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Basic referral

We can use referrals for our customers' friends to become customers too.

Let's create a standard campaign to:

  • Give customers a referral code and a 20% discount if their cart items total is 50 or more.
  • Give a 30% discount on the total value of their first purchase if they redeem a valid referral code in the first two weeks after the code was created. If they redeem a valid referral code after those first two weeks, they will get a 10% discount.

This campaign can be useful to increase our customer base and convert our advocates' friends to active customers by encouraging use of the referral codes.

Let's create:

  1. A promotion rule to issue a 20% discount on the session total and create a referral code.
  2. A promotion rule to issue a 30% discount on the session total during the first 14 days from the creation of the code.
  3. A promotion rule to issue a 10% discount on the session total after the first 14 days from the creation of the code.
note

The Referrals feature has to be enabled.

Issuing a 20% discount and creating a referral code​

Let's build a rule for the customers to receive a referral code and a 20% discount on the total value of their purchase when they have items worth at least 50 in their cart.

Let's name the rule 20% discount advocate. It has two conditions and two effects.

Rule 1: Conditions​

  • Check attribute value: Cart items total (Current session) is greater than or equal to 50.
  • Check attribute value: First session ever? (Current session) is False.

Rule 1: Effects​

  • Discount session total: Name is 20% off and Discount value is [Session.Total]*20%.
  • Create referral code: In the current campaign and Redemption limit is 1.

Issuing a 30% discount during the 14 first days​

Let's build a rule for the customers to receive a 30% discount on the total value of their first purchase when they redeem a valid referral code during the first 14 days from the creation of the code.

Let's name the rule 30% discount for 14 days. It has three conditions and one effect.

Rule 2: Conditions​

  • Referral code is valid.

  • Check attribute value: First session ever? (Current session) is True.

  • Check attribute value: Create Date (Referral) is after 14 days prior to the session.

    note

    This means that the creation date of the referral code is within 14 days before the current session closes.

Rule 2: Effect​

Discount session total: Name is 30% off and Discount value is [Session.Total]*30%.

Issuing a 10% discount after the 14 first days​

Let's build a rule for the customers to receive a 10% discount on the total value of their first purchase when they redeem a valid referral code after the first 14 days from the creation of the code.

Let's name the rule 10% discount after 14 days. It has three conditions and one effect.

Rule 3: Conditions​

  • Referral code is valid.

  • Check attribute value: First session ever? (Current session) is True.

  • Check attribute value: Create Date (Referral) is before 14 days prior to the session.

    note

    This means that the creation date of the referral code is not within 14 days before the current session closes.

Rule 3: Effect​

Discount session total: Name is 10% off and Discount value is [Session.Total]*10%.