Setting up a referral
Referral code is a unique number assigned to a customer account. A customer can use this code to refer friends to the app and get rewarded! When customer refers a friend to the app, their referred friends get some amount (defined by admin) off of their first order when they set up their account with us.
Referral code can be set up from admin dashboard. In the sidebar, navigate to Promotions, here you have the option to enable or disable (Status toggle button) referrals for your app.
On enabling referrals, Refer & Earn screen can be accessed in customer apps. In web app, it can be accessed under the profile section on the top bar and in Android and iOS apps, it can be accessed from the side menu.
Parameters defined for referral in Yelo
You can edit the following parameters in referrals.
- REFERRAL TYPE
- REFERRER DISCOUNT
- REFEREE DISCOUNT
- REFERRER MAXIMUM DISCOUNT VALUE
- REFEREE MAXIMUM DISCOUNT VALUE
- REFERRER DESCRIPTION (MAX 150 CHARACTERS)
- REFEREE DESCRIPTION (MAX 150 CHARACTERS)
- MINIMUM ORDER VALUE
Referral Type is an option to choose between percentage discount and flat discount.
If you choose percentage discount, referral discount will be calculated in percentage on subtotal of the cart when referrer or referee place order selecting the referral code.
If you choose a flat discount, referral discount will be calculated as a flat discount on the subtotal of the cart.
Referrer Discount is the discount given to the customer who uses referral code of existing customer in the add a Promo/Referral code section.
If referral type is in percentage discount, then referrer discount will be calculated in percentage on subtotal of the cart.
If referral type is flat discount, then the flat discount will be given to the referrer.
Referee Discount is the discount given to the customer whose referral code is used by a new user while placing an order. The customer can avail it from payment screen while placing an order.
If referral type is in percentage discount, then referee discount will be calculated in percentage on subtotal of the cart. If referral type is flat discount, then the flat discount will be given to the referee.
Referrer maximum discount value
If the referral type is percentage discount, then only referrer maximum discount is applicable.
The maximum referrer discount calculated on the subtotal of the cart user can avail while placing an order cannot exceed referrer maximum discount value.
Referee maximum discount value
If referral type is percentage discount, then only referee maximum discount is applicable.
The maximum referee discount calculated on the subtotal of the cart user can avail while placing an order cannot exceed referee maximum discount value.
Referrer Description (Max 150 characters)
This is the description to be shown in customer apps in refer & Earn screen.
Referee Description (Max 150 characters)
This is the description which is shared from customer apps to their respective referees.
Note: Use “<referral>” in your description. This will be replaced by the referrer’s referral code while sharing through social media.
Minimum Order Value
The minimum order value is the minimum value of cart for which the referral discount can be avail.
For instance, Minimum order value is 100 and the customer’s cart value is 50, then the referral discount cannot be avail. But when customer’s cart value equals to or above than 100, then only he is able to avail referral discount.
How to share referral code from customer apps?
Once the admin enables referrals from the admin dashboard, the user can navigate to Refer & Earn screen. In Android and iOS apps, it can be accessed from side menu on home screen and in the web app, it can be accessed under profile section on the top bar.
In this screen, The “Referrer Description “ ( as entered by admin) has shown and then the unique “Referral Code” of the customer.
Some sharing options are also provided for the customer to share their referral codes.
On these social sites, they can easily share their referral code by tapping on the respective buttons.
Admin can edit the data shared to the customers under the referee description.
For instance, “Share my referral code <referral> to get 20% off of your first order. “
Here “<referral>” text is changed by the customer referral code.
How to avail referral discounts for customers?
Both referrer and referee can avail referral discounts on their orders.
When a customer(Referee) share its referral code with his friends, then on successfully using that referral code on the first order, his friend (Referrer) can avail Referrer discounts defined by the admin only on his first order.
After placing that order successfully, Referee can also avail Referee discounts defined by the admin on his next orders.
How many referral discounts can be avail by a customer?
Referrer discounts can be available once in a lifetime and that on the first order only.
But referee discounts can be availed any number of times. A customer can invite any number of friends using his referral code. All the successfully placed order using his referral code will provide referee discounts to the Referee.
Can multiple Referral Discounts be availed by Referee in case of multiple successful referral codes in a single order?
Only a single referral discount can be availed in a single order.
For instance, if a referee has successfully shared 7 referral codes to his friends and his friends has used this referral code while placing an order. Then he can avail Referral Discounts for 7 orders.
On cancelling an order, can Referee can use the same REFERRAL DISCOUNT in his next order?
No, A referee can only use the same REFERRAL DISCOUNT only once. Even if they cancel their order, they cannot use the same CODE again.
When an order is rejected or cancelled by admin, what will happen in case of Referee?
No, A referee can only use the same REFERRAL DISCOUNT only once. Even if admin their order, they cannot use the same CODE again.
On cancelling an order, can Referrer can use the same REFERRAL DISCOUNT in his next order?
No, A Referrer can only use other customer’s Referral code only on their first order. Even if they cancel their first order, they cannot use the referee’s referral code again.
When an order is rejected or cancelled by admin, what will happen in case of Referrer?
No, Referrer can only use other customer’s Referral code only on their first order. Even admin cancelled their first order, they cannot use referee’s referral code again.
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