Referrals are a big part of a successful loyalty program. Therefore, WooRewards offers a lot of possibilities for it. In this documentation, you’ll learn how to use this feature to its full extent.

Referral Settings

Before starting to give rewards to referrers and referees, you need to look at some settings. In order to do that, go to the following page :

You’ll see a list of options in the Referrals options group :

• Enable Referrals : Enable the referral feature
• Allow Referral via referral link : When a visitor comes from a referral link and registers, he will be referred by the user that posted the link.
• Try to shorten the referral url : Disable that feature if you encounter plugin conflicts or redirection problems. Disable that feature makes bigger and less readable QR codes.
• Alternative Short Site URL : To make the QR-Code as simple as possible, you can specify a shorter version of your site URL here that will be used as base for the image generation.
• Allow referrals via social share : When a visitor comes from a link posted on a social network and registers, he will be referred by the user that shared the post.
• Max referrals per customer : Set the maximum referrals allowed for users. No restriction on empty value or zero (0).
• Email Referee Reward : When customers use the email referral feature, you can send an immediate coupon to the email recipient.

Set the options you want and you can move on to rewarding your customers for referrals.

Referral Methods

Referrals are a good way to grow your number of customers. However, you should only use them in specific cases. Customers will most likely refer their friends. As a result, using referrals will only bring new customers if existing customers are willing to share it with their friends and family. If you want to improve referral effectiveness, use it in combination with a good customer service.

In WooRewards, there are 3 different methods to refer new customers :

There are different ways to reward both the sponsors and the sponsees by using these three methods. We’ll explore these different options now.

Referrals Tutorial

The best way to understand the full potential of referralsis probably to try our referrals tutorial. Click on the card below and follow it to set it up.

If you don’t want to use the tutorial, let’s see in detail how to use the referral feature.

Referral Methods

In this section, we’ll explain the 3 different referral methods you can use on your website’s front end. However, using these methods will only allow your customers to refer their friends. To reward them, be sure to read th Referral Rewards section.

Use Referral Emails

With this feature, you can let your customers refer their friends by sending them an email directly from your website. In addition, the referee can get an immediate discount when visiting your store.

First, you have to use the referral email shortcode somewhere on your website. Find the appropriate spot and use the following shortcode :

[lws_sponsorship header="Refer your friends" button="Send" unlogged="true"]

As a result, your customers will see a form when they can enter their friends’ email adresses.

If you want to offer a coupon to referees, go to the following page :

Now go to the referral section and go to the Email Referee Reward option. Set the coupon reward that referees will get when they receive an email. We’ll see how to reward the referral after explaining other referring tools.

Use Referral Link

The referral link tool will display either an url or a QR Code for your customers to share with their friends. You can do so by using the following shortcode

[wr_referral_link showlink="true"]

Unlike the email tool, Referrals can’t earn points when they copy the link.

Use Social Share

The last possibility to refer new people is to use social media sharing. In order to do it, use the following shortcode on your website

[lws_social_share popup="yes" showunconnected="yes" networks="facebook,twitter,pinterest,linkedin,whatsapp"]

When customers click on a scial share button, the link they share will contain a specific information that will allow WooRewards to find the referral if somebody clicks the shared link.

Referral Reward

Now that all the referral tools are in place on your website, it’s time to reward the referrals. There are several ways to reward them. First, you have to go and edit a points and rewards system. If you don’t know how to do that, go read this documentation first.

If you’re already familiar with points and rewards systems, go to this page :

Now, edit your system and add one of the following actions

Referee Registration

With this action, referrals will receive points when their referees create an account on your website. To use this action, do the following :

Select how many points you want to give for that action and click the Save button.

Referee Orders

The referee orders action rewards the referral with a fixed amount of points when one of his referees places an order.

There are different options to choose from. If you want more information about these options, check this documentation. Once you’re done with the settings, click the Save button.

Referee Spends Money

The referee spends money action rewards the referral with a variable amount of points when one of his referees places an order. The amount of points depends on the amount of the referee order.

There are different options to choose from. If you want more information about these options, check this documentation. Once you’re done with the settings, click the Save button.

Referee buys products

With this action, you can reward the referral every time one of his referees buys specific products on your website.

There are different options to choose from. If you want more information about these options, check this documentation. Once you’re done with the settings, click the Save button.

Referee buys in categories

Reward the referral every time one of his referees buys products that belong to specific categories on your website.

There are different options to choose from. If you want more information about these options, check this documentation. Once you’re done with the settings, click the Save button.

Send a referral email

Rewards your referrals when they send an email to one of their friend by using the referal email tool. You should know that, often, this won’t lead to orders or registrations. Therefore, you should’nt give too many points for this.

There are different options to choose from. If you want more information about these options, check this documentation. Once you’re done with the settings, click the Save button.