Guides

Referral Program

The referral program is a double-sided incentive intended to acquire new users while rewarding existing users. Credits must be enabled for your organization in order to utilize this feature.

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Overview

The referral program is a double-sided incentive used to acquire new users while rewarding existing users.

The referee (person invited) receives a flat discount on their first order and the referrer (person who invited the new user) receives credit added to their account after the referee's order is complete.

Content placements for this program are displayed on web only.

How It Works

Customers who have placed at least one completed order can invite new users who either 1) do not have a shopping account, or 2) have an account but have never placed an order.

  1. The referrer can find their personal invite link and code for sharing on their account page after their first order is complete.
  2. The referrer will share either their invite promo code for the referee to apply directly at checkout, or their invite link that will take the referee to a unique create account screen for this program.
    1. If the referee creates an account through the invite link, the invite code and discount will be automatically applied at checkout.
    2. If the referee already has an account, but has never placed an order, they will need to log in from the invite link in order for the code and discount to automatically apply at checkout.
  3. The referee will receive a flat discount on their first order if the invite code is applied.
  4. The referrer will receive credit added to their account after the referees order is complete.

Additional Details

  • Discount and credit amounts, as well as the order minimum for the discount, are all configurable within Foxtrot.
    • Any changes to these fields will update all associated site placements dynamically.
  • User's can refer up to 5 friends. This amount is not configurable.
  • A user’s associated invite code is generate at the time of account creation and can be found on the client user page in Foxtrot.
  • Creating an account via the invite link is no different than creating an account from any other entry point on site.
  • There is validation to prevent users from using multiple invite codes on one device and for the same shipping address. For this reason we say the program is one use per household.
  • Since credit is not added until after an order is complete, referee’s won’t earn credit on cancelled orders.
  • If Business Accounts are enabled for your organization: This program will be available for business users with the exception of business users in a custom portal.

Foxtrot User Guide

Invite Promo Code Config Page

The referral program is managed on the Invite Promo Code Config page. Details of these fields are below:

  • Invite Code Usage Enabled: Controls the backend functionality of all invite promo codes. If this is unchecked, codes can not be applied at checkout in any way. This will need to be turned on to use the feature.
  • Web Display Enabled:Controls the display of all web placements for the referral program. This will need to be turned on to use the feature.
    • Web placements include: footer, account menu, account page, /account/invite page, /invite/{code} page, and success/failure modals.
  • Display Template: Configurable message that displays when an invite code is applied at checkout.
  • Inviter Credit Amount: The amount of credit the inviter(referrer) will receive after the person they invited(referee) places their first order. If this amount is updated, web placements update dynamically.
  • Max Invite Code Credit (Application to one order):The maximum amount of earned invite credit a user can apply to their order. This is not a customer facing value and should always be set to 9999.
  • Flat Discount:The flat discount amount the invited user(referee) will receive on their first order when an invite code is applied. If this amount is updated, web placements update dynamically.
  • Order Minimum:The order minimum the invited user(referee) must reach in order to be eligible for the invite code discount. If this amount is updated, web placements update dynamically.
  • Allowed Usages (Only applies to new users):This is the amount of new customers one user can invite as part of the program. This should always be set to 5.
    • Once an account is created with this value set, it cannot be changed. For that reason, this should never be updated.

Client User Page

In Foxtrot, a customers invite code can be found on the Client Users Page. Details of these fields are below:

  • User Invite Code: This is the code the user can share with friends to earn credit through the referral program.
  • Invite Promo Code Used: This field says if that specific user has ever applied an invite code themselves. If they have never used a code it will say Not Used. If they have used an invite code, it will display that specific code.

Invite Promo Code Page

In Foxtrot, invite promo codes are generated and can be view on the Invite Promo Code page. Details of these fields are below:

  • Invite codes are generated upon account creation of any client user. When codes are generated, they are listed on this page.
  • The information here will be the details of the invite code at the time of account creation, not necessarily the current details managed from the Invite Promo Code Config which overrides the information here (ie, order minimum, discount amounts).
  • The remaining usages shown here, are the remaining usages that user has.

Web Site Placements

  1. Account Menu

    1. Menu placement opens /account/invite page
    2. Placement will only appear for users with at least one completed order

  2. Account Page

    1. Placement opens /account/invite page
    2. Placement shows the number of invites a user has remaining to share
    3. Placement will only appear for users with at least one completed order

  3. Footer

    1. Footer placement opens /account/invite page
    2. Footer placement appears for all users, even if they are logged out. If user is logged out, footer placement forces login.

  4. /account/invite page

    1. This is the page where a user can find their invite link/code and learn more details about the program
    2. Link/code will only display after user places their first order

  1. /invite/{code} page

    1. This is the unique create account/welcome screen where user lands directly from an invite link

  2. Success Modal

    1. Displays when user successfully creates account or logs in from an eligible invite link

  3. Failure modal

    1. Displays after user creates an account or logs in from an ineligible invite link

  1. Invite code applied at checkout:

Failure Reasons

  1. User has already placed an order. Code can only be applied to user’s first order.
  2. Invite code is not valid.
    1. This covers multiple reasons such as (multiple device ID’s, Codes being turned off in Foxtrot).
  3. User tried to apply their own promo code.
  4. User already used an invite code.
  5. User already has an invite code applied to their account.


Updated 1 day ago