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Run multiple referral configs

This article's section starts at 0:00 in the video.

One referral program rarely fits everyone: you might want VIPs to earn 20% while everyone else earns 10%. DollarBack supports multiple referral configs, targeted by customer tags and resolved by a drag-and-drop priority order. This page shows how to add a second config and predict which one wins.

Prerequisites

  • A first referral config live. See Set up your referral program.

  • The customer tag you'll target (e.g. vip) already applied to the right customers in Shopify admin.

Step 1. Add the second config

  1. Go to DollarBack admin → Referral and click Add Config.

  2. Set an Internal Title ("VIP referrers") and a distinct Code Prefix (e.g. VIP). Prefixes can't be changed after saving, and a distinct prefix makes it obvious at a glance which program a code belongs to.

  3. In Customer Tags, select the tag(s) this config targets, e.g. vip.

  4. Set its own referrer reward, referee discount, and usage limits; each config carries a full set.

  5. Save. Code generation runs for the newly matched customers; the editor locks while it does (Referral codes & bulk sync).

Step 2. Set the priority order

Configs are evaluated top-to-bottom. As the banner on the page puts it: "Drag and drop configs to set priority. If a customer matches multiple configs (overlapping tags), the config at the top takes precedence."

Drag your VIP config above the general one. Rule of thumb: most specific on top, catch-all (no tags) at the bottom.

Which config wins

For any given referrer, DollarBack picks the first config from the top whose Customer Tags match that referrer's tags. A config with no tags matches everyone, which is why an untagged catch-all placed first would swallow every customer, including your VIPs.

Priority

Config

Tags

A vip customer gets

An untagged customer gets

1

VIP referrers

vip

✓ this one

(none)

2

Everyone

(none)

(none)

✓ this one

The winning config decides everything for that referral: the code the customer holds, the referrer reward, the referee discount and its conditions, and the reward expiry.

The Combination Rules section is the exception: those toggles are shared across all configs.

Verify it works

Sign in as a tagged (vip) customer. Their widget and account should show a code with the VIP prefix and the VIP reward messaging. An untagged customer should still see the general code. Place a test referee order against each code and confirm in Analytics → Referral that each row is attributed to the expected config.

Common issues

  • A VIP customer still shows the general code → the VIP config sits below the catch-all; drag it to the top, or the customer isn't actually tagged.

  • A customer matches no config → they hold no code and can't refer; make sure a no-tags catch-all config exists if everyone should participate.

  • Reward amounts look inconsistent across referrers → they're on different configs; check the attribution rows in Referral analytics.

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