Introduction to the member referral system and how it works.
The referral program turns your happiest customers into brand ambassadors. Members share unique links with friends, and when those friends sign up and make their first purchase, both parties earn bonus points.
Word-of-mouth has always been the most powerful form of marketing. The referral program makes it easy for members to recommend your business to friends—and rewards them for doing so.
Everyone wins:
Party | What They Get |
|---|---|
The Referrer | Bonus points when their friend makes a purchase |
The New Member | Welcome bonus points on their first transaction |
Your Business | New customers acquired at zero advertising cost |
The referral flow is simple and automatic:
1. Partner enables referrals → 2. Member gets unique link →
3. Member shares with friend → 4. Friend clicks link →
5. Friend sees landing page → 6. Friend signs up →
7. Friend makes first purchase → 8. Both earn points 🎉
1. Partner Creates Referral Campaign
Business owners create referral campaigns from the partner dashboard. They set:
Points for the referrer (existing member)
Welcome bonus for the referee (new member)
Which loyalty card receives the points
2. Member Gets Unique Link
Once active, members can find their referral link in the Referrals section of their dashboard. Each member gets a unique 6-character code (like AB12CD) that's embedded in their shareable link.
3. Member Shares with Friends
Sharing is easy with built-in options:
Copy link to clipboard
Send via WhatsApp
Share by email
Use the native share sheet on mobile
4. Friend Clicks the Link
When someone clicks a referral link, they land on a branded page showing:
Who invited them
The welcome bonus they'll receive
How to join
5. Friend Signs Up
Clicking "Join Now" takes them through the standard registration flow. Their referral is tracked automatically—no code to enter.
6. Pending Referral Created
After signup, the referral is marked as "pending." Points aren't awarded yet—this prevents gaming the system with signup-only referrals.
7. Friend Makes First Purchase
The real magic happens when the new member makes their first purchase. This could be:
Earning points at a physical location
Shopping on a connected online store (Shopify integration; alpha feature)
Any transaction that awards loyalty points
8. Both Earn Points
The moment the first purchase is processed:
The referrer receives their bonus points
The new member receives their welcome bonus
Both get email notifications (if enabled)
The referral status updates to "completed"
Zero advertising cost — Paid by existing loyalty points, not cash
Pre-qualified leads — Friends of fans are likely to become fans themselves
Measurable ROI — Track exactly how many customers come from referrals
Self-promoting — Happy members naturally want to share
Easy bonus points — Earn rewards for something you'd do anyway (recommending good businesses)
VIP treatment — Being able to share exclusive perks makes members feel special
Continuous opportunity — No limit to how many friends you can refer
Warm welcome — Starting with bonus points creates immediate value
Trust factor — A friend's recommendation carries more weight than advertising
Instant savings — Welcome bonus can be redeemed on a future visit
Referrals progress through distinct stages:
Status | Meaning | Points Awarded? |
|---|---|---|
Pending | Friend signed up but hasn't purchased yet | No |
Completed | Friend made their first purchase | Yes |
Expired | Program was disabled before completion | No |
Referral rewards appear in transaction history with special labels:
Referral Bonus — Points earned by the referrer
Welcome Bonus — Points received by the new member
Both transactions are created at the same moment when the referral completes.
Different users interact with referrals differently:
Enable or disable referral programs
Set point values for referrer and referee
Choose which loyalty cards receive reward points
View referral activity in transaction history
Access their unique referral code and link
Share via multiple channels (copy, WhatsApp, email, native share)
Track stats: invitations sent, completions, points earned
View recent referral activity with status
Setting Up Referrals (Partners) — Configure your referral program
Sharing & Earning (Members) — How to refer friends
The Landing Experience — What new members see
Earning Points — How loyalty points work