The first thing you need to set up is the referral codes rules. In order to do that, go to the following page :

Code Restrictions

Within this group, you’ll see several options that will help you set up the general referral codes behavior :

• Role restriction : Only users with the roles you set in this option can set up referral codes. If you leave this option empty, all users can have set a referral code
• Minimum code length : Set the minimum length for referral codes.
• Forbidden Codes : You can set a list of codes users are not allowed to set up. The plugin sets a base list but you can add as many options as you want here.
• Forbids existing slugs as code : Prevents using any page/post/product/etc. slug as code. This attempts to prevent URL mixing up.
• Prevent steals of identity : Prevents using login, display name or nickname of another registered user as code.
• Forbids integer as code : Prevents using a simple integer as code. This attempts to prevent paging problem in URL.

These are mostly security rules. If you’re not sure about what to do, check all the boxes and save.

Referral URL

With this feature, your referrers can get a direct URL link to share with their friends or audience. Visitors clicking the link won’t have to apply the referral code manually.

Here are the options for this feature :

• Get Referrral Code in URL : Allows referral link to be shared as mysite.test/my_code.
• Redirect to this URL : When a visitor comes with an URL containing a Referral Code, the website will redirect him to that URL. Leave this field empty to keep your visitor on the same page. In addition, you can override this behavior for each referrer.

WooRewards Sponsorship

You will only see these options if you’re using the WooRewards plugin in addition to the Referral Codes plugin. These features give you the possibility to trigger WooRewards’ referrals and sponsorship features with the Referral Codes plugin.

• Enable : If you check this box, a successful referral will establish a link between the referrer and the referee in WooRewards. You’ll get the possibility to reward both for their actions in WooRewards.
• Override relationship : If there’s already a link between the referee and a sponsor in WooRewards, you can choose to override that link.
• Repeat Code : If you check this box, the system will add the same referral code automatically when the referee places new orders.