Referrals
Purpose of this document
This document provides details at the business, technical, and implementation levels for specific features within the ES Loyalty feature set. This document addresses a subset of functionality centred on referrals between members.
Referral rewards
Ability to deliver a single- or double-sided reward when a new member enrolls using a unique code (or when they enroll and make a required purchase). The purchase opportunity can be limited to a specific promotion period.
A single-sided reward is one that only the existing member referring a new member (the referrer) receives. A double-sided reward is one provided to both the referrer and the referee.
The Console lets users set up and manage referral promotions. Setup follows the formatting and validation patterns already used in offers and badges, and includes multi-lingual copy and creative fields (if required), name, description, terms and conditions, and image URLs.
When this section is expanded, the data shown includes:
- Member's referral code: The unique code that the current member can use to invite other customers to become members in the loyalty program.
- Usage limit used: The referrer has a limit on how many times they can use the referral code. This field shows the number of referrals the member has used versus the total limit.
There is a single unique one-use code per member, used across all promotion periods.
Referral scheduling
Ability to schedule discrete referral periods with unique copy, creative, reward levels, usage controls, and more.
The Referral Program section shows information related to the current member's referral activity. Depending on configuration, the referral program can reward the referrer only or both the referrer and the referee.
If a referral requires the referee to carry out an activity to receive rewards, the referral is credited to the referral program active when the referral activity is completed.
Referral usage controls
Configuration of the maximum number of times a bonus can be rewarded for a given referee during a given referral promotion.
Configurable caps limit the number of referees that can complete the promotion per referrer. This usage control increments only once the referee has successfully completed all required behaviors.