Configuring Refer a Friend

Procedure

  1. Navigate to Loyalty > Refer a Friend.
  2. Click Configure Refer a Friend.
  3. In the Configure Refer a Friend page, enter the external program name that is displayed as the title of your Refer A Friend program.
  4. In the Description field, enter a descripton that prompts your customers to refer their friends.
  5. In the How it Works field, describe what your customers are rewarded if they refer friends.
  6. In the Terms & Conditions text box, describe any rules or legal information about the program.
  7. Set the Awards & Limits by selecting the appropriate radio buttons. See Award & Limits Options for more information.
  8. Optionally, you can upload an image in the Upload an Image for your Refer a Friend program section. To do so, click Browse to find the image and then click Upload.

    Image Requirements:

    • JPG, PNG, BMP, GIF formats
    • File size must be less than 1MB
  9. Click Done.
  10. In the Configure Refer a Friend page, set the Status to Enabled to make the feature available to customers.
  11. Alternatively, set the Status to Disabled to hide the feature from your customers.
    Note:

    • Clicking Disable can cause an existing Refer a Friend site to suddenly be displayed empty.

    • If you are currently supporting a Refer a Friend page, and wish to discontinue it for some time, contact Reward Customer Loyalty Management for assistance.

    • As a rule, you should not change this setting from Enabled to Disabled until you have consulted Reward Account Management.