Dynamic coupons for refer-a-friend programs

Refer-a-friend programs allow customers to be rewarded with dynamic promotion codes. When a reward is unlocked, a promotion code is generated and set for the customer. This article will cover creating coupons and promotion codes for referral programs.

Automatic dynamic coupon sync is available for Stripe, Shopify, and WooCommerce.

How to set up a Dynamic coupon reward

  1. Open your refer-a-friend program and go to Rewards under Referral. Click New Reward: 
  2. Name your reward and select a trigger - in this example, we've selected Sale. Under Reward, select General: 
  3. Configure reward settings, such as reward recurrence and review period. You can read more about reward settings here.
  4. Both the referring and referred customers will have the option to receive a Dynamic coupon: 
  5. If you have already created coupons under the Referral > Coupons, you can search and select them. One coupon can be used for one reward (for both the customer and the referral). If you already have a coupon linked to a different reward, it will not appear here when you search.

    If you do not have any coupons, click Create new.
  6. You will be presented with a modal to set up the coupon details. Fill out the information and click Create coupon. We'll go through all the settings below.

Coupon settings and promotion codes

When creating a new coupon, you can define how it can be used. One coupon can have many promotion codes (customer-facing codes).

First, you'll have to set up the main details of the coupon:

Coupon provider - if you've connected Stripe, WooCommerce Coupons, or Shopify to your program, you'll see these options listed. If you use a different payment provider, you'll only have the In-app option. Stripe, WooCommerce Coupons, and Shopify coupons are synced automatically. 

Coupon name - an external name that will be shown to your customers.

Next, you can define if the coupon offers a fixed or percentage discount and configure other settings:

  • Coupon duration: the period during which the coupon is valid.
  • Redemption expiry: limit the date range when customers can redeem this coupon.
  • Redemption limit: limit the total number of times the coupon can be redeemed.

The last step is to set up Promotion codes.

Promotion codes are the customer-facing codes sent to your customers.

By default, the promotion codes are randomly generated. However, you can customize them by including the customer's name, the amount of the discount, or other details: 

You can also set:

  • Minimum order value: Set a minimum spend amount required to use a promo code.
  • Expiration date: limit the date when customers can redeem the promo code.
  • Number of times: limit how many times this promotion code can be used. 

Once you've set up all the details, click Create coupon.

Coupon management

Once the coupon is created, it will also be available under Referral > Coupons:

Here, you can manage the coupon details, change settings, or delete the coupon.

You can also create new coupons that you'll be able to select from when creating new rewards.

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