{"id":2127,"date":"2023-08-18T12:11:35","date_gmt":"2023-08-18T12:11:35","guid":{"rendered":"https:\/\/addify.store\/documentation\/?page_id=2127"},"modified":"2023-08-18T12:11:36","modified_gmt":"2023-08-18T12:11:36","slug":"setting-up-a-referral-system-in-your-store","status":"publish","type":"page","link":"https:\/\/addify.store\/documentation\/woocommerce\/refer-a-friend-for-woocommerce\/setting-up-a-referral-system-in-your-store\/","title":{"rendered":"Setting Up A Referral System in Your Store"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Creating a New Referral Rule<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Configuring Referrer Discount&nbsp;<\/h3>\n\n\n\n<p>Go to <strong>WooCommerce <\/strong>&gt; <strong>Refer a Friend<\/strong> &gt; <strong>Referrer Discount<\/strong>. From here, you can configure the following settings for Referrer Discount.&nbsp;<\/p>\n\n\n\n<p><strong>Referrer Discount:<\/strong> Enable this setting if you want to enable a discount for the referrer<\/p>\n\n\n\n<p><strong>Share Type:<\/strong> Select the share type you want the referrer to share<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Referrer Link: Referrer can share a link&nbsp;<\/li>\n\n\n\n<li>Referrer Code: Referrer can share code&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><strong>Coupon Prefix:<\/strong> Enter text to customize coupon prefix (If left empty, the prefix will be &#8220;wp_&#8221;)<\/p>\n\n\n\n<p><strong>Discount Type:<\/strong> Select the discount type to offer a discount to the referrer<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fixed: If you choose to offer a fixed discount, enter the following:\n<ul class=\"wp-block-list\">\n<li>Fixed Discount Amount<\/li>\n\n\n\n<li>Fixed Discount Expiry (days)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Percentage: If you choose to offer a percentage discount, enter the following:\n<ul class=\"wp-block-list\">\n<li>Enter Percentage Discount<\/li>\n\n\n\n<li>Minimum Amount<\/li>\n\n\n\n<li>Maximum Amount<\/li>\n\n\n\n<li>Enter Expiry (days)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><em>Note: Leave the expiry field empty to keep the coupon active indefinitely.<\/em><\/p>\n\n\n\n<p><strong>Categories:<\/strong> Choose to include or exclude a category if you want to apply a discount to selected products and categories<\/p>\n\n\n\n<p><strong>Choose Categories:<\/strong> Enter a category as you wish<\/p>\n\n\n\n<p><strong>User Roles:<\/strong> Restrict the referral program by user roles.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Administrator<\/li>\n\n\n\n<li>Editor<\/li>\n\n\n\n<li>Author<\/li>\n\n\n\n<li>Contributor<\/li>\n\n\n\n<li>Subscriber<\/li>\n\n\n\n<li>Customer<\/li>\n\n\n\n<li>Shop manager<\/li>\n\n\n\n<li>Wholesale<\/li>\n\n\n\n<li>B2B<\/li>\n\n\n\n<li>Retailer<\/li>\n<\/ul>\n\n\n\n<p><em>Note: Leave it empty to exclude the restriction.<\/em><\/p>\n\n\n\n<p><strong>Signup Discount:<\/strong> Enable this setting to reward referrer on signup&nbsp;<\/p>\n\n\n\n<p><strong>Shopping Discount:<\/strong> Enable this setting to offer a discount on the first order completion of the referrer.<\/p>\n\n\n\n<p><strong>Automatically add fields on My Account:<\/strong> Enable this setting to automatically add the referrer code and share fields on the My Account page.<\/p>\n\n\n\n<p><strong>Referral Code Field Shortcode: <\/strong>Use the shortcode to display referral program details on any page.&nbsp;<\/p>\n\n\n\n<p>Click \u201cSave Changes\u201d when you are done!&nbsp;<\/p>\n\n\n\n<p><em>Note: The percentage amount is the value of the first order placed by the Referee, and the discount will be given once the order receives the &#8220;Completed&#8221; status.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/Bpj_Ymj3FC0vVjLE47S5biRX5CRS5cSD4Gl5xr6hJqzRcfLkk002L8YbZDxWFDQYQUtF9C61oq9fVxrJgLQ-7bGrOL4RSb0X913oOaTGkN01aG1I9_0et2kEp-ouqP96syH2XUnWrKWv_wWxWGBmKDA\" alt=\"\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Setting Up a Referee Discount&nbsp;<\/h3>\n\n\n\n<p>Go to <strong>WooCommerce <\/strong>&gt; <strong>Refer a Friend<\/strong> &gt; <strong>Referee Discounts<\/strong>. From here, you can configure the Referee Discount settings.&nbsp;<\/p>\n\n\n\n<p><strong>Referee Discount:<\/strong> Enable this setting if you want to enable a discount for the Referee<\/p>\n\n\n\n<p><strong>Coupon Prefix: <\/strong>Enter a coupon prefix (In case of empty, the prefix will be &#8220;wp_&#8221;)<\/p>\n\n\n\n<p><strong>Discount Type:<\/strong> Select the discount type to offer a discount to the referrer<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fixed: If you choose to offer a fixed discount, enter the following:\n<ul class=\"wp-block-list\">\n<li>Fixed Discount Amount<\/li>\n\n\n\n<li>Fixed Discount Expiry (days)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Percentage: If you choose to offer a percentage discount, enter the following:\n<ul class=\"wp-block-list\">\n<li>Percentage Discount<\/li>\n\n\n\n<li>Minimum Amount<\/li>\n\n\n\n<li>Maximum Amount<\/li>\n\n\n\n<li>Enter Expiry (days)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><em>Note: Leave the expiry field empty to keep the coupon active indefinitely.<\/em><\/p>\n\n\n\n<p><strong>Categories: <\/strong>Enable this option if you want to apply a discount to selected products and categories.&nbsp;<\/p>\n\n\n\n<p><strong>Choose Categories<\/strong>: Add one or more categories from here<\/p>\n\n\n\n<p><strong>Referral Code field on Signup:<\/strong> Enable this setting to show the referral code field to the registration form.<\/p>\n\n\n\n<p><strong>Field Heading: <\/strong>Add a custom heading for the Referee Code field (If left empty, the default heading will be &#8220;Referral Code&#8221;)<\/p>\n\n\n\n<p><strong>Field Description:<\/strong> Add a description for Referred Code field (If left empty, the default description will be &#8220;Enter Referral Code in this field&#8221;)<\/p>\n\n\n\n<p><strong>User Roles:<\/strong> Specify user roles who can avail of the referral code (<em>Leave empty to allow all customers to use referral codes<\/em>)<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Administrator<\/li>\n\n\n\n<li>Editor<\/li>\n\n\n\n<li>Author<\/li>\n\n\n\n<li>Contributor<\/li>\n\n\n\n<li>Subscriber<\/li>\n\n\n\n<li>Customer<\/li>\n\n\n\n<li>Shop manager<\/li>\n\n\n\n<li>Wholesale<\/li>\n\n\n\n<li>B2B<\/li>\n\n\n\n<li>Retailer<\/li>\n<\/ul>\n\n\n\n<p><strong>Signup Discount: <\/strong>Enable this setting to offer the Referee a discount coupon on signup<\/p>\n\n\n\n<p><strong>Shopping Discount:<\/strong> Enable this setting to allow the Referee to get a discount coupon after completing the first order<\/p>\n\n\n\n<p>Click \u201cSave Changes\u201d when you are done!&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/S3CsJBznPPo6X2Cr9JuSaHE6_r29eUmJTkORqsrbsD7hYSUEVX_TFDODQwaO8VubMb7LzfXggR9w45ON3oX_S_wfYTaIWjXJcb-oHw_5dhjym7M32TXK1oVbkuVCyE7KWhKJidfS52r4F32ok1Fa_I4\" alt=\"\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Offering Referrals on Social Platforms&nbsp;&nbsp;<\/h3>\n\n\n\n<p>Go to <strong>WooCommerce <\/strong>&gt; <strong>Refer a Friend <\/strong>&gt; <strong>Social Shares<\/strong>. From here, you can configure the Social Shares settings.<\/p>\n\n\n\n<p><strong>Enable Social Share:<\/strong> Enable if you want to offer social sharing<\/p>\n\n\n\n<p><strong>Enable Facebook Share:<\/strong> Enable if you want to offer Facebook sharing<\/p>\n\n\n\n<p><strong>Enable Twitter Share:<\/strong> Enable if you want to enable Twitter sharing<\/p>\n\n\n\n<p><strong>Enable WhatsApp Share: <\/strong>Enable if you want to offer WhatsApp sharing<\/p>\n\n\n\n<p><strong>Social Share Description:<\/strong> Add a description that you want to send when a customer clicks on the social sharing button. The referral code will be automatically added at the end of the content<\/p>\n\n\n\n<p>Click \u201cSave Changes\u201d when you are done!&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/ZnHJVrsbHbkLKq6V59tmRQa5478ovFQrUDvGPy6jo4WCf3W37tm3N_7of8Inh_gJchIK3tCZjrfHX615shCDfamuq-Ih3qUj6KEZd7V-CHk3umYkyeup7NUo79euvROkXfek5P_WM6pnpArik6NvzrM\" alt=\"\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Viewing All Coupons in the Referee Coupons Log<\/h3>\n\n\n\n<p>Go to <strong>WooCommerce <\/strong>&gt; <strong>Refer a Friend <\/strong>&gt; <strong>Referee Coupons<\/strong>. You will see a detailed log of referee coupons. You can also add a coupon code to see its details.<\/p>\n\n\n\n<p>The information displayed in this section includes:&nbsp;<\/p>\n\n\n\n<p><strong>Coupon Code:<\/strong> Code of each coupon&nbsp;<\/p>\n\n\n\n<p><strong>Type: <\/strong>Type of coupon fixed\/percentage<\/p>\n\n\n\n<p><strong>Amount:<\/strong> Amount of discount given on the coupon&nbsp;<\/p>\n\n\n\n<p><strong>Referred to:<\/strong> Email of the person the coupon is referred to<\/p>\n\n\n\n<p><strong>Referred by: <\/strong>Email of the person the coupon is referred by<\/p>\n\n\n\n<p><strong>Rule:<\/strong> The rule based on which the discount was given&nbsp;<\/p>\n\n\n\n<p><strong>Use:<\/strong> Used or not<\/p>\n\n\n\n<p><strong>Expiry:<\/strong> Expiry date of the coupon&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/GtwnyTFj2hAtcy-u9wZZhoMZZsYWNMGPR0SxF4f8ohdKg3n8xstzyF0B2Le9kVOR_-5atxk3Iu0CTsRvOi_2rS1dtrg7mQy3usfFnzWXNb_m1gVbG34mXmlyCJ4oQWqEHdZH_dU0BErGCU0yrg_5TaM\" alt=\"\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Tracking Coupons through Referrer Coupons Log<\/h3>\n\n\n\n<p>Go to <strong>WooCommerce <\/strong>&gt; <strong>Refer a Friend<\/strong> &gt; <strong>Referrer Coupons.<\/strong> You will see a detailed log of referrer coupons. You can also search for a coupon code to see its details.<\/p>\n\n\n\n<p>The information displayed in this section includes:&nbsp;<\/p>\n\n\n\n<p><strong>Coupon Code:<\/strong> Code of each coupon&nbsp;<\/p>\n\n\n\n<p><strong>Type:<\/strong> Type of coupon fixed\/percentage<\/p>\n\n\n\n<p><strong>Amount: <\/strong>Amount of discount given on the coupon&nbsp;<\/p>\n\n\n\n<p><strong>Referred to: <\/strong>Email of the person the coupon is referred to<\/p>\n\n\n\n<p><strong>Rule:<\/strong> The rule based on which the discount was given&nbsp;<\/p>\n\n\n\n<p><strong>Use: <\/strong>Used or not<\/p>\n\n\n\n<p><strong>Expiry: <\/strong>Expiry date of the coupon&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/r1lALDkHjy-WuUVRCeDvDuJxX4At4YIOYV6qwlC5DoypGwepvXaDv37PwapJX2cokcyzyhZ9K_KB5WEi_QqH8fUd6jNNviuB84T6Nw4rdLbbckG2AVHc1fiAmSylG28Rb1tjUpncLKPorUs-lrpK7SY\" alt=\"\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Customizing Referral Details<\/h3>\n\n\n\n<p>Go to <strong>WooCommerce <\/strong>&gt; <strong>Refer a Friend<\/strong> &gt; <strong>General Settings<\/strong>. From here, you can configure the General Settings of the plugin.&nbsp;<\/p>\n\n\n\n<p><strong>Customize headings and descriptions: <\/strong>Enable this option to customize section headings, text, and other labels<\/p>\n\n\n\n<p><strong>Referral Section Heading:<\/strong> Enter a custom heading (If empty, no heading will be shown to the referrer)<\/p>\n\n\n\n<p><strong>Referral Section Description: <\/strong>Add a description (If empty, no description will be displayed to the referrer)<\/p>\n\n\n\n<p><strong>Referral Code Field Heading:<\/strong> Enter a custom heading (If left empty, the heading will not appear)<\/p>\n\n\n\n<p><strong>Referral Code Field Description:<\/strong> Enter a custom description (If left empty, the description will not appear)&nbsp;<\/p>\n\n\n\n<p>Click \u201cSave Changes\u201d when you are done!&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/X9LSPtu8-Ug_Ky2QROr5qKCYl9LUAmFysvlHhMjeNzcVnappr-nqynDha2lNXJKpVvZc356oFjrC0kbUd_pPnWwo7QWarvmj7kmvHLTqCMrlfeatQRR1jKDcetp1prdZjwiWnPlIoDWvKdcejmj7jtQ\" alt=\"\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Customizing Referral Email Templates<\/h3>\n\n\n\n<p>Go to <strong>WooCommerce <\/strong>&gt; <strong>Settings <\/strong>&gt; <strong>Emails<\/strong>.&nbsp;<\/p>\n\n\n\n<p>Using the WooCommerce Refer a Friend plugin, you can customize a referral email using different templates.<\/p>\n\n\n\n<p><strong>Email Sender Options:<\/strong><\/p>\n\n\n\n<p>&#8220;From&#8221; name: Specify how the sender name will appear in the outgoing emails<\/p>\n\n\n\n<p>&#8220;From&#8221; address: Specify how the sender email will appear in the outgoing emails<\/p>\n\n\n\n<p><strong>Email Template:<\/strong><\/p>\n\n\n\n<p>Header image: Enter the Url to an image you want to show in the email header <em>(You can upload images using the media uploader)<\/em><\/p>\n\n\n\n<p>Footer text: Enter the text that will appear in the footer of all referral emails<\/p>\n\n\n\n<p>Base color: Select the base color for all email templates<\/p>\n\n\n\n<p>Background color: Select the background color for all email templates<\/p>\n\n\n\n<p>Body text color: Select the body text color for all email templates<\/p>\n\n\n\n<p><strong>Store Management Insights:<\/strong><\/p>\n\n\n\n<p>Enable email insights: Checkmark to receive email notifications with additional guidance to complete the basic store setup and helpful insights<\/p>\n\n\n\n<p>Click \u201cSave Changes\u201d when you are done!&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/K28fKKdsWb3ijSUfFyZ_jtJOaOJ11NDxF8uyAIhALe6X56eEu8sGXLRW-Hqg2cGezsXz1Qj94MtJpwFnP1Z_mT8lfqXMpnQJqxO5-gIRmLSJLqSmyIT4Ru4k2SQ6jUoY60AAo2MaEVl9C6xW21XP8Q0\" alt=\"\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Creating a New Referral Rule Configuring Referrer Discount&nbsp; Go to WooCommerce &gt; Refer a Friend &gt; Referrer Discount. From here, you can configure the following settings for Referrer Discount.&nbsp; Referrer Discount: Enable this setting if you want to enable a discount for the referrer Share Type: Select the share type you want the referrer to [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1753,"parent":2119,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"template-parts\/documentation-template.php","meta":{"_themeisle_gutenberg_block_has_review":false,"footnotes":""},"class_list":["post-2127","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Setting Up A Referral System in Your Store - Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/addify.store\/documentation\/woocommerce\/refer-a-friend-for-woocommerce\/setting-up-a-referral-system-in-your-store\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting Up A Referral System in Your Store - Documentation\" \/>\n<meta property=\"og:description\" content=\"Creating a New Referral Rule Configuring Referrer Discount&nbsp; Go to WooCommerce &gt; Refer a Friend &gt; Referrer Discount. 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