WPLoyalty Knowledgebase
Back to WPLoyaltySupportMy Account
  • WPLoyalty Knowledgebase
  • Installation & Updates
    • Installation
    • Updates
    • License Key Validation
  • Quick Start Guides
    • Creating a Loyalty Points program
    • Creating a Referral Program
    • Creating a Customer Reward Page
  • Campaigns
    • Creating a Campaign
    • Campaign Types
    • Campaign Rules
    • Creating a Reward
  • Campaign Types
    • Points for Purchase
    • Reward for spending
    • Review Reward
    • Referral Campaign
    • Social Share Campaigns
    • Birthday Reward
    • Sign Up Reward
    • Social Pages Follow Campaign
    • Achievement Campaign
      • Custom Action
  • Reward Types
    • Points Conversion
    • Fixed Discount
    • Percentage Discount
    • Free Product
    • Free Shipping
  • Add-ons
    • WPLoyalty - Launcher
    • WPLoyalty - Points Expiry
    • WPLoyalty - Multi Currency
    • WPLoyalty - Discount Rule Integration
    • WPLoyalty - Judge.Me
    • WPLoyalty- Migration
      • Migration from WPSwings Points and Rewards
      • Migration from WooCommerce Loyalty Points & Rewards
      • Migration from WooCommerce Points and Rewards
    • WPLoyalty - Guest Referral
  • WPLoyalty - Brand Condition
    • WooCommerce Brands
    • Perfect Brands for WooCommerce
    • Page
  • WPLoyalty - Level Action
  • Customers, Levels & VIP
    • Creating Levels / Badges
    • Creating Tiered Levels / VIP Customer Rewards
    • Importing Customers and points
  • Translating WPLoyalty
    • Using LocoTranslate
    • Translating Dynamic Strings with LocoTranslate
    • Using WPML
    • Translate dynamic strings via WPML
    • Using TranslatePress
  • Guides
    • How does WPLoyalty work on websites with multiple languages ?
    • How to create user role specific campaigns in WPLoyalty ?
    • Purchase History conditions with examples
  • Settings
    • Display Settings
    • Customizing Emails for Points & Rewards Earned / Expiry
  • Developers
    • REST API with WPLoyalty PRO Plugin
Powered by GitBook
On this page
  • Ways to Reward Customer
  • Types of Rewards
  • Creating a Campaign
  • Creating a Reward
  • Display Reward Points to Customers

Was this helpful?

  1. Quick Start Guides

Creating a Referral Program

Learn how to create Referral Program in your site and how does it work in detail.

PreviousCreating a Loyalty Points programNextCreating a Customer Reward Page

Last updated 1 month ago

Was this helpful?

Introduction

Customer referrals are an excellent way for a business to grow its customer base and acquire new high-value clients

A referral program is a marketing tactic that encourages your existing customers to share your brand / product with their friends, colleagues, and family members.

This article will help you to create and launch a referral program for your e-commerce store.

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 Program requires the PRO version.

Ways to Reward Customer

There are different ways to reward a customer. The following are the most common way to reward a customer.

Offer a reward your users want. This might be a discount on their next purchase, a gift card, or access to a special good or service.

Double the reward. Customer referral programs are even more effective when you make an offer both to the referrer and referee.

Types of Rewards

Let customers earn different types of rewards.

  • Points - customers earn certain points for each action. Example: purchase, sign up.

  • Coupons - An instant reward. You can issue direct coupons as rewards like one-time bonuses, achieving spending goals, etc. Example: $10 reward if you spend over $500 in an order. It can be a percentage or a fixed coupon

  • - Customers can redeem their points to get a free product or you can also offer this as an instant reward for achieving certain goals

  • - Customers can redeem their points for a free shipping coupons or you can also offer this as an instant reward for achieving certain goals

In this article, we are going to see how to create and reward customers for referring their friends to your e-commerce store.

Creating a Campaign

The following steps will walk you through creating a Referral Campaign in WPLoyalty.

  • Go to your WordPress dashboard -> WPLoyalty -> Campaigns

  • Click "Create New Campaign" button

  • You will see a list of campaign types to choose from

For this tutorial, we are going to choose the "Referral".

Campaign options

Campaign options:

Title - Title for the campaign

Description - A description of your referral campaign.

Existing Customer

Choose the type of reward :

It is about providing a reward your existing customer for referring a new person to your store. The rewards can provide 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.

  • Percentage based on subtotal: If you are choosing a percentage based on subtotal, enter the percentage of points to be earned based on the subtotal.

Coupon reward:

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

For example: you can create a Point Conversion Reward.

New customer:

A person who is new (i.e, buying your product for the first time) to your store is considered to be a new customer.

This is about providing a reward to your new customer for making 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.

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

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 Point Conversion Reward.

Start Date (optional) - The campaign start date. Optional field.

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

Save and proceed to create a reward.

Creating a Reward

Now that, we have created a campaign for the customer to earn points. We now have to create a reward. So that the customer can spend the points they earned i.e., redeem their points for a reward.

  • Go to your WordPress dashboard -> WPLoyalty -> Rewards

  • Create a Reward

  • Choose the Reward type as "Points Conversion".

Reward Configuration Options

Title: Give a title for the reward

Description: Add a description of the reward. Example: Redeem 500 points for $5 dollars. This description will be used in the Customers Reward page

Conversion rate for redeeming points & For each $ discount : Enter the number of points and the value they get in your store. Example: 500 points for $5 dollars.

Display Name: Enter a display name when the reward is applied as a discount in the cart / checkout

Coupon Expiry: Set a validity for the reward. Example: 30 days. This means, when a customer redeems his points for a reward, the reward (which is issued in the form of a coupon) will expire in 30 days.

Reward visibility on “Reward Opportunities” section: This option allows us to show or hide the reward in the Reward Opportunities section on the Reward page.

Ordering: This option allows us to order the rewards in the specific order to be displayed on the reward page.

Save and activate.

Once customers earned their points, we should allow them to redeem their points. When they redeem, the points to amount conversion configured above will apply.

Example: Let's say John has 1000 points. He decides to redeem 500 points. According to the conversion value set, he can redeem 500 points for a $5 reward. This reward will be created as a coupon.

Display Reward Points to Customers

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

Example:

Existing Customer:

Cart Page of Existing customer after earning 100 points via Referral Campaign:

By clicking " click here " your customer can redeem this reward from the below popup.

Now points will be used to redeem this reward.

Cart page after redeeming 500 Points for $5:

Checkout page:

Reward page of existing customer after redeeming 500 points via Point Conversion Reward:

New Customer:

Once the existing customer share the Referral URL to new customers via Social Share, new customers can copy the link and place an order using the Referral Link.

Cart page of New Customer while placing first order using Referral URL:

Checkout page of New Customer while placing first order using Referral URL:

Reward page of New Customer after completing first order using Referral URL:

Note: If you are testing as a new customer using referral URL, then paste the referral URL in incognito tab, place order using new email address and you can test it.

The above discussed scenario requires PRO.

Video:

Still unclear ? Please submit a . We are always happy to assist you :)

Get WPLoyalty PRO
Free Product
Free shipping
Click here to purchase WPLoyalty PRO.
support request
Campaign dashboard
Referral campaign
Referral - Existing customer
Rewards dahsboard
Point Conversion Reward
Redeem message in cart page
Rewards in Points and Rewards page
Coupon applied in cart page
Coupon applied in checkout page
Points and Rewards page
Cart page
Checkout page
My Account - Points and Rewards page
Referral - New customer
campaign setting