RateUp Documentation
LoyalityRewards

Configuring Referral Program Rewards

Learn how to configure referral rewards for both referrers and referees in the Loyalty Rewards module.

The Referral Program allows businesses to reward customers for inviting friends to join the loyalty program.

Using the Referral Program settings, you can:

  • Reward the customer who shares the referral
  • Reward the friend who joins
  • Configure automatic referral incentives
  • Choose between points or free gift rewards

Open Referral Program Settings

To configure referral rewards:

  1. Open Loyalty from the sidebar
  2. Click Rewards
  3. Select the Referral Program tab
Referral Program Rewards Page

Understanding the Referral Flow

The Referral Program works in the following order:

  1. Customer shares referral link
  2. Friend joins using the referral
  3. Friend makes the first purchase
  4. Rewards are automatically issued

The flow is displayed visually in the Referral Program section.


Configure Referrer Reward

The Referrer Reward section controls the reward given to the customer who invites others.

Configure Referrer Reward

  1. Locate the Referrer Reward section
  2. Select when the reward should trigger
  3. Choose the reward type
  4. Enter the reward amount or gift configuration
  5. Save the changes

Available Reward Types

The reward type dropdown supports:

  • Points
  • Free Gifts

Reward Trigger

The reward is typically triggered after the referred customer completes their first purchase.


Configure Referee Reward

The Referee Reward section controls the reward given to the friend who joins.

Configure Referee Reward

  1. Locate the Referee Reward section
  2. Select the reward trigger condition
  3. Choose the reward type
  4. Configure the reward value
  5. Save the configuration

Available Reward Types

The reward type dropdown supports:

  • Points
  • Free Gifts

Reward Timing

The referee reward can be configured to trigger instantly after joining or after a qualifying action.


Save Referral Settings

After configuring both rewards:

  1. Review the referral settings
  2. Click Save Referral Settings

The referral program will automatically apply rewards based on your configuration.


How the Referral Program Works

The bottom section explains the customer referral journey.

Referral Journey

  • Customer receives or shares a referral link
  • Friend joins through the referral link
  • Friend completes the first purchase
  • Referral rewards are automatically issued

This process helps businesses increase customer acquisition through referrals.


Important Notes

  • Referral rewards are issued automatically after trigger conditions are met
  • Reward values depend on your loyalty configuration
  • Referral links are typically shared through WhatsApp or supported communication channels
  • Both customers can receive rewards if dual rewards are enabled

What’s Next?

Continue to the Customers section to monitor customer referrals, reward history, and referral activity.

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