Setting Up the Referral Program

Configure your referral program from Settings → Referral Settings in the admin panel. The program is disabled by default — enable it when you're ready to launch.

Step 1: Enable the program

Toggle the Enable Referral Program switch to make the referral code feature visible to customers. When disabled, the Refer tab is hidden from customer accounts and referral codes are not accepted at checkout.

Step 2: Configure the friend's discount

Set what the referred friend (referee) receives on their first order:

• Discount type — Choose between Percentage (e.g. 15% off) or Fixed amount (e.g. $5 off).
• Discount value — The amount of the discount.
• Minimum order value — Optional minimum subtotal required to use a referral code (e.g. $20). Leave blank for no minimum.

Step 3: Configure the referrer's reward

Choose how existing customers are rewarded when their referral converts:

• Loyalty points — Award a set number of points to the referrer's rewards balance (e.g. 50 points). Points are credited automatically after the referred friend's payment is confirmed.
• Discount code — Auto-generate a unique, single-use discount code (e.g. REF-A3X9K2) worth a dollar amount (e.g. $10 off). The code is created in your discount codes library with a usage limit of 1.

Step 4: Set abuse limits

• Max referrals per month — Limit how many successful referrals a single customer can make per month (default: 10). This prevents gaming of the system.

Step 5: Save & launch

Click Save Settings. The referral program is now live. Customers will see the Refer tab in their account page and can begin sharing immediately.