💁Referral Engine

This article walks you through the new Referral Engine, which now supports multiple referral configurations running in parallel.

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What’s New?

You’re no longer limited to a single referral setup.

With the new Referral Engine, you can:

• Create multiple referral configurations

• Keep all configurations active at the same time

• Target different customer segments (e.g. VIP vs All Customers)

• Control priority when multiple configs apply to the same customer

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Getting Started

Existing Users (Upgrading from the Old Engine)

If you’re coming from the older version:

• You’ll see one disabled configuration

• A message will prompt you to upgrade

To upgrade:

1. Add an Internal Title

2. Set a Code Prefix

3. Enable the configuration

4. Click Save

That’s it—your referral engine is upgraded.

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New Users (Fresh Install)

If you’ve just installed the app:

• You’ll start with no configurations

• Click Add Config to create your first referral setup

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Creating a Referral Configuration

Each referral configuration has the following sections:

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1. Internal Title

A name used internally to identify the configuration. This does not affect customers.

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2. Code Prefix (Required)

This defines the prefix used in referral codes.

Examples:

• ALL-

• VIP-

⚠️ Important: Once saved, the code prefix cannot be changed for that configuration.

You can have a only one config that doesn't have any prefix.

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3. Customer Tags (Optional)

Use this to restrict a configuration to specific customers.

Example:

• Apply only to customers tagged VIP

• Leave empty to apply to all customers

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4. Referrer Reward (Who Shares the Code)

This is the reward earned by the customer who refers someone.

Options:

• Percentage of order

• Fixed amount

Notes:

• Percentage rewards follow your global cashback settings

• Reward issuance timing depends on your cashback rules (order created / paid / fulfilled)

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5. Referee Discount (Who Uses the Code)

This is the incentive for the referred customer placing an order.

Options:

• Percentage discount

• Fixed discount amount

This discount is applied when the referral code is used at checkout.

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6. Minimum Order Value

Set a minimum order total required to use the referral code.

If the order value doesn’t meet this amount:

• The discount cannot be applied

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7. Usage Limits

Control how referral codes can be used.

a. New Customers Only

• Checks if the customer has any previous orders

• If enabled, only brand-new customers can apply the code

⚠️ Use this setting carefully—it’s strict and irreversible per order.

b. Usage Per Referred Customer

• Defines how many times a referred customer can use the code

• Default is 1

Once used, the code can’t be reused by that customer.

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8. Referrer Reward Expiry

Set how long the referrer’s reward remains valid.

• Expiry starts from the date the reward is issued

• Issuance timing depends on order status rules (created / paid / fulfilled)

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9. Refunds & Order Changes (Advanced Plan)

If you’re on the Advanced ($39) plan:

• Referral rewards automatically adjust if:

  • Orders are refunded

  • Orders are cancelled

  • Order values change

This keeps rewards accurate and abuse-free.

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10. Combination Rules

Define which other discounts the referral code can stack with.

You control:

• Which discounts are allowed

• Which discounts are blocked

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How Multiple Configs Work Together

Priority & Conflicts

If a customer qualifies for multiple referral configurations:

• The system applies the topmost config

• You can reorder configs to control priority

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Example Scenario

You have two configs:

1. VIP Customers

2. All Customers

If a customer:

• Has the VIP tag → VIP config is applied

• Doesn’t have the tag → All Customers config is applied

• Has both → The higher-priority config wins

When customer tags change, the referral code updates automatically.

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Summary

With the new Referral Engine, you can:

• Run multiple referral programs simultaneously

• Target different customer segments

• Control priority and stacking behavior

• Automatically handle refunds and order edits (Advanced plan)

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Need Help?

If you have questions or need help setting up advanced referral programs:

• Reach out via in-app chat

• Or email us at [e-mail]

We’re happy to help 🚀