Skip to main content

Basic referral

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

Let's create a campaign to:

  • Give customers a referral code and a 20% discount if their session 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 2 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 rule to issue a 20% discount on the session total and create a referral code.
  2. A rule to issue a 30% discount on the session total during the first 14 days from the creation of the code.
  3. A 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 call the rule 20% discount advocate. It has 2 conditions and 2 effects.

Conditions rule 1

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

Effects rule 1

  • 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 call the rule 30% discount for 14 days. It has 2 conditions and 1 effect.

Conditions rule 2

  • Referral code is valid.
  • Validate attribute value: First session ever? (Current session) is True.
  • Validate attribute value: Referral code start date (Referral) is after 14 days prior to the session.
    note

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

Effects rule 2

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 call the rule 10% discount after 14 days. It has 2 conditions and 1 effect.

Conditions rule 3

  • Referral code is valid.

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

  • Validate attribute value: Referral code start date (Referral) is before 14 days prior to the session.

    note

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

Effects rule 3

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