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Rewarding advocates with loyalty points

You can combine referrals and loyalty programs to increase customer engagement and gain new customers.

Let's imagine that we run an online marketplace and want to create a campaign to issue referral codes to any customer who buys goods with a total value equal to or greater than $100. Once their friend redeems the referral code, the advocate will receive a loyalty reward and the new customer will receive a discount on their purchase.

In a standard campaign, let's create:

  1. A promotion rule to create a referral code when the customer spends $100 or more in one session.
  2. A promotion rule to award 20 loyalty points to the advocate and issue a 20% discount to the referred customer when the referral code is redeemed.
  3. A promotion rule for our customers to be able to pay for new orders with their loyalty points.
note

Create at least one profile-based loyalty program, and the Loyalty and Referrals features have to be enabled.

Creating a referral code for purchases worth $100 or more​

Let's build a rule to create a referral code for customers who spend $100 or more at once in our online shop. Let's also send our customers a notification with their code.

We can name the rule Referral code creation. It has 1 condition and 2 effects.

Rule 1: Condition​

Check attribute value:

  • Attribute is Session Total (Current Session).
  • Is greater than or equal to 100.

Rule 1: Effects​

  • Create referral code:

    • Create it In the current campaign.
    • Redemption limit: 1

  • Create notification:

    • Type: Info
    • Title: Your referral code!
    • We include [Generated Referral in Session] in our message.

Issuing a discount for the referred customer and awarding loyalty points to the advocate​

Let's build a rule to issue a 20% to the customer who redeems the referral code and award 20 loyalty points to the advocate.

Let's name the rule Redemption rewards. It has 1 condition and 2 effects.

Rule 2: Condition​

Referral code is valid.

Rule 2: Effects​

  • Discount session total: Name is 20% off and Discount value is [Session.Total]*20%.

  • Add loyalty points:

    • We select the loyalty program we have created. Let's imagine that it is called Loyalty points for friends.
    • Recipient is Advocate.
    • Reason is Referral code redemption.
    • Amount of points is 20.

Creating a rule for spending loyalty points​

Let's build a rule to allow customers to use their points to pay for new orders when their loyalty point balance is equal to or greater than the total value of the session. In this campaign, customers cannot use their points to pay for part of an order.

Let's name the rule Paying with loyalty points. It has 1 condition and 1 effect.

Rule 3: Condition​

Check attribute value: Current balance (Loyalty points for friends) is greater than or equal to Session Total (Current Session).

Rule 3: Effect​

Discount session total: Name is Pay with points and Discount value is [Session.Total].