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# Setting Up Referral Program - Part 2 (Advance Settings)

# **Advanced Referral Program Settings**

${frame}[](https://www.youtube.com/embed/36sFTrAXrfo)


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**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image1_110egbc.jpg)

## **Step 2 - Edit Referral Settings**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image2_sgh6ga.jpg)

## **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.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image3_j9ed52.jpg)

## **Step 4 - Enable Contact Collection**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image4_41o14x.jpg)

## **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.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image5_br3xoq.jpg)

## **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

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image6_1auhva6.jpg)

## **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.”*

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image7_gyv9cr.jpg)

## **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.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image8_15nh5yy.jpg)

## **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.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image9_1xzxe2b.jpg)

## **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.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image10_n5mmxp.jpg)

## **Step 11 - Optional – Leave Blank for Simplicity**

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image11_1uzs4w3.jpg)

## **Step 12 - Save Your Advanced Settings**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image12_13mm4m8.jpg)

## **Step 13 - Wait and Verify**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image13_1lt1kn3.jpg)

## **Step 14 - Preview on Storefront**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image14_1sxgmze.jpg)

## **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.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image15_14jw670.jpg)

## **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! 💚