Introduction

This tutorial is intended for advanced users. Therefore, make sure you’re familiar with the features of WooRewards before following it.

But if you need to know more about referrals and how to set them up for your customers, check out this article first.

In this tutorial, you’re going to create 3 different systems with different goals :

• Referee Reward : This system will give a referee a $5 coupon upon signup
• Referrer Levels : This leveling system will incentivize referrers to refer more people. As they advance through levels, they will earn unique rewards and receive more points for each new referral.
• Referrer Reward : This system will reward referrers with points to use on the cart for discounts.

Let’s begin with the most simple system.

Referee Reward

This system is very simple : Each time a referee creates an account, he earns a $5 coupon he can immediately use on his cart. Let’s start right away by creating the system. Do the following :

You’re redirected to a new page. This is where you set up all the details of your system. Since this one is a very simple one, all you have to do for now is give it a name and save.

You should notice a Title input glowing in the General Settings group. Name your system “Referee Reward” and hit the Save Changes button on the top right of the page.

Now, we’re going to give one point to referees when they create their account.

Referee Registration

With these settings, only customers who have been referred will earn the point when registering.

However, we need to turn this point into a reward coupon.

Coupon Reward

First, you need to enable automatic rewards redeem

Now, we need to set up the coupon they will receive upon registration.

That’s all we need to give new referees and immediate discount. In addition, we need to start rewarding the referrers

Referrer Levels

In this second system, we’ll incentivize referrers to refer more people and keep doing it. In order to do that, we’ll use 2 features. First, the leveling part will increase the rewards they receive the more people they refer. Secondly, we’ll set a one year points expiration. As a result, referrers have to keep refering people to keep their level. Here’s a brief summary of the leveling system

Now that you know what it will look like, let’s get started. First, create your system :

In the new window, you need to enter a name for your leveling system. Here, set it to “Refferer Levels“

Earn points for referrals

First, you need to give points to your customers when they referees spend money. In order to do that, create a new action in the actions group :

That’s all for the points earning part. It’s now time to set up the levels and their rewards.

Referrer Level

This first level is quite simple. After the first referral, they will receive a $5 coupon and a user title.

In the levels and rewards group, click the Add Level button. You have 2 fields to fill :

• Points Threshold : This is how many points customers need to reach that level. Set it to 1
• Level Title : The level’s name. Set it to Referrer

As seen above, there are 2 rewards to set at this level. Let’s set them know

Now, let’s add the $5 coupon discount :

That’s all for the Referrer level. We can now move on to the second level

Ambassador Level

Unlike the referrer level, the ambassador level only contains one reward. You’ll set the second reward in the final points and rewards system.

In the levels and rewards group, click the Add Level button. You have 2 fields to fill :

• Points Threshold : This is how many points customers need to reach that level. Set it to 500
• Level Title : The level’s name. Set it to Ambassador

Let’s set the reward now

Partner level

The partner level is almost identical to the ambassador level

In the levels and rewards group, click the Add Level button. You have 2 fields to fill :

• Points Threshold : This is how many points customers need to reach that level. Set it to 2000
• Level Title : The level’s name. Set it to Partner

Let’s set the reward now

And that’s it for the levels.

Points expiration

In order to incentivize your referrers to keep referring people, we’ll set a points expiration of 1 year. We’ll use the transactional points expiration as decribed in this documentation. If referrers stop referring new customers, they will stop receiving more points.

Referrer Reward

Now that everything else is ready, it’s time to reward your referrers. Every point they earn will be worth $0.05 and they’ll be able to use these points on their orders. As they progress, they will earn more points for each new referee order. We can sum the rewards like this :

• Referrer Level : The referrer will get 5% of his referees spent money to use on his own orders
• Ambassador Level : The referrer will get 10% of his referees spent money to use on his own orders
• Partner Level : The referrer will get 20% of his referees spent money to use on his own orders

Let’s set this up. Let’s start by creating the system. Do the following :

In the new window, name your system. Here, you should set it to “Referrer Reward“.

Points using points formulas

First, add the action that will give points to referrers. For this action, we’ll use points formulas. You can find a detailed documentation about points formulas here.

In the above settings, the referrer_levels value comes from the referrer levels system. Please read the information tooltip above to know where to find this value.

Points on cart reward

We finally reached the final part of this tutorial. It’s now time to let referrers use their points on carts for discounts.

In the Rewards section, make sure the reward type is set to Points on Cart. Then, set the point value to be $0.05 and leave other settings to their default value.

Save your settings.

That’s it, your referral system is now ready to start. Congratulations !