Referral Set up

Step-by-Step Setup Guide

Step 1: Enable the Referral Program Navigate to the Referral tab in your left navigation menu. Click on the "Enable Referral Program".

Step 2: Unlocking the feature enables referral settings, triggering attribute creation in the backend Referral Code and Referred By. This will auto-create two new member attributes:

• Referral Code
• Referred By

Note: These fields are auto-generated and cannot be edited manually.

Configure Referral Code Generation

Choose how referral codes are generated:

🔘 **Option A: **Auto-Generate Codes Format: 8-character uppercase alphanumeric (e.g., X3FJ92B7)

Preview: See sample codes before confirming

Logic: Unique per member and immutable

🔘 Option B: External Code Management Skip generation if your system handles code logic

API/File Upload will accept your custom code

Additional Settings:

• One-Time Code Migration: Generate codes in bulk for existing members
• Real-Time Generation: Auto-generate for new enrollments

Step 3: Set Referral Conditions Trigger Types:

Option 1: Activation

The referrer earns points based on activation.

Option 2: First Transaction

The referrer earns points when the referee completes their first transaction, with an additional bonus for the referee.

• How does this work?
  • 1. Referrer shares their unique referral code with friends
  • 2. Friend registers using the referral code
  • 3. Once the referred friend completes their first transaction, both the referrer and the friend will receive rewards.
  • 4. Referrer can earn rewards for up to set limit successful referrals

**Step 4: Point Allocation **

Add numeric values to both points earned by the referrer and the referee

Step 5: Define Referral Cap

• Admins can define a maximum referral limit per member (default: unlimited).
• This field has 2 option - monthly and lifetime.
• Based on the selected values the help text will be updated.
• This field will accept the numeric value.