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Setting 设置 Pengaturan Tetapan Cài đặt

Member System - Referral Management

Table of Content

 


 

Turn on / off the Referral management

You can use and unuse the Referral management at any time. Please make sure you have turned on the Referral management when you set the reward for the inviters and invitees.

If the dot turns green on the right side of the Referrals, or the status of the Referral management is turned on, the current Referral management rules are enabled and the rewards for the inviters and invitees are in effect.

Entrance: [Referral management] > [Current status]

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You can turn off the Referral management by clicking the button off [Disabled]. After turning off the Referral management, the rewards for inviters and invitees and the referral links will be invalid.

This module will not be displayed in the customer panel. Though no more rewards will be issued to customers, the rewards that have been issued can be used normally.

 


 

Reward settings

You can set invitation rewards. After a customer successfully invites others, the inviter and the invitee can get corresponding rewards respectively.

Entrance: [Referral management] > [Reward settings] > [Rewards for inviting]&[Rewards for being invited]

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Steps:

Step 1: Add a reward for inviting.

You can set the corresponding rewards for the inviter. After the invitee completes the requirements of the rules, the inviter can earn the corresponding rewards.

There are 4 types of rewards for inviting: Earn points, Percentage discount, Fixed amount, Free shipping.

Note: Only one of the above 4 invitation rewards can be set. If you want to change the reward for inviting, you need to delete the current reward and reset it. Please pay attention that previously issued invitation rewards will not be affected.

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Example 1: Earn points

Once you have invited one new customer successfully, and the new customer successfully places an order/successfully subscribes/registers an account (you can choose one of the 3 conditions), the inviter will receive the corresponding points.

You can use the default icon or upload your own icon, which will be shown in the member panel.

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Example 2: Percentage discount

Once you have invited one new customer successfully, and the new customer successfully places an order/successfully subscribes/registers an account (you can choose one of the 3 conditions), the inviter will receive the corresponding discount.

  • Discount requirements: You can set the discount requirement according to your needs, including None, Minimum purchase amount, and Minimum quantity of items.
  • Stacked discounts: You can set whether allow this discount to stack with the other discount.
  • Icon:  You can use the default icon or upload your own icon, which will be shown in the member panel.

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Example 3: Fixed amount

Once you have invited one new customer successfully, and the new customer successfully places an order/successfully subscribes/registers an account (you can choose one of the 3 conditions), the inviter will receive the reward of fixed amount.

  • Discount requirements: You can set the discount requirement according to your needs, including None, Minimum purchase amount, and Minimum quantity of items.
  • Stacked discounts: You can set whether allow this discount to stack with the other discount.
  • Icon:  You can use the default icon or upload your own icon, which will be shown in the member panel.

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Example 4: Free Shipping

Once you have invited one new customer successfully, and the new customer successfully places an order/successfully subscribes/registers an account (you can choose one of the 3 conditions), the inviter can enjoy the reward of free shipping.

  • Discount requirements: You can set the discount requirement according to your needs, including None, Minimum purchase amount, and Minimum quantity of items.
  • Stacked discounts: You can set whether allow this discount to stack with the other discount.
  • Icon:  You can use the default icon or upload your own icon, which will be shown in the member panel.

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Step 2: Add Invited Rewards

You can set corresponding rewards for the invitees, and the invitees can enjoy the specific discount you set, which can be automatically enjoyed when shopping and placing an order.

There are 3 types of rewards for invitees: Percentage discount, Fixed amount, and Free shipping.

Note: Only one of the above 3 invitation rewards can be set. If you want to change the reward for the invitee, you need to delete the current reward and reset it. Please pay attention that previously issued invitation rewards will not be affected.

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Example 1: Percentage discount

The invitees enjoy the percentage discount automatically when placing an order. You can set the discount and discount requirements:

  • Discount requirements: You can set the discount requirement according to your needs, including None, Minimum purchase amount, and Minimum quantity of items.
  • Stacked discounts: You can set whether allow this discount to stack with the other discount.
  • Icon:  You can use the default icon or upload your own icon, which will be shown in the member panel.

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Example 2: Fixed amount

The invitees enjoy the fixed amount automatically when placing an order. You can set the discount and discount requirements:

  • Discount requirements: You can set the discount requirement according to your needs, including None, Minimum purchase amount, and Minimum quantity of items.
  • Stacked discounts: You can set whether allow this discount to stack with the other discount.
  • Icon:  You can use the default icon or upload your own icon, which will be shown in the member panel.

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Example 3: Free Shipping

The invitees enjoy free shipping automatically when placing an order.

  • Discount requirements: You can set the discount requirement according to your needs, including None, Minimum purchase amount, and Minimum quantity of items.
  • Stacked discounts: You can set whether allow this discount to stack with the other discount.
  • Icon:  You can use the default icon or upload your own icon, which will be shown in the member panel.

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Referral link settings

You can set the shared link of a customer’s invitation.

Entrance: [Referral management] > [Referral link] - [Edit]

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Steps: By default, the URL link address is set as the home page of the store. You can change the URL according to your needs and save it after modification.

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Social Media settings

Customers can share referral links via Facebook, Twitter, and email. You can set a custom message of customers to share right here.
 
Entrance: [Referral management] > [Social media] > [Edit]

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Steps:

  • You can tick Facebook, Twitter, and Email.
  • Facebook doesn't allow apps to set up custom messages. When customers recommend a link in this way, the system will warn them to add a message.
  • The default information for Twitter and email can be entered here.
  • You can also customize the icon of the email, which will be shown in the member panel.

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Email push

You can set up automatic push emails to customers in specific scenarios. You can quickly set whether the email push is triggered for scenarios, such as invitations and recommendations, in the recommendation management page.

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  • Turn on/off the email push: Tick the checkbox in front of the email scene to set the email on/off.
  • If you want to edit any email, please hover over the specific email and click [edit] to enter the email editing page. 
  • Click [View more] to get into the email push page.

 


 

Get in touch

SHOPLINE has a dedicated local support team for merchants looking for help with their issues and concerns. You can contact SHOPLINE support by reaching out to us through our live chat on your SHOPLINE adminwebsite, dropping us an email or WhatsApp our customer support with your queries.

 


 

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