Double-sided referral program template

Write a give-and-get offer with separate eligibility, timing and limits for each side. Use the policy worksheet before promising a reward.

01Make it yoursEditable asset

Editable give-and-get policy

Replace the bracketed fields here, then copy. Edits stay in this page only and are lost when you leave or reload. No account required.

GIVE [new-customer benefit]. GET [referrer benefit].
Product: [name]. Policy owner/version: [name / version].

NEW CUSTOMER
Eligible audience: [new customers / eligible plans / exclusions].
Benefit: [amount, currency or product units].
Earned when: [verified action].
Available when: [delivery condition and timing].
Usable for: [eligible invoice/product]; expires: [explicit policy].

REFERRER
Eligible audience: [existing customer requirements].
Benefit: [amount, currency or product units].
Earned when: [new customer's verified action].
Available when: [hold period and delivery timing].
Limits: [per customer / period / total budget].

SHARED RULES
Attribution: [link/code rule and window].
Self-referrals and existing accounts: [policy].
Refund before release: [policy for each benefit].
Refund after release: [policy for each benefit; who reviews delivered value].
Duplicate/retried payment: one qualification, at most one of each benefit.
Delivery: [owner and separate receipts for each side].
Disputes: [contact and evidence required].

PUBLIC SUMMARY
Invite [eligible audience] to [product]. They receive [benefit] and you receive [benefit] after [condition]. [Timing and key limits]. Full terms: [URL].

02Worked exampleIllustrative

Worked example: give $10, get $20

Suppose a $100 first invoice has $25 in variable service costs. A $10 first-invoice discount reduces collected revenue to $90; after the same $25 service cost and a $20 referrer reward, $45 remains before program overhead. Do not deduct the $10 again from $90. A 50-customer pilot creates up to $1,500 in combined benefit value. If both rewards are future credits instead, model redemption timing separately and reserve their full $30 face value for a conservative budget.

03CustomizeYour policy

Separate the two clocks

A new-customer discount at checkout and a referrer credit after payment have different release times. Avoid 'both get paid instantly' when one side has a review period. Give each side a status and a delivery receipt.

Do not assume equal amounts

The new customer may need help trying the product; the referrer may value continued use. Choose each benefit for that job. Test one change at a time so a better response can be attributed to a specific change.

Specify partial failure

If the discount succeeds and the referrer's credit fails, retry only the failed delivery. If the purchase is refunded, follow the published policy and review already-delivered value separately. Changing an accounting record alone does not recover that value.

04Before you use itReview

Acceptance checklist

Customer-facing copy includes both qualification conditions.
The budget includes both sides, fees and operating cost.
A failed delivery on one side cannot duplicate the successful side.
The refund policy covers both pending and delivered benefits.

Source notes

Stripe customer credit balance — An invoice credit is applied through billing behavior; it is not the same thing as a cash reward. Check your provider's rules.

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