Advanced Referral Program Settings

Welcome to the Advanced Referral Program Settings guide! 🌟

This setup allows you to collect contact information (either an email address or a phone number) from the referred friend — adding validation, personalization, and control to your referral program.

Unlike the basic setup, where referrals were frictionless, this version gives you more verification and customization options — ensuring higher-quality leads and more reliable tracking.

Let’s walk through the process! 💫

Step 1 -Overview of Advanced Referral Settings

Step 2 - Edit Referral Settings

Step 3 - Review Current Status and Rules

Here, you’ll see your existing referral configuration and earning rules.

We’ll now adjust these to collect information from referred friends.

💡 Tip: Before changing settings, note down your current configuration for future reference.

Step 4 - Enable Contact Collection

Step 5 - Select “Email Address” Option

For this example, select Email Address as the required field.

You can choose Phone Number instead if that suits your brand or region better.

💡 Tip: Requiring an email helps you personalize communication and send automated onboarding messages.

Step 6 - Choose When to Reward the Referrer

Define when the referring customer receives their reward based on the friend’s order status.

Available options include:

• 🛒 Order Paid

• ✅ Order Completed

• 📦 Order Delivered

Step 7 - Add Conditional Reward Triggers

You can add conditions to trigger rewards only under specific scenarios.

Click the Add Tag Condition box to define when a reward should apply — for example, only when the order is marked “Delivered.”

Step 8 - Input Tag Conditions

Enter your desired tag name (e.g., Delivered or Completed) in the provided field.

This tag ensures only qualified orders trigger the reward.

Step 9 - Define Conditional Logic

Choose whether the system should:

• Trigger rewards when any one condition is met, or

• Require all conditions (status + tag) to be fulfilled.

Step 10 - Understand Combined Conditions

If both are selected, the customer will only receive the reward when:

• The order meets the status criteria (e.g., Delivered), and

• The specific tag condition is satisfied.

Step 11 - Optional – Leave Blank for Simplicity

Step 12 - Save Your Advanced Settings

Step 13 - Wait and Verify

Step 14 - Preview on Storefront

Step 15 - Experience the New Referral Flow

When a friend opens the shared referral link, they’ll be redirected to a landing page where they’ll:

1. Enter their name and email address (or phone number).
2. Claim their discount coupon instantly.

Wrap-Up: You’ve Enhanced Your Referral Program!

Congratulations! 🎉

You’ve successfully configured Advanced Referral Settings in Nector.

Here’s what you’ve achieved:

✅ Collected friend contact details (email or phone) for better tracking

✅ Added order-based reward conditions for accuracy

✅ Ensured a balance between verification and user experience

With these advanced settings, your referral program is now smarter, more secure, and perfectly tuned for real customer engagement! 💚

Updated on: 16/12/2025