How to Set Up Referrals

What Is This?

Referrals let your existing customers invite friends to join your loyalty programme. When a friend signs up (and optionally meets a spending condition), both the inviter and the invitee can receive rewards, points, or credits. It's word-of-mouth marketing powered by your loyalty system.

Real-Life Example

Kak Nadia is a loyal customer of Seri Anggun Salon in Subang Jaya. She shares her referral link on WhatsApp to her friend Ain. Ain signs up through the link and makes her first purchase of RM 50. Ain receives a free hair treatment voucher (invitee reward), and Kak Nadia gets 100 bonus points (inviter reward). Everyone wins.

Step 1: Open the Referral Configuration Page

From the Admin Panel sidebar, go to Loyalty Program → Referral Configuration. Click Create to set up a new referral programme.

Step 2: Configure Invitee Rewards

On the Information tab, set up what the new customer (invitee) receives:

Invitee Reward — Select a reward to give the new customer (optional)
Invitee Point Amount — Bonus points for the new customer
Invitee Credit Amount — Bonus credit for the new customer (if credit wallet is enabled)

Referral invitee configuration form showing reward selection and point amount

Step 3: Set Claim Conditions (Optional)

If you don't want to give rewards for free, set a minimum spending condition:

Require Minimum Spending — Toggle on to require spending before rewards are given
Condition Type — Choose from:
- First Purchase — Must spend on their very first transaction
- Any Purchase — Can be any single transaction
- Cumulative — Total spending across all transactions must reach the target
Minimum Amount — The spending threshold (in points or credit)
Trigger — When does the referral count: on Signup or on Purchase

Referral claim conditions showing minimum spending toggle, condition type, and amount

Step 4: Configure Inviter Rewards

Switch to the Inviter Settings tab to set up what the existing customer (inviter) receives for each successful referral:

Inviter Reward — Select a reward
Inviter Point Amount — Bonus points per referral
Inviter Credit Amount — Bonus credit per referral

The system provides 10 pre-created reward tiers for inviters. Configure each tier with a reward, points, or credits. Leave unused tiers at 0 points with no reward selected. Tier 1 applies to the first successful referral, Tier 2 to the second, and so on.

Inviter Settings tab showing three reward tiers with reward selection and point amount fields

Step 5: Customise the Referral Message

Switch to the Configurations tab to edit the message customers share with their friends:

Use these template variables in your message:

{{SPACE_NAME}} — Your outlet's name
{{REFERRAL_LINK}} — The unique referral link

A preview panel shows exactly how the message will look when shared.

Referral Message section showing the customisable message with template variables like SPACE_NAME and REFERRAL_LINK

Step 6: Set Up Notifications (Optional)

On the Notifications tab, configure automated notifications:

Inviter Notification — Notify the inviter when their referral is successful
Claimable Notification — If minimum spending is required, notify the inviter when the invitee meets the spending condition and the referral reward becomes claimable

Each notification supports WhatsApp attachments (images, videos, or PDFs up to 16 MB).

Notifications tab showing Inviter Notification and Claimable Notification sections with enable toggles and message fields

Step 7: Add Terms & Conditions

The Terms tab has pre-filled default T&C that you can customise to match your programme rules.

Terms and Conditions section showing the editable terms text area with pre-filled default content

Step 8: Save

Click Create to save your referral configuration. Customers can now start sharing referral links from their portal.

Success notification confirming the referral configuration has been created

How the Referral Flow Works

flowchart LR
    A[Inviter shares<br/>referral link] --> B[Invitee clicks<br/>link & signs up]
    B --> C{Spending<br/>condition?}
    C -->|No condition| D[Both get<br/>rewards instantly]
    C -->|Has condition| E[Invitee must<br/>meet spending]
    E --> F[Condition met:<br/>both get rewards]

Good to Know

One referral link per customer — Each customer gets a unique referral link they can share.
Multiple reward tiers — You can set up to 10 different inviter rewards, rewarding customers more as they refer more friends.
WhatsApp integration — If you've connected WhatsApp, referral notifications are sent automatically via WhatsApp.
Slot consumption — Each inviter reward "slot" is consumed when a referral is successful. Tier 1 goes to the first referral, Tier 2 to the second, and so on.
Credit wallet — Credit amounts only appear if the credit wallet feature is enabled for your organisation.

How to Set Up Referrals

What Is This?

Real-Life Example