Refer and earn turns happy customers into your sales team: each customer gets a code to share, and when a friend's first order is delivered, both earn store credit. Open Customers › Referrals: "Customers invite friends with a code. Both earn store credit after the friend's first order." Seeing it needs the customers right; cancelling a reward needs the right to manage refer and earn.
Turning It On
Refer and earn is off for a new store. Switch on Refer and Earn in Settings › Rewards and Credit. Rewards are paid as store credit, so Store Credit must be on too; if it is not, the screen says "Referral rewards are paid as store credit, and Store Credit is off. Turn it on in Settings so rewards can be paid."
How It Works (the Rules in Force)
The How It Works card shows the rules in force now, from your settings, with REFERRAL SETTINGS:
| Rule | Setting | Default |
|---|---|---|
| Customer Who Invites gets | Credit for the Shopper Who Refers | ₹100 store credit |
| Friend gets | Credit for the Friend (0 to give nothing) | ₹100 store credit |
| Friend's First-Order Discount | First-order Discount for the Friend, Discount As (percent or amount), Percentage Off, Amount Off, Smallest Order for the Discount | Off; 10% or ₹100; on orders of ₹499 or more |
| Credit and the discount together | Credit as Well as the Discount: off means a friend who used the discount gets no store credit (the referrer is paid either way) | Off |
| Smallest First Order | Smallest First Order That Counts: a first order below this, or refunded below it, earns nothing | ₹499 |
| Time to Order | Days a Friend Has to Place Their First Order; after this, the invitation lapses | 30 days |
| Paid | Days to Wait After Delivery, so a return can still cancel the reward; 0 pays on delivery | 7 days after delivery |
| Limit per Customer | Most Rewards One Shopper Can Earn in 30 Days and …in a Year | 10 in 30 days, 50 a year |
The Journey of One Referral
- Priya shares her code with Ananya.
- Ananya signs up or checks out with the code within 30 days. The invitation appears as Waiting.
- Ananya's first order (at least ₹499) is placed, then delivered.
- Seven days after delivery, with no return, both get ₹100 store credit. The invitation is Rewarded.
- If the order is cancelled, refunded below ₹499 or returned in time, nobody is paid and the invitation is Closed.
The Totals
| Number | Meaning |
|---|---|
| Invitations | Friends who signed up or checked out with a customer's code, with the last 30 days |
| First Orders | Invited friends who placed a first order, with their sales (cancelled and unpaid left out) |
| Rewarded | Referrals that paid store credit, as a share of invitations |
| Credit Paid | Store credit paid for referrals to both customers, less what was taken back |
Invitations
Tabs All, Waiting, Rewarded and Closed, with Search by name, phone or code. Each row shows the Referrer (with their code), the Friend, their First Order, the Credit (referrer + friend), the Status and the Date. Open referrer opens the customer's page.
Cancel reward stops a reward that looks wrong (for example a shopper referring themselves with a second number). If credit was already paid it is taken back and the row says "… taken back".
Top Referrers
"Customers who brought the most rewarded friends", each with "Invited … · First orders … · Rewarded …". A good list to thank personally.
What Shoppers See
Signed-in shoppers find their code and share link in their account, with what they and their friend get. A friend using the code sees the first-order discount at checkout (when you offer one), and both see the credit in their accounts once it is paid.
Questions
Why was a reward not paid?
Check the friend's first order: below the smallest first order, cancelled, refunded below it, returned within the waiting days, or the referrer over their monthly or yearly limit.
Can a shopper refer themselves?
The friend must be a new customer placing a first order. If you spot abuse, use Cancel reward.
Can I give a discount instead of credit to the friend?
Yes. Turn on First-order Discount for the Friend. While Credit as Well as the Discount is off (the default), a friend who uses the discount gets no store credit; turn it on to give both.