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The Rise referral program was built to help you convert your loyal customers into brand ambassadors, by encouraging them to bring new customers to your store.

The program will allow your customers to refer their friends to your store whilst incentivizing them to purchase by providing a discount for their first purchase. Once the referred party creates a purchase from your store, the referrer will be rewarded as well, creating a win-win-win situation 😄

To learn how to set up the Referral program, check out this article.

How does it work?

Each customer has a unique referral link they can share with friends and family. Customers can find their link in the store widget, rewards page or in all emails sent through Rise.

Once the person they've shared the link with clicks the link, they will be directed to your website, and a discount code will automatically be applied to their checkout.

They can then add items to their cart, and when proceeding to checkout, they will see the discount code on the checkout page.

Once they insert their email at checkout, Rise will make sure this is the customer's first purchase in the store (as our referral program rewards new customers only). If they have already purchased in your store in the past, the discount code will be canceled.

Then, once the referred party pays, the referrer will get their reward. All referral rewards are accumulated on the referrer's loyalty card code, which allows them to easily manage all rewards they've received from referrals.

Q: What is considered a “Successful referral”?

A: A successful referral is when a customer who has never purchased in the store before, clicks the referral link and purchases through that link.

Q: How does Rise prevent referral abuse?

A: When an order is made via a referral link our system checks that it was not made from the same email of the referrer. The system also checks that the IP address used on the purchase is different than the IP address used by the referrer.

Q: How can I test out the Referral program?

A: Because we don't reward customers where the referrer and the referred use the same IP address, you will have to make sure that when testing your referral program, the two accounts are on different IP addresses and that it is the referred's first purchase at your store.

Another option is to create a new customer that has never bought in your store (create an account in your store). Then head to your Customers tab in your Rise dashboard, search for this customer and open their card. From here all you need to do is copy their referral link, and test the referral program using this link 😄

Q. What happens if I have an automatic Shopify discount code set up?

A. If you have an automatic discount in your store, this will override the referral discount and will cancel the referral all together. Meaning, if you'd like to create a store-wide discount, we'd recommend creating it as a separate discount code that doesn't apply automatically and explaining to customers that they cannot use both codes at checkout.

Q: Can I limit the referral purchase?

A: It isn't possible to limit the initial discount the referred party receives to orders over a certain amount or to purchases of specific products, but you can limit it for the reward that is sent to the referrer.

To do so, head to the referral workflow you set up. Here you can add a condition that only if it's met by the referred party's purchase, the referrer will receive the reward. This includes total spent on the order, subtotal spent and product IDs (the reward will be issued to the referrer only if certain products are in the referred's cart).

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