Programs and settings
Create a referral or loyalty Program from a template, write its reward rules and terms, design its Widget, and choose its delivery, payout, referee offer, and partner settings.
A Program is a reward configuration inside a Project. It holds the reward rules, the Widget design, the landing page, the delivery settings, and, for a referral Program, the referee offer, the partner settings, and the join page. A Project can have several Programs, and every Program of the Project evaluates each Event.
Owners and admins create and change Programs. Members can read them.
Create a Program
Open Programs → New. Start from a template, or select Start from scratch for a referral or a loyalty Program. Then follow the steps:
- Basics: the Program name, the Landing page where shared links take people, and the Currency of the amounts.
- Rewards: the reward rules. A template fills them in; you can change them.
- Widget (referral only): the Widget texts.
- Review, then Create program.
The kind, referral or loyalty, cannot change later. A new Program is active at once. The Console cannot pause or end a Program yet; turn a rule off instead (see below).
Templates
Templates use US dollar amounts. Change them to fit your business.
| Template | Kind | Rules |
|---|---|---|
| Give $20, get $20 | Referral | Referrer: $20 credit on purchase. Referee: $20 credit on signup. |
| Friend's first-order discount | Referral | Referee: 20% discount on purchase. Referrer: $10 credit on purchase. |
| A free month for both | Referral | Referee: 100% discount on purchase. Referrer: $15 credit on purchase. |
| Cash for every paying customer | Referral | Referrer: $50 cash on purchase |
| Revenue share for partners | Referral | Referrer: 20% cash on each purchase for 12 months |
| Reward the signup and the sale | Referral | Referrer: $10 cash on signup, plus 20% cash on each purchase for 12 months |
| Lifetime revenue share | Referral | Referrer: 20% cash on every purchase |
| Extra storage for both | Referral | 500 storage_mb to the referrer (up to 32 times) and to the referee, on signup |
| Credits for both | Referral | Referrer: 100 credits on purchase. Referee: 10 credits on signup. |
| Cashback on every purchase | Loyalty | Member: 5% credit on every purchase |
| Welcome credit | Loyalty | Member: $10 credit on signup |
Program tabs
| Tab | Contents |
|---|---|
| Overview | The Program's results |
| Rules | The reward rules and their terms |
| Design | The Widget design (referral only) |
| Join page | The public page where partners apply (referral only). See Partners. |
| Install | The integration steps, with the Project ID and the Program ID |
| Settings | General settings, delivery, the referee offer, and partner applications |
Reward rules
Select Add reward rule. A rule reads as a sentence, for example: "When a referred customer makes a purchase, the referrer earns 20% of the order as cash, on each purchase for 12 months, with no limit."
| Part | Choices |
|---|---|
| Event | Signs up, makes a purchase, or sends a custom event (custom_…) |
| Who earns | Referral Program: the referrer or the referred customer. Loyalty Program: the member. |
| What | Cash, account credit, a discount, or a custom reward |
| Amount | A fixed amount, or a percentage of the order (purchase rules only). A discount is a percentage. A custom reward is a quantity of a unit, valid forever or for 1 to 3650 days. |
| Duration | Once per referred customer (or member); on each purchase for 1 to 1200 months; or on every purchase. A signup rule pays once. |
| Limit | No limit, or up to N Rewards for one beneficiary |
| Purpose | Primary or Bonus. Each event type and role has at most one primary rule. Bonus rules pay in addition. |
Rules for the referred customer cannot pay cash. A rule needs a name; you can rename it later.
Terms are versions
Each rule change is published as a new terms version with Publish changes. A version takes effect at once and never changes. An Event uses the version that was in effect when the Event occurred, also for renewals. A new version does not reset the Rewards that a beneficiary already earned under the limit.
You cannot delete a rule. To stop it, switch it to Paused: this publishes a version that pays nothing. You cannot change the event type or the role of a rule; create a new rule instead.
A rule for a custom event type also lets RefRef accept that type, even when it is not a referral event of the Project.
Design
The Design tab sets the Widget for this Program: colors, the button text, position, and icon, the dialog title, subtitle, and logo, the share message, and the share platforms (Facebook, X, LinkedIn, WhatsApp, Email, Instagram, Telegram). The preview shows the dialog and the button. Select Save design changes. See Referral Widget.
Settings
General
The Program name and the Landing page URL. The landing page receives every visitor who follows a referral link of the Program. Put the landing script on it.
Delivery
The Delivery card has one row for each kind of Reward that the rules pay. Each row chooses who delivers it:
| Reward kind | Methods (the first is the default) |
|---|---|
| Cash | Paid out by RefRef, or Paid by you, recorded by hand |
| Credit | Through your product (webhook), Apply as account credit in your billing provider, or Record by hand |
| Discount | Through your product (webhook), Give a discount in your billing provider, or Record by hand |
| Custom | Through your product (webhook), Upgrade the plan in your billing provider, or Record by hand |
A billing method needs a connected billing provider that supports it. For plan upgrades, enter for each custom unit the plan ID in your provider and the number of free billing periods, 1 to 12.
| Setting | Applies to | Range and default |
|---|---|---|
| Account reward hold | Billing deliveries | 0 to 365 days, default 0 |
| Payout hold | Cash paid out by RefRef | 0 to 365 days, default 30 |
| Minimum payout | Cash paid out by RefRef | At least 1.00 USD, default 1.00 USD |
| Payout methods | Cash paid out by RefRef | PayPal |
A hold gives refunds time to happen before RefRef delivers. A change applies to Rewards earned after you save it. See Rewards and delivery.
RefRef pays cash in US dollars only. While cash is paid out by RefRef, a fixed cash amount in another currency is refused.
Referee offer
Referral Programs only. The referee offer is a checkout discount for a person who follows a referral link, before their first order. Set the Discount (percentage or fixed amount), the Currency, an optional Minimum subtotal, the Validity in days, and which discounts it combines with. Select Publish new version. RefRef issues the codes through the Shopify and WooCommerce integrations. Turning the offer off stops new codes; issued codes keep their terms.
Partner applications
Referral Programs only. Switch on Accept applications to let partners apply. Copy the Apply link and share it, or publish a join page. See Partners.
Loyalty Programs
A loyalty Program rewards a member for its own Events, with no referral. Its rules evaluate every Event of their type from members, for example cashback on each purchase. Enroll members as for a referral Program. Loyalty Programs have no Widget, no referee offer, and no join page. Points, tiers, and redemptions are not available.
Projects
Create a Project, use its Sandbox and Live twins, find its credentials, and set its referral events, custom units, and integrations.
Participants and enrollment
Name your customers with your own IDs, register their details, rename them, enroll them in Programs, and give them referral codes and links.