Referral
To set up a Referral earning rule in Perkville, follow these steps:
Access referral settings: From your business dashboard, go to the "Reward Program" option located in the left navigation menu. Scroll to "Earning Activities" and select the "+" icon to create a new Referral rule.
Define points for completed referrals: Specify the number of points a customer will earn when their referred friend completes a qualifying action. A qualifying action could be making a purchase, buying a membership, or any other activity you define as necessary for completing a referral. You can set one or more qualifying actions according to your business needs.
Configure referral form layout: Choose from the following options to control how referrals are made:
Share offer layout (recommended): This layout does not include fields for customers to enter their friend's name and email. Instead, customers share the offer through their own communication tools, such as text or email. This option ensures that the referral offer is sent directly by the customer, aligning with CASL compliance best practices.
Share offer and enter friend's information layout: This layout allows customers to enter their friend's name and email address, and Perkville will send the referral offer on the business’s behalf. If you select this layout, you can also configure whether the referral requires the friend’s first and last name. This method includes the original customer’s name in the subject line and body of the email to ensure transparency.
Customize share offer call to action: Use the "Share Offer Call to Action" field to customize the call to action text for the referral offer. The default text is "Share Offer," but you can change it to something like "Share Friends and Family Offer" to better align with your business’s branding and messaging.
Referral description: Optionally, add a description to the referral rule to provide customers with additional details about the process. For example, you might specify that the referral is only considered complete if the friend purchases a membership.
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