How to Create a Referral Program

Firat Yalavuz -

In this section, you'll learn how to set up a referral program using the admin panel. The process is similar to creating a challenge, with some specific options for referees and referrers.

Steps to Create a Referral Program

1. Access the Referral Programs Section

  • From the admin panel, locate the left-side menu and click on Referral Programs.
  • On the screen that opens, click on the Create New Referral Program button.

2. Program Name and Description

  • Enter a Referral Program Name that will be used internally or displayed to users.
  • Fill in the Description field to give more context to your referral program. This can describe how the program works or the rewards available for participation.

3. Set the Duration

  • Start Date: Select when the referral program should start.
  • End Date: Choose when the referral program will end.

These dates help define the active period during which referrals will be accepted and rewards granted.

4. Limits Configuration

  • Completion Limit: Set how many times the referral program can be completed by all users combined.
  • Daily Limit Per User: This limits how many referrals a user can complete in a single day.
  • Total Point Limit: Define the total number of points that can be distributed in this referral program.

These settings control the overall capacity and constraints for the program, ensuring it stays within your designed goals.

5. Points Configuration

The points section is divided into four tabs:

a. Referee Points
  • Description: The Referee is the person who receives the referral and joins the platform. This tab allows you to assign points to the referee when they meet the referral criteria (e.g., signing up or completing an action).
Note: The Description field is used solely for the referee. The referral program is not displayed to the referrer as a challenge. Instead, the referrer is provided with a referral URL in their profile, which they can share to invite others. The URL contains the referrer ID,
which allows the system to track important data such as the number of users brought in by the referrer, the GMV (Gross Merchandise Value) generated by these referred users, and other key metrics. This tracking enables the creation of detailed reports and visualizations like Top Referrers statistics or performance graphs.
  • Static Point Configuration: You can set a static number of points for referees.
  • Dynamic Point Configuration: You can assign a dynamic point value based on certain criteria (e.g., transaction amount).
  • Point Expiration: Optionally, set an expiration date for the points earned by the referee.
c. Referrer Points
  • Description: The Referrer is the person who sends the referral. This tab allows you to assign points to the referrer when their invitee (referee) meets the criteria.
  • Static Point Configuration: Assign static points to the referrer.
  • Dynamic Point Configuration: Assign dynamic points based on other criteria.
  • Point Expiration: Optionally, set an expiration date for points earned by the referrer.
d. Referrer Tag Points
  • Description: Assign different points to referrers based on tags. For example, a VIP referrer may earn more points than regular users.
  • Tag Points: Add one or more tags and assign specific points for each tag group.

These point settings are similar to the ones you configure when creating a challenge, allowing for dynamic and flexible rewards for both referees and referrers.

6. Rules Section

The Rules section functions exactly the same as it does for challenge creation. Here, you can define events and conditions that need to be met for the referral program to be completed.

For more details on setting rules, refer to the Rule Section

Note: The Rules section in the referral program pertains to the tasks the referee must complete.
For example, if the rules specify that the referee must first sign up and then place an order above 800 TL, these are the conditions the referee is required to fulfill in order to earn the associated rewards.

7. Icon and Badge

This section lets you upload the visuals associated with your referral program.

  • Icon: Upload an image that will represent the referral program on the site/app. Users will see this icon associated with the program.
  • Badge: If a badge is awarded instead of points, you can upload a badge image here.

Users can either earn points or badges, depending on how you structure the reward. Badges can be used as an alternative to points, which can motivate users through recognition rather than tangible rewards.

8. Notifications

Notifications allow you to send messages to both the referee and the referrer, giving them feedback upon completing the referral process.

  • Referee Notification:
    • Title: Enter the title for the notification that will be sent to the referee.
    • Message: Write the message that will be displayed to the referee. You can use the {{point}} variable to dynamically display the points earned.
    • Notification Image: Upload an image that will be displayed alongside the notification.
  • Referrer Notification:
    • Title: Enter the title for the notification that will be sent to the referrer.
    • Message: Write the message for the referrer. As with the referee, you can use the {{point}} variable to show the dynamic points awarded.
    • Notification Image: Upload an image for the notification to make it visually appealing.

These notifications are a crucial part of the user experience as they provide instant feedback and a sense of accomplishment for completing the referral process.

9. Activation

  • Active/Passive Toggle: This toggle allows you to switch the referral program on or off. When set to "Active," the referral program will be live and visible to users during the specified start and end dates.

10. Save the Program

Once you've filled in all the fields, click Save to create your referral program. The program will now be live, and users can start referring their friends to earn rewards.