💁Referral Engine
This article walks you through the new Referral Engine, which now supports multiple referral configurations running in parallel.
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
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:
Add an Internal Title
Set a Code Prefix
Enable the configuration
Click Save
That’s it—your referral engine is upgraded.
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
Creating a Referral Configuration
Each referral configuration has the following sections:
1. Internal Title
A name used internally to identify the configuration. This does not affect customers.
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.
3. Customer Tags (Optional)
Use this to restrict a configuration to specific customers.
Example:
Apply only to customers tagged
VIPLeave empty to apply to all customers
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)
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.
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
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.
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)
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.
10. Combination Rules
Define which other discounts the referral code can stack with.
You control:
Which discounts are allowed
Which discounts are blocked
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
Example Scenario
You have two configs:
VIP Customers
All Customers
If a customer:
Has the
VIPtag → VIP config is appliedDoesn’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.
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)
Need Help?
If you have questions or need help setting up advanced referral programs:
Reach out via in-app chat
Or email us at [email protected]
We’re happy to help 🚀
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