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Setting up a referral program
Setting up a referral program

How to setup a basic referral program?

Kathy Yip avatar
Written by Kathy Yip
Updated yesterday

General Settings
Go to Marketing> Referral


1. Upload a referral banner. This is how it will look like when your customer sees on the referral program page.
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2. By default, all newly created referral programmes are deactivated. You may click the "Enable" button if your referral system is ready to go live.
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3. You have the option of displaying a referral code column on the sign-up form for referee to key-in manually. Refer below for display example from Webapp sign-up.
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4. Name your referral program.

5. Customize your default message. This message will be delivered along with the referral link.

6. Decide how you want to reward your referral. In terms reward(s) or points? Or perhaps both. Choose the reward from the "Referral Reward" dropdown list (configured in Reward) or input the value in "Referral Points".

7. Decide how you want to reward your referral. Select the reward from the "Referee Reward" dropdown list (configured in Reward) or input the value in "Referee Points".

8. Click " Save" and you're done!

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