1. Login to your LoyaltyLion account
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2. Click on the tab Manage

3. On the left find, Rules

4. Click Create new rule

5. Find Successful Referral

The refer-a-friend rule contains two sections:

The existing customer will earn points each time a successful referral takes place with their link. You can also set a minimum spend so that the existing customer will only receive the points if the referred friend spends over the minimum spend on their initial purchase.

Scroll down and fill the "Friend offer" section:

You can increase the chance of a referred person converting to a paying customer by providing them with a voucher to use with their first purchase. You have the option to give them one money off, percentage off or free shipping* voucher that they can then apply to the checkout page with their order.

Please note that the free shipping incentive voucher is not compatible with ReCharge. If you're using ReCharge integration, you must choose the 'voucher' incentive instead.

In order for your existing customers to receive the points for their referral, you need to make sure both of the offers balance out correctly. You should follow the equation below to ensure that you do not encounter any issues:

Minimum Spend = Voucher Minimum Spend - Voucher Discount

For example, if the Minimum Spend for the rule is set to £30, this means the referred customer will need to spend £30 for the existing customer to receive the points. If the Voucher Minimum Spend is also set to £30, then when the new customer applies the Voucher Discount, their order total will fall below £30 and the existing customer will not be awarded points. The Voucher Minimum Spend should always be higher than the Minimum Spend. See the screenshot below for a correct example on how this should be set up.

You can restrict referred customers to use the discount only with a specific collection of products. In order to do that, find the collection in Shopify and paste it in the correct place within the Refer-a-friend rule:

You can restrict referrals from taking place when the referring customer and referred customer have the same IP address.

An IP (Internet Protocol) address is a unique number that identifies a device based on its' network and location. Every request you make online includes your IP address, which means we can see when two requests have been made from the same IP address and can flag that referral as suspicious.

One IP address may cover more than one device. For example, an average household may have two laptops and three mobile phones. If they're all sharing the same WiFi, they will probably have the same IP address - as will an office full of colleagues sharing their internet. This means that if referrals are being made on the same WiFi network, they are likely to have the referral blocked.

When the customer follows the referral link, the setting is turned on, and we deem the referral to be suspicious, then the customer is shown a message ("Oh dear! It looks like this referral has been unsuccessful. Please contact us to resolve the issue.") explaining that the referral was unsuccessful.

Both the heading and the message are translatable from the Languages tab.

This is the email sent from your existing customer to their friend. You can customize this email by going to Manage > Activity Rules > View Rules > Refer a friend > Customise referral email.

If you want to be a pro at LoyaltyLion emails, you can read our documentation on customizing emails here!

No. The customer needs to place an order for the referral to be considered successful. 

At present, the only way to upload referral vouchers is to do it manually.

It is possible that your current coupon set-up for referral coupons is not allowing customers to claim the voucher. Please to go you Magento admin > Marketing > Cart price rules > select [LoyaltyLion] Referrals flat and scroll down to Uses per coupon and Uses per customer. Make sure that your settings look like this:
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If the problem still persists after you amend this, please reach out to our Support team support@loyaltylion.com so we can investigate this for you further.

We increased the number of uses to reduce:

- Polluting the store with too many unused codes.
- Referred people getting codes that don’t work.

- To decrease the number of uses in order to reduce abuse.

The codes don’t cycle until they’re used. For example, if I share my referral link in a group chat and three people all click it at roughly the same time, they’ll all get the same code. If the codes were single-use, two of those people would receive an error at the checkout.

​This is not something that’s currently adjustable.

When the referee makes a purchase the referrer's referral activity will be created with a pending state and linked to that event in the customer admin from the referrals tab and the referring customer's page.

The points will only be approved when the purchase points are approved as well, so if the referee returns the order and doesn't get the points the referrer will not get points either.
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Even if the referred friend comes back through a different link and browser session the referrer will get the points if "their" code was used.

If the referred customer has no products from the restricted collection they will see the message "[VOUCHER CODE] isn't valid for the items in your cart". See below:

If they have a mix of the products from a restricted collection and the ones outside it, the voucher discount will only be applied to the products from the restricted collection:
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Facebook creates the preview automatically from the URL given (your store’s URL and your store’s logo), therefore this cannot be customized within LoyaltyLion at this moment in time.

We do not have permissions to write to Facebook posts or Facebook messenger so the message will not transfer across.