> For the complete documentation index, see [llms.txt](https://docs.wployalty.net/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.wployalty.net/campaign-types/referral-campaign.md).

# Referral Campaign

Any incentive offered to customers who actively promote and refer others to a brand is known as a “referral reward”.

### **The Effects of Referral Rewards**

1\. Customers are more likely to purchase when a friend recommends it to them.

2\. Customer referrals increase trust.

3\. Customer referrals are a great way to get more customers at a low cost.

{% hint style="info" %}
Please note that before proceeding, you must have installed and activated the WPLoyalty PRO plugin. It is important to note that the below discussed "Referral Campaign" requires the PRO version.

[Get WPLoyalty PRO](https://wployalty.net/pricing/)
{% endhint %}

### **Creating a Campaign**

It is about rewarding your customers for purchasing a product by referring their friends to your store.

The following points will show you how to create a **Referral Reward**

1\. Please go to your WordPress dashboard.

2\. Go to **WPLoyalty-**> click campaign-> click **create new campaign**

<figure><img src="/files/7h6mTNn2QGpu5Eki8THz" alt="Campaign Dashboard"><figcaption></figcaption></figure>

3\. You can see different types of campaigns to reward customers.

4\. Choose **Referral Reward.**

<figure><img src="/files/35uNLKCByRZ5sBDP39Qf" alt="Campaign types"><figcaption></figcaption></figure>

In the next screen, please fill in the campaign options

<figure><img src="/files/NTclATzJiCkmNOLeSkD3" alt="Referral campaign"><figcaption></figcaption></figure>

**Campaign Options**&#x20;

**Title -** Title for the campaign. For example: Refer your friends and earn 100 Points

**Description** - A description of your referral campaign. For example: Get 100 Points by referring your friend and your friend will 150 Points

**Existing Customer:**

**Choose the type of reward :**

It is about providing a reward to your **Existing** customer for referring a new person to your store. The rewards can be provided either in **Points** or through a **Coupon** reward.

**Point Reward Type**

**Fixed points:**

If you are choosing fixed points, you have to set the points to be earned by the campaign.

For example, **100** points will be selected to reward a Existing customer.

<figure><img src="/files/6QGfWE7dVdzEgqFewA3M" alt="Existing customer"><figcaption></figcaption></figure>

**Percentage based on subtotal:**

If you are choosing a percentage based on subtotal, you set the points to calculate the percentage.

Example: 10%. So, if new customer spends $100, then Existing customer will be awarded 10 percentage of $100, which is 10 points.&#x20;

**Coupon reward:**

If you are choosing a coupon reward for your Existing customer, you have to create a reward in the reward section.

For example, you can create a fixed discount.

**New customer:**

It is about the person who is buying a product for the first time in your store being considered a new customer.&#x20;

It is about providing a reward to your **New** customer for their first order. The reward can be either in points or through a coupon reward.

**Choose the type of reward:**

You can choose the reward either in points or in the coupon reward.

**Point Reward Type**

**Fixed points:**

If you are choosing fixed points, you have to set the points to be earned by the campaign.

For example, 150 points will be selected to reward a customer.

<figure><img src="/files/agqh2QjvnL5tJ9XLtKle" alt="New customer"><figcaption></figcaption></figure>

**Percentage based on subtotal:**

If you are choosing a percentage based on subtotal, you set the points to calculate the percentage.

Example: 10%. So, if new customer spends $100, then he (new customer) will be awarded 10 percentage of $100, which is 10 points.&#x20;

**Coupon reward:**

If you are choosing a coupon reward for New customer, you have to create a reward in the reward section.

For example, you can create a fixed discount.

**Start Date (optional)** - The campaign start date. This is an optional field.&#x20;

**End Date (optional)** - If you want the campaign to end at a particular date, you can use this. This is also an optional field.

**Campaign visibility on “Ways to earn” section -** Using this setting you can show/ hide this Reward info from customers on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page) from Ways to earn section.&#x20;

**Ordering -** Using this option you can arrange the rewards in specific order to be displayed on [Customers Reward page](https://docs.wployalty.net/quick-start-guides/creating-a-customer-reward-page).

Click **add conditions** -> select the necessary condition (optional)&#x20;

<figure><img src="/files/dFHZyrt1Tcm31X2pLkc6" alt="Condition"><figcaption></figcaption></figure>

By using conditional rules, you can create a dynamic discount on pricing rule for your store. You can create a different condition based on cart, product, language and so on.

For every new campaign, you create a customer reward. You have conditional rules for it. It is optional but, if you need to create a reward for a particular category you can use the condition.

[Click here to know more about additional Conditions/ Rules, click here. ](https://docs.wployalty.net/campaigns/campaign-rules)

By clicking **save** a new campaign will be created.

<figure><img src="/files/b5YJaWAHrwv6hl050HCZ" alt="referral campaign"><figcaption></figcaption></figure>

### Display Reward Points to Customer

Now, it is time to let our customers know about the rewards.

Example:

**Existing Customer:**

**Screenshot of Existing Customer's My Account page:**  Before the friend (new customer ) completing his purchase.&#x20;

Now, Existing customer can copy this URL and share it with their Friends (new customers).&#x20;

<figure><img src="/files/PzOzevyxuh3c3Menfvmx" alt="Points and Rewards page"><figcaption></figcaption></figure>

As you can see in the below screenshot, after the friend (new customer ) completed his purchase, 100 Points has been added to the Existing Customer -> My account -> Points & Rewards -> Available Points.&#x20;

<figure><img src="/files/Hq1KAdg2xq6zABfYaDYr" alt="Referral link"><figcaption></figcaption></figure>

**How to test as new customer:**&#x20;

Copy the **Referral link** and paste it on New incognito private window and place order as a new customer/ with new email address. Based on the referral link customer will purchase the product.

**Cart page of New customer:**&#x20;

<figure><img src="/files/fAq9NJQSSY5NB4qJiNUh" alt="Cart page"><figcaption></figcaption></figure>

**Checkout page of New Customer:**&#x20;

<figure><img src="/files/zQKif07lC0KiXBNXsLFx" alt="Checkout page"><figcaption></figcaption></figure>

**Thank you page of New Customer after placing first order using Referral URL:**&#x20;

<figure><img src="/files/ay8tDPREG39TgEEMN1TC" alt="Thank you page"><figcaption></figcaption></figure>

**My Account -> Points & Rewards page of New customer after completing first order using Referral URL:**&#x20;

As you can see in the below screenshot, after the friend (new customer ) completed his purchase, 150 Points has been added to the New Customer's account. &#x20;

<figure><img src="/files/2eexT0iz9zYx7k1fYZur" alt="Points and rewards page"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** Both the existing customer and the friend (new customer) will be given the referral reward "**after**" the friend makes a successful purchase. Then they can use the earned points/ coupon via referral on their next purchase (second order).&#x20;
{% endhint %}

The above discussed Campaign requires PRO.&#x20;

[Get WPLoyalty PRO. ](https://wployalty.net/pricing/)

**Video:**

{% embed url="<https://youtu.be/qYCfP6kZF_U>" %}

Still unclear ?\
Please submit a [support request](https://wployalty.net/support/). We are always happy to assist you :)

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