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Referral program

Reward customers who invite friends to join, and track referrals.

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Written by Alvin Koh

1. Program settings

The Referral program lets existing customers invite friends to become new members. When a referral succeeds, both the referrer and the new member get a reward – growing your customer base naturally.

Referral program
  1. In the Admin dashboard, go to Loyalty → Referral → Program. The top shows total referrals, total rewarded, conversion rate and reward cost.

  2. Under Program settings, turn on Enable.

  3. Choose a Reward type.

Reward type

  • Voucher: both the referrer and the new member get a voucher on a successful referral.

  • Points: both get loyalty points at the amounts you set.

Voucher rewards

Under Voucher template you can:

  • Select existing: use a Referral voucher created earlier.

  • Quick create: create a new voucher here – enter voucher name, discount, type (% or fixed amount) and maximum discount (for %), then click Create voucher.

This voucher is the reward for both the referrer and the new member.

Points rewards

  • Referrer reward: points the existing member gets for a successful referral.

  • Referee reward: points the new member gets after signing up via the referral link.

Points must be 0 or more.

Limits & schedule

  • Maximum referrals per member: how many times one member can be rewarded. Leave empty for no limit.

  • Start date / End date of the program.

Click Save.

Note: the program only runs when Enable is on, and changes take effect only after you click Save. Click How it works for a quick guide.

2. Referral vouchers

The Vouchers tab manages the vouchers used as referral rewards. You can:

  • See the vouchers used for referrals.

  • Click Create voucher to add one just for the program.

  • Check each voucher's discount type and value, status, and number used out of issued.

  • Click the Statistics icon for issuing and usage details.

  • Edit or delete vouchers.

These vouchers can be selected as the reward when the program uses Voucher rewards.

3. Referral list

Go to Loyalty → Referral → Referral list to track each referral:

  • Referrer: the member who shared the code or link.

  • Referee: the customer who signed up through the referral.

  • Status: whether the referral qualifies for a reward (e.g. Pending points, Rewarded).

  • Reward: the rewards both sides received.

  • Code entered: when the referral was recorded.

  • Rewarded at: when the rewards were issued.

Filter by search, status and date range.

Referral list

Note: rewards are issued after the referee earns points for the first time. Click Refresh to see the latest status.

4. Leaderboard

Go to Loyalty → Referral → Leaderboard to see which members bring in the most referrals, ranked by:

  • Referrals: total referrals made.

  • Converted: referrals that completed and met the program conditions.

  • Rate: converted ÷ total referrals.

Search by name, phone or referral code to check any member quickly.

Referrer leaderboard

5. What customers see

In the customer app:

Customer app

Invite friends: customers open Invite friends on the Me page to start referring.

Invite friends

Referral screen: customers see their referral code, share the link, and track invites and rewards received.

Referral screen

Customer app screenshots are from a sample store in Vietnamese.

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