Articles on: Setting up Referral (End-to-end)

Setup the referral program

Acquiring new customers through referrals is often more cost-effective than other marketing methods as satisfied customers are essentially doing the marketing for you. Encouraging referrals is a great way to reinforce customer loyalty. When customers are satisfied and engaged enough to recommend a business, it indicates a strong connection with the brand, thus Nector has a dedicated referral program which you can use.

To enable the referral program,

Visit the Referral Program Page.

Go to Referrals Settings from the side-bar.

Enable the referral program by toggling the status button on that page. After enabling you will see the below view.




Referral Mode: For all the websites it is recommended to keep Link based only.

Execute referral when the order placed by the referred user has status: You can control when the referrer should get the reward using this field. The suggested value is Order Completed. Refer to the below screenshot to see the list of available statuses.




The "Order Delivered" status is only valid for select stores where the delivery status is being marked on shopify or woo-commerce and is getting pulled on nector too

Setting up the referral rewards



The programme has provisions for rewarding both the customer who referred and the user who signed up with the referral link.

To set up the rewards for the referrer and referee, click on the Reward & Notification Settings tab in the side-bar


Setup referrer reward


To add a referrer reward, click on the Add button.




You can choose from a list of rewards available:

Coins
Amount Discount
Free Shipping
Percentage Discount

For example, to give coins as a reward, click on Coin Reward then you can enter the number of coins you want to reward.




Click on Create button to create the reward


Setup referee reward


To add a referrer reward, click on the Add button.




You can choose from a list of rewards available:

Amount Discount
Free Shipping
Percentage Discount

For Referee: You must only specify coupon based rewards. Defining coin based rewards will break the referral flow, it is intended only for apps using nector and not ecommerce websites

If you click on Percentage Discount, then you can enter the percentage of discount you would like to reward. You can also enter a minimum cart amount to restrict the use of coupons, only on orders above the set cart amount.




Click on Create button to finalise the reward

Updated on: 01/04/2024

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