Referrals are proven to be a successful way to increase customer acquisition whilst keeping loyal customers engaged!

 In this article: 

  • Setting up the refer-a-friend rule
  • Refer-a-friend email
  • Common questions


Setting up the Refer-A-Friend Rule

To edit the Refer-a-friend rule, click on:
 "Manage" tab --> Activity Rules --> View rules --> Refer a friend --> Edit

The refer-a-friend rule contains two sections; the first section relates to the existing customer, the second section relates to the referred friend (new customers).

Existing customer offer:

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.

Success tip: If you're wondering how many points to give, we recommend giving your customer enough points so that he/she can claim a reward OR 15% of your minimum purchase value. For example, if that's £30, give 450 points (worth £4.50). Customers will only be able to use these points after they've been approved, we recommend a 14 day approval period (or to match your returns policy) just in case they want to return the item.

 Friend offer: 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 a money off, percentage off or free shipping* voucher which can be used on their referral purchase following their friend's link. 

*A free shipping incentive voucher is not compatible with ReCharge. If you're using ReCharge integration you must choose 'voucher' incentive instead.


Refer-a-friend email

This is the email sent from your existing customer to their friend. You can customise 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 customising emails here!



Can I set the minimum spend to $0.

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

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