How to setup a Referral

Feature Overview

Brands want to encourage organic growth in their client base via word of mouth. A referral is a cost effective way to incentivize this activity. Brands are able to define what referrer (the user sharing the referral code) and referee (the user using the referral code) receives as compensation (in the form of a promotion and/or loyalty points) as part of the program.

A complete referral is defined as when a referee places their first order.

Management Center Configurations

The following fields can be configured in the Management Center for Referrals (by going to Offers, and then selecting Referral program):

1. Enable referrals

   • Enabled: referral content is displayed on the mobile and web apps and all referral codes are active

   • Disabled: referral content is not displayed on the mobile and web apps and all referral codes are inactive

2. Benefit for referrer

   • Promotion that the referrer will have automatically assigned to him when the referee places their first order. This must have the distribution type Referral

   • Loyalty points received when the referee places their first order
     Hint: adding a visible tag to referrer's promotion called 'Referral' is a good idea. Check this article for details on how to do it!
     Tip: Referral programs tend to be more successful when amount off or percentage off discounts that apply to the whole cart are used. For example, "$2 off your order".

3. Referral limit

   • The total number of promotions a referrer can earn when a referee enters their referral code can be set as unlimited or limited

4. Promotion for referee

   • The benefit that the referee will receive when he enters the referral code provided by the referrer at checkout

   • The promotion that is assigned as the referee’s benefit must have the order count = 0 and distribution type set to Referral to ensure that only new users are participating in the program
     Hint: adding a visible tag to referee's promotion called 'On 1st Order Only' is a good idea. Check this article for details on how to do it!
     Tip: Referral programs tend to be more successful when amount off or percentage off discounts that apply to the whole cart are used. For example, "$2 off your order"

Customization Center

All text content found in the following designs are managed via the customization center, except for the referral code, customer names, and dates.

The referral icon and image are also customizable by the customization team.

Events

Please refer to MENU’s standard data plan Event tab under Referrals.

Reporting

Reporting is available in the Management Center. The metrics tracked are:

• Total number of referrals (referral codes entered, referrals successfully completed)

• Total revenue generated directly from orders placed by referred users