How to Set Referral Rewards with Claim Conditions
What Is This?
Referrals turn your happy customers into your sales team. When they invite a friend, both sides can earn rewards, points, or credits. You can also add claim conditions — rules that delay the inviter's reward until the new customer spends. Invitee rewards always land at sign-up. This guide covers invitee and inviter setup, Slot Consumption Trigger, and Minimum Purchase Policy Types.
Real-Life Example
Wei Lin runs Kopi Lab, a small café in PJ. She set up a referral where the new customer gets a free latte and the inviter earns 100 bonus points. To stop fake sign-ups, she added a claim condition: "Cumulative spending of RM30". Her regular Ahmad invites his colleague Siti. Siti gets her free latte at sign-up. Ahmad's 100 points stay pending. Siti spends RM18 on lunch, then RM15 the next day. Once her total crosses RM30, Ahmad's points land.
How to Set Up Invitee and Inviter Rewards
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Go to Admin Panel → Loyalty Program → Referral Configurations, then click Create.
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On the Information tab, set what the new customer (invitee) gets. Pick an Invitee Reward, set the Invitee Point Amount, and the Invitee Credit Amount if your credit wallet is on.
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Switch to the Inviter Settings tab. You'll see 10 referral slots, each tied to one referral in order. Fill in the reward, points, or credits for each slot you want active and leave the rest at 0. Use Bulk Assign to apply one reward to all slots.
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Back on the Information tab, turn on Enable Conditional Referral to require spending. Pick a Minimum Purchase Policy Type and set the Minimum Purchase Amount, then click Create.
What Is the Slot Consumption Trigger?
Each successful referral uses up one slot from your inviter reward ladder. The Slot Consumption Trigger decides when that slot is used.
- Signup — the slot is consumed the moment the invitee registers. This caps total slot usage and stops inviters from spamming fake sign-ups to claim the same slot.
- Purchase — the slot is only used when the invitee makes a qualifying purchase. Slots aren't burned on invitees who sign up but never visit.
Pick Signup for high-value inviter rewards where abuse is a risk. Pick Purchase for small everyday rewards.
The 3 Minimum Purchase Policy Types
These decide when invitee spending unlocks the inviter's reward (invitee rewards always land at sign-up).
1. First — first transaction minimum amount
The invitee's very first purchase must hit the minimum. If their first visit is too small, the reward can never be unlocked — only that first transaction matters.
Use case: A salon sets First, RM150 so only big-ticket first visits unlock the inviter's reward.
2. Any — any transaction minimum amount
Any single purchase at or above the minimum unlocks the reward.
Use case: A boutique sets Any, RM100. Siti's first visit is RM40 — no unlock. Her second is RM120 — unlocked.
3. Cumulative — cumulative transaction minimum amount
All of the invitee's purchases are added together. Once the total hits the minimum, the reward unlocks.
Use case: A café sets Cumulative, RM50. Farah spends RM12, RM18, then RM22 across three visits. The third visit pushes her total to RM52 — her inviter's reward unlocks.
Good to Know
- The claim condition only delays the inviter's reward. Invitee rewards never wait.
- Switch the currency from Point to Credit to require credit wallet spending instead of regular purchases.
- The inviter gets a notification the moment the claim condition is met.
Need Help?
Reach out to support for help picking the right combination.
What's Next?
- How to Set Up Referrals — full walkthrough of the referral programme
- Transaction Types Explained — see how referral transactions fit into the bigger ledger