How to create a reward

Rewards define how your customers and their referrals will be rewarded. To create a reward, you must first create a program. If you haven't yet done so, follow this article to create your program.

Each program can have multiple unique rewards.

Creating rewards

To create a reward:

Open the referral program you'd like to work with.
Go to Rewards under Referral. Click New reward:
You will be presented with a modal where you'll be able to customize the reward. All settings are explained in detail below. Fill out the modal and click Create.

Reward settings explained

Each reward can be fully customized. We'll go through the available settings.

Reward structure

First, you can define what kind of reward you'd like to offer and when.

Each reward can be customized using the following settings:

Reward name: enter the name that will help you identify the reward. This name will also be visible to your customers.

Reward trigger - choose what event will trigger the reward. You can choose from the following options:

Signup - the reward triggers when the referred customer signs up.
Sale - the reward triggers when a referred customer makes a purchase.
Anniversaries & Dates - the reward triggers on special dates
Custom - choose any event for which you'd like to trigger the reward and enter the name and identifier to help us recognize it.

Reward - choose what type of reward you'd like to offer. You can choose from the following options:

General - offer coupons, discounts, or special offers.
Commission: offer fixed or percentage-based credits.

Further customization varies slightly depending on what reward option you select.

Currency - select what currency your rewards should be issued in. This setting is only visible if you choose Commission-type rewards.

Reward recurrence - here, you can select how many rewards your customer will get from a single referral. For example:
- the customer can receive a single reward when the referral makes a purchase: - receive rewards for all transactions within the first three months:- or receive lifetime rewards:

Rewards review period - this setting allows you to set a specific time period to withhold the reward. This can be useful if you offer, e.g., a 14-day money-back guarantee and would like your customers to receive the reward after this period has passed.

Start of the trigger - set the reward to trigger immediately or after a set time of occurrence. E.g. you can issue a reward to your customer after they get three of their friends to sign up.

End of the trigger - similarly, you can set when the reward should end. This is especially useful if you're creating reward steps and want to offer a higher reward after specific achievements.

Referring customer reward

This section defines what the referring customer will receive. Available options will depend on what Reward type you've chosen.

For General rewards, it can be set to:

None - skips the referring customer reward.
Generic coupon - issues a static generic coupon, such as 'THANKYOU20'.
Dynamic coupon - issues a unique dynamic coupon. Read more about dynamic coupons here.
Custom - manually add a custom reward, such as a PDF book.
Shopify Gift Card - offer a Shopify gift card (only available if the program is connected with your Shopify store).

For Commission rewards can be set to:

None - skips the referring customer reward.
Percentage - rewards the customer with a percentage amount of the transaction, e.g., 15%.
Static - rewards the customer with a fixed amount of reward units, e.g., $15.

Referral reward

The last section is the Referral reward. Here, you can define the reward to be given to the person who was referred. It will have the same options as the Referring customer rewards.

Don't forget to click Update to save the settings!