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Setting up and Managing Your Referral Program

The Member System app supports referral rewards. When an existing member invites another user to register, subscribe, or complete a purchase, both the referrer and the invitee can receive rewards. This feature encourages members to proactively share your brand via social media, email, and other channels, helping you grow your member base, improve retention, and build a stronger loyalty program.

This article explains how to use Referral management in Member System to configure invitation rewards and increase member retention.

 

 

Enabling/Disabling Referral Management

The Referral management feature lets you set rewards for both referrers and invitees to encourage new account registrations, brand subscriptions, and purchases. You can enable or disable this feature at any time.

Note: After you configure referrer and invitee rewards, make sure Referral management is enabled; otherwise, the rules will not take effect.


Turning on Referral Management

  1. In the Member System app, go to Referrals > Status.

  2. Toggle the switch on to enable the feature.

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If the green indicator next to Referrals in the left menu is on, or the switch on the page is enabled, the feature is active. Once enabled, any designated activity completed through a referrer’s unique link or invite code will be recorded as a successful referral.

 

Turning off Referral Management

  1. In the Member System app, go to Referral Management > Status.

  2. Toggle the switch to Off to disable the feature.

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After disabling, all configured referrer rewards, invitee rewards, invitation methods, and invitation links become inactive and will no longer be shown to customers. However, referral discounts that are already issued and still within validity can still be used at checkout.

 

 

Configuring Referrer Rewards

After you enable Referral management, you can set up Referrer rewards to reward members who successfully invite others to join activities such as registration, subscription, or placing an order.

To prevent misuse, you can use the Reward limit setting to define the maximum number of invitees per referrer who can successfully earn rewards.

 

Reward Settings

To set up referrer rewards:

  1. Go to Referrals > Referrer rewards, then find the Reward settings card.

  2. Click + Add referrer reward and choose a reward type. Options include:

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    • Earn points
    • Percentage discount
    • Fixed amount
    • Free shipping
    • Free product
    • Store credits

  1. Select the reward condition. There are three condition types (example below shows Earn points):

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    • Register an account
    • Email subscription
    • Successful orders

      Note: If you select Successful orders as the reward condition, you can set a minimum order amount (based on the actual payment of a single order). This helps prevent customers from creating new accounts and placing small orders just to abuse the reward program.

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  2. Configure the reward details and icon, then click Create to save. The referral reward takes effect automatically.

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After you add any reward type, the Reward settings card will display configured rewards grouped by the three condition types (Account registration, Email subscription, Successful orders). You can set up to 3 rewards per condition, for a maximum of 9 rewards in total.

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Reward Limits

Reward limit is used to set the maximum number of invitees per referrer who can successfully earn rewards. For example, if the limit is set to 5, the referrer will receive rewards for the first 5 invitees who complete the specified actions. Once this limit is reached, any additional invitees completing the actions will not generate further rewards for the referrer. Note that the referral relationship still applies, and the invitees can still receive rewards according to the New Customer Rewards rules.

To set up the Reward limit, follow these steps:

  1. Go to Referrals > Referrer rewards, then find the Reward limits card and click Edit.

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  2. In the dialog box, select Set invite limit per referrer, enter the maximum number, and click Confirm.

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Adding New Customer Rewards

To encourage new customers to complete the required action and enjoy an offer, set up an New customer rewards:

  1. Go to Referrals > New customer rewards, then find the Reward settings card.

  2. Click + Add new customer reward and select a reward type. Options include:

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    • Percentage discount
    • Fixed amount
    • Free shipping
    • Free product

  3. Configure the reward details on the settings page, then click Create (example below shows Fixed amount).

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Note: Only one new customer reward can be active at a time. To change it, click Reselect new customer reward to remove the current setup and create a new one. Rewards already issued are not affected.

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Viewing and Using Rewards (Customer Experience)

After the referrer or invitee completes the required task, they can log in to the storefront and view/use their rewards on the Membership page:

  1. In the storefront, the customer clicks the avatar in the top-right corner and opens the Member tab.

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  2. In Overview, the customer clicks the Rewards card to view and use all available rewards.

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Conditions for Referrers to Receive Rewards

To ensure rewards are issued correctly, referrers will only receive rewards once the invitee has completed the required conditions. The two main conditions and related notes are as follows:

Account Registration

  • An invitee will be recognized as a valid referral and receive the reward if they enter the store with an invitation identifier (e.g., via an invitation link without clearing cookies) or use an invitation code during registration. Registrations through other methods will not qualify. Examples:
    • Entering an email when placing an order → reward granted.
    • Using an invitation link and submitting an email in the subscription popup or homepage footer → reward granted.
  • An existing customer record in your admin does not necessarily mean the customer has self-registered an account. Such customers may appear in the Membership management list, qualify for a membership tier, and accumulate points, but they must complete self-registration before they can use member benefits and points. If they complete registration using the referrer’s link or invite code, they can still be treated as invitees and receive the reward. Common scenarios where a customer exists but has not self-registered include:
    • The customer provides an email address at checkout and subscribes, but does not register an account.
    • The customer subscribes via a pop-up or the website footer but does not register an account.
    • Customer information is migrated or imported into the backend, but the customer has never registered an account.

Successful Orders

  • If the referral reward condition is set to Successful orders, the invitee must be a first-time purchaser.
  • The referrer will not receive a reward if either of the following is true:
  •  
    • An order for the invitee was migrated or manually imported into the admin during store migration.
    • The invitee has a record of a previous, unsuccessful order (e.g., a failed or canceled checkout attempt), which means the new order no longer counts as their first purchase.

 

 

Referral Link Settings

You can set a unique referral link for customers to share when inviting others.

Go to Referrals > Referral link > Edit to set up.
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By default, the URL link address is set to the homepage of your store. You can change the URL according to your needs and save the updated URL.

 

 

Referral Codes

You can generate referral codes for your customers here. These referral codes can be used as an alternative to the referral link. An referee can enter a referral code at registration, which will then be counted as a successful invitation after registration. 

Enable referral code in Referrals > Referral code > switch the toggle on. You can click the Preview display to preview how the referral code will be seen from the customers’ end. After enabling the referral code feature, if your customers do not have a referral code, the member system will send them an email that includes a referral code.
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Social Media Settings

Customers can share referral links via Facebook, Twitter, and email. You can customize the information customers share.

Go to Referrals > Social media > click the Edit button on the upper right.
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Member System supports 3 social media setups:
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  • Facebook: Facebook doesn't allow apps to set up custom messages. When customers recommend a link in this way, the system will prompt them to add a message.

  • X (Twitter): The default information for X (Twitter) and email can be entered in the pop-up.

  • Email: You can customize the title, content and the icon of the email, which will be shown in the member panel. 

 

 

Emails

The email push feature helps you automatically push emails to customers in specific scenarios.

You can quickly set whether email push is triggered for scenarios, such as invitations and recommendations, in the Emails section of the Referral management page.
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  • Select the checkbox in front of the email scenario to enable/disable email push.

  • If you want to edit any email, hover over the specific email and click Edit to go to the email editing page.

  • Click More to go to the email push page.