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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.

Let's create:

  1. A rule to create a referral code when the customer spends $100 or more in one session.
  2. A 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 rule for our customers to be able to pay for new orders with their loyalty points.
note

It is necessary to have created at least one 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

Validate 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
    • Store generated value in session.
  • 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.

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

Rule 3: Condition

Validate 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].