be rewarded with points, a flat discount, or a percentage discount. It is recommended to use points, such as 100 points in this scenario. You can also provide a description and title that will be visible to the customer.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image5_1pdxins.jpg)

### **Step 6 - Skip Notification Settings for Now**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image6_1wkkx7d.jpg)

### **Step 7 - Define Referral Frequency and Limits**

Setting limits ensures fair use and prevents exploitation.
**How to do it:**
Go to **Advanced Settings**, and specify:
• How many people a customer can refer
• How frequently referrals can occur

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image7_6tnewz.jpg)

### **Step 8 - Finalize Referrer Reward Configuration**

Once the rules are defined (e.g., *5 referrals per month*), your referrer reward setup is complete.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image8_1l0tg2q.jpg)

### **Step 9 - Set Up Rewards for the Referred Friend**

Now, configure what the **referred customer** receives when they join through a referral link.
They can receive a **flat discount** or a **percentage discount** (not points).
Click **Edit Discount Setting** to modify the referred customer’s reward.
Example setup: 15% flat discount on their first purchase.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image9_10527ql.jpg)

### **Step 10 - Customize the Referred Discount**

Adjust the following as needed:
• Discount percentage or amount
• Minimum cart value (if required)
• Product or category restrictions

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image10_171z7br.jpg)

### **Step 11 - Apply Product or Category Restrictions**

To control reward applicability, click to **restrict discounts** to specific **products or categories**.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image11_1gy6h4u.jpg)

### **Step 12 - Save Discount Settings**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image12_1uzgfqb.jpg)

### **Step 13 - Configure Advanced Settings**

In this section, you can:
• Allow or disallow stacking with other rewards (e.g., sign-up bonuses).
• Apply **segment restrictions** for targeted campaigns.
When you add a restriction, a **Segment ID** will be generated automatically.
💡 *Pro Tip:* Use segment restrictions for VIP customers or specific geographic regions.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image13_15arkyd.jpg)

### **Step 14 - Save and Return to Referral Overview**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image14_11h4l7z.jpg)

### **Step 15 - Preview the Referral Experience**

Let’s see how the referral program looks from the customer’s perspective.
Log in to a **dummy store** or preview environment.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image15_198i5un.jpg)

### **Step 16 - View the Referral Widget**

Scroll through the widget on your storefront to view:
• The **referral section**
• The **unique referral link** generated for each customer

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image16_h4rpsk.jpg)

### **Step 17 - Test the Customer Journey**

The customer can:
1. Copy the **referral link**.
2. Share it with friends via WhatsApp, email, or social media.
3. When their friend clicks the link, they’re redirected to a landing page where they can copy their discount code.
💡 *Tip:* Encourage referrers to share links directly through messaging apps for higher conversion.
Once the referred friend completes their first purchase, both customers receive their rewards — completing the referral loop!
The customer can copy this referral link and share it with friends via WhatsApp or other platforms. Upon clicking the link, the referred individual will be redirected to a page where they can copy the code and access their discounts. This concludes the referral setup process. Thank you.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image17_1f6stih.jpg)

## **Wrap-Up: Your Referral Program Is Live!**

Congratulations! 🎉
You’ve successfully set up your **Referral Program** in Nector.
Here’s what you’ve achieved:
✅ Configured referral earning rules and limits
✅ Set up rewards for both referrers and referred friends
✅ Previewed and confirmed front-end integration
Your customers can now easily share your brand, earn rewards, and help grow your community — one referral at a time! 💚