Make sure to allow your customers to register for an account (Optional)
In your Shopify store -> Settings -> Checkout, make sure you set "Customer Accounts" field to: Accounts are optional or Accounts are required. (This is will be useful as your customers can login and view the referral rewards they earned).
Make sure to enable the Account Registration for your customers (Optional)
In your WordPress dashboard -> WooCommerce -> Settings -> Accounts & Privacy tab, make sure that you have enabled (checked) the following two options
Allow customers to create an account during checkout
Allow customers to create an account on the "My account" page
WooCommerce Checkout Settings
Make sure you have at least 2.5.0 or later version of the Retainful plugin. The referral support for WooCommerce is only available in the latest version of the Retainful plugin. If you are using a lower version, please update to the latest version
Type of Referral Rewards
You can offer three types of rewards to your existing customers and their friends for referring & getting referred.
Fixed Amount Discount: It is a flat discount amount. Example: You get $20 and your friend gets $20. That is, the friend will get a $20 coupon code on his first purchase. Upon his successful purchase through the referral, the customer who referred the friend will get $20 coupon code
Percentage discount: You can also offer a percentage discount. Example: You get 5% and your friend gets 5%.
Free Shipping coupon: It is a free shipping offer
NOTE: You can mix and match these reward types. That is, the advocate can have one type of reward, the friend can have another type of reward. Example: You get $10, your friend gets 5% coupon code.
Referral Program Configuration
In three simple steps, you will be able to start a Referral Program for your store
Configure Advocate Reward
Configure Friend Reward
Enable the Referral program
1. Configure Advocate Reward
Make sure that you have logged into your Retainful dashboard. Go to the Referrals menu to get started with the configuration.
In the Advocate reward section, click the "Edit" button
Choose the type of reward you would like to offer.
In the following screen, configure the reward
Referral Program: Advocate Reward Configuration in Retainful
Reward Title: You can enter the reward name that you wish to display in the emails, widgets and popups here.
Reward value: The value of the coupon code. When the customer's friend makes a successful purchase, a coupon code with the value set here will be generated and sent to the customer. Example: 20 (Do not enter any symbols. Examples of accepted values: 10, 10.00 (use dot as the decimal separator)
Minimum spending Required (Optional): This is an optional setting. Useful when you would like to set a minimum spending limit for the reward.
Prefix for discount code (Optional): You can set a coupon prefix. Example: ACME_ So when a coupon code is generated, it will look like: ACME_VENKY5TTD
Reward validity (Optional): You can set an expiry for the coupon code. It is recommended to have a validity for the reward so that people claim the reward as quickly as possible. You can consider at least 30 days of validity.
Click "Save changes" to save the reward.
2. Configure Friend Reward
Configuring Friend Reward
Click on the "Edit" button in the Friend Reward section to get started with the configuration.
Choose the reward type
Configure the reward settings. The settings are quite similar to the "advocate's reward settings"
3. Enable the Reward Program
Once configured both the Advocate and the Friend Rewards, you will be able to enable the Referral program for your store.
Enabling the Referral Program
For WooCommerce stores:
After enabling the Referral program in Retainful dashboard, go to your WordPress dashboard -> Retainful -> Settings and Set 'Yes' for 'Enable Referral program for your store?'