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 to the customer. This article will cover how to create coupons and promotion codes for referral programs.
How to set up a Dynamic coupon reward
- Open your refer-a-friend program and go to Rewards under Referral. Click New Reward:
- Name your reward and select a trigger. In the Reward row, select General:
- Both, the referring and referred customer will have the option to receive a Dynamic coupon:
- If you have already created coupons under the Referral > Coupons, you'll be able to search and select them. Please note that one coupon can be used for one reward (for both the customer and the referral). If you have a coupon that's already connected to a different reward, it will not be available here when you search. If you do not have any coupons, click Create new.
- 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 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 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. Also, how long the coupon is valid for:
The Additional settings allow you to set a specific date on when the coupon can be redeemed and how many times it can be used.
The last step is to set up Promotion codes.
Promotion codes are the customer-facing codes that will be 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 a Minimum order value, expiration date and the number of 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.