Referrals
Referrals

Knowledge Base

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 :

WordPress Admin
Admin menu
WooRewards
Menu entry
Settings
Page
Add a standard points and rewards system
Button

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

Follow these steps

Points Group
Click Add
Website
User Registration

You will then see several options. Please set the following options :

  • Earned points : Set the value to 1
  • Sponsorship/Referral Origin : Select Referral link and Referral email

Click the Save button.

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

First, make sure that the Rewards type is set to Rewards.

Secondly, verify that the Automatic Rewards Redeem is set to Unlock best reward first.

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

Follow these steps

Rewards Group
Click Add
Coupons
Fixed/Percentage discount
Click Next

You will then see several options. Please set the following options :

  • Title : Set it to $5 Discount
  • Points needed : Set the value to 1
  • Send Reward email : Uncheck the box
  • Discount type : Select Fixed discount
  • Coupon amount : Set the value to 5
  • Auto-apply on next cart : Check the box
  • All other options : Leave the default value

Click the Save button.

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

Referee Orders
1 Point / $1
Referrers earn 1 point for every $1 spent by referees. Points expire after one year
Referrer
1 Point
  • Referrer User title
  • One time $5 discount
Ambassador
500 Points
  • Ambassador User title
  • Free Product
  • Points earned to spend on your cart are doubled
Partner
2000 Points
  • Partner User title
  • Permanent Free Shipping
  • Points earned to spend on your cart are quadrupled !

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

WordPress Admin
Admin menu
WooRewards
Menu entry
Settings
Page
Add a leveling points and rewards system
Button

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

Important

It’s important to remember the name of this system as we’ll use that information for the final system

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 :

Follow these steps

Points Group
Click Add
Orders
Referee Spends Money
Click Next

You will then see several options. Please set the following options :

  • Money spent : Set the value to 1
  • Earned points : Set the value to 1
  • Use amount after discount : Check the box

Click the Save button.

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

Follow these steps

Levels and Rewards
Click Add
User's Status
User Title

You will then see several options. Please set the following options :

  • Customer’s title : Set it to Referrer
  • Position : Choose if you want to display the title before or after the customer’s name

Click the Save button.

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

Levels and Rewards
Click Add
Coupons
Fixed/Percentage Discount

You will then see several options. Please set the following options :

  • Title : Set it to $5 Discount
  • Send Reward email : Check the box
  • Discount type : Select Fixed cart discount
  • Coupon amount : Set the value to 5
  • Max Redeems : Set it to 1
  • Auto-apply on next cart : Check the box
  • All other options : Leave the default value

Click the Save button.

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

Follow these steps

Levels and Rewards
Click Add
User's Status
User Title

You will then see several options. Please set the following options :

  • Title : Set it to Become an Ambassador
  • Description : Set it to Ambassadors earn twice the points to use on their carts
  • Customer’s title : Set it to Ambassador
  • Position : Choose if you want to display the title before or after the customer’s name

Click the Save button.

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

Follow these steps

Levels and Rewards
Click Add
User's Status
User Title

You will then see several options. Please set the following options :

  • Title : Set it to Become a Partner
  • Description : Set it to Partners earn four times the points to use on their carts
  • Customer’s title : Set it to Partner
  • Position : Choose if you want to display the title before or after the customer’s name

Click the Save button.

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 :

WordPress Admin
Admin menu
WooRewards
Menu entry
Settings
Page
Add a standard points and rewards system
Button

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

Important !

Before proceeding with the next step, you need to copy the reference of the previous system. Go to WooRewards → Settings → Points and Rewards and look at the systems list.

Locate the line that corresponds to the Referrer Levels system and copy the content of the Shortcode Attribute column

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.

Follow these steps

Points Group
Click Add
Orders
Referee Spends Money
Click Next

You will then see several options. Please set the following options :

  • Money spent : Set the value to 1
  • Earned points : Set the value to
    =1 + ({points:referrer_levels} > 499) + (({points:referrer_levels} > 1999) * 2)
  • Use amount after discount : Check the box

Click the Save button.

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 !

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