Set up a referral program
Give every customer a link to share, reward them and their friend when the friend becomes a customer, and track referrals.
With the referral program on, every customer gets their own link. A friend who opens it sees your offer and can request a quote. When the friend becomes a customer, both get a reward. Owners and admins set it up.
Open Referrals
Go to Engage → Referrals.
Set the rewards
Under Programme settings, set the Reward for the customer who refers and the Reward for the new customer: Account credit, Discount, Gift card or No reward, with the Amount ($).
Write the offer
Add a Landing page headline (for example "Get $25 off your first order") and your Terms.
Choose when it counts
Under A referral counts when the friend, choose the conversion, and set a Cap per referrer if you want one.
Turn it on
Switch Referral programme to On and click Save programme.
Engage → Referrals with the program results and settings
Screenshot coming soon
Turning it on the first time also turns on the Referral reward thank-you automation, which tells the customer when their referral earns a reward.
Where customers find their link
- In their customer portal.
- In your emails and texts, with the referral merge fields.
- On their customer page: click Copy referral link to send it yourself.
Track referrals
Programme results shows referrals, pending, converted and rejected, the conversion rate, rewards and your top referrers. The list below shows each referral with its status.
SKUFlow checks referrals by itself and rejects:
- Same person as the referrer (same email, phone or address);
- Already a customer (they had paid you before);
- Already referred.
Use Record a referral when a customer tells you in person, Link to a customer when a referral's request became a customer you made by hand, and Reject to refuse one.