Setting up a referral program

Written by Support
Updated 3 weeks ago

The referral program is designed to reward both existing customers and their friends for sharing and joining your store.

Existing customers (Referrers) get a reward when they successfully refer someone to your store. New customers (Friends) also receive a reward on their first purchase when they join through a referral link.

Step 1: Access Referral Program

  • From the sidebar menu, click Referral Program under the Rewards section.

  • You’ll be directed to the Referral Program setup page.

Step 2: Enable Referral Program

  • Toggle the Referral Program Status switch to Active.

  • This activates both Referrer Rewards and Friend Rewards.

Step 3: Configure Rewards (Referrer & Friend)

  • You can configure Referrer Rewards, Friend Rewards, or both.

  • Click the Edit option for the reward you want to set up.

  • The steps below apply to both Referrer and Friend Rewards.

Step 4: Name the Reward

  • Enter a clear name (e.g., Referrer Reward – ₹5 Discount or Friend Reward – 10% Off).

Step 5: Set the Reward Value

  • Enter the discount value (e.g., ₹5.00 or 10%).

Step 6: Choose Where It Applies

  • Select:

    • All products, or a specific collection/product (from the dropdown).

Step 7: Define Minimum Requirements
Choose one of the following:

  • None

  • Minimum purchase amount (enter value) or Minimum quantity of items (enter number)

Step 8: Configure Discount Code

  • Enable Add a prefix to discount codes.

  • Enter a prefix (e.g., REF). Helps identify referral coupons.

Step 9: Allow Combinations 

  • Choose if this reward can be combined with:
    • Order discount

    • Shipping discount

    • Product discount

Step 10: Set Coupon Expiration (Optional)

  • Choose None (no expiry), or

  • Expire after (X days) and enter the number of days.

Step 11: Save & Activate

  • Click Save Rule.

  • Double-check that Referral Program Status is set to Active at the top.

By completing these steps once, you can configure both Friend Rewards and Referrer Rewards; just repeat the same flow for each.

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