General Settings
Settings Fields | Remarks |
Banner | Allows users to upload a banner image for the referral program. Users can click the upload button to add a banner. |
Delete | Allow users to remove the uploaded banner image. |
Enable Referral | Controls whether the entire referral program is active. When disabled, all referral features become unavailable in the [Customer Portal]. |
Enable Referral Code at Sign Up Form | Controls whether new users see a referral code field during registration. Allows businesses to implement referral tracking at the signup stage. |
Program Name | Name of the referral program for easy identification within the system. |
Default Message | Allow users to set the default message shown to members during. Default message should include a placeholder ( |
Referral Reward | Specifies what rewards to grant to the referrer when a new member signs up using their code. |
Referral Points | Specifies how many points to award to the referrer when a new member signs up using their referral code. |
Referee Reward | Specifies what rewards to grant to the referee when they sign up using a referral code. |
Referee Points | Specifies how many points to award to the referee when they sign up using a referral code. |
Save Button | Saves all configurations in the General Settings section. |
Rules Settings
Settings Fields | Remarks |
Create | Redirects users to the Referral / Create Rule page for setting new rules for the referral program. |
Edit | Redirects users to the Referral / Edit Rule page to edit an existing referral rule for the referral program. |
Delete Button | Delete the selected rule after confirmation. |
Issue For | Specifies whether the rewards/points will be granted to the referrer or referee. |
Rewards | Specifies which rewards to grant to users when rule conditions are met. |
Member Tier | Specifies the referrer member tier that the rule applies to. |
Referee Member Tier | Specifies the referee member tier that the rule applies to. |
Points | Sets the number of points to award when rule conditions are met. |
Only Issue When Referee Spending | Specifies whether referral rewards will be generated only if the referee meets the minimum spending requirement. |
Minimum Spending | Specifies the minimum spending amount required by the referee to trigger the rule. |
Create Referral Rules
Settings Fields | Remarks |
Referrer Member Tier | Allows selection of the referrer member tier for the rule to apply to. |
Referee Member Tier | Allows selection of the referee member tier for the rule to apply to. If no tier is selected, the rule applies to all referee member tiers. |
Only Issue When Referee Spending | When checked, displays the Minimum Spending field for setting spending requirements for the referee. |
Issue For | Specifies whether the reward/points should be issued to the "Referee" or "Referral". |
Issue Points | Sets how many points to award when the conditions are met. |
Issue Rewards | Specifies which rewards to grant to the selected party. |
Member Tags | Adds tags to the member's profile when they meet the criteria. Tags can be comma-separated. |
Cancel Button | Cancels rule creation and returns to the previous screen without saving changes. |
Save Button | Saves the rule configuration and returns to the referral settings page. |
Edit Referral Rules
Settings Fields | Remarks |
Referrer Member Tier | Shows the currently selected member tier for the referrer, with option to change. |
Referee Member Tier | Shows the currently selected referee member tier with option to change. |
Only Issue When Referee Spending | Shows the current setting. When checked, displays the Minimum Spending field below it. |
Minimum Spending | Shows the current minimum spending amount required. Only visible when "Only Issue When Referee Spending" is checked. |
Issue For | Shows whether points/rewards are currently set for the referrer or referee. |
Issue Points | Shows the current point value to be awarded. |
Issue Rewards | Shows the currently selected reward (if any) with option to change. |
Member Tags | Shows any existing member tags associated with this rule, with option to edit. Tags can be comma-separated. |
Cancel Button | Cancels the edit operation and returns to the previous screen without saving changes. |
Save Button | Saves the updated rule configuration and returns to the referral settings page. |