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          • Page to initiate the PKCE flow.
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            • 1. Share referral offer
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  • FAQs
    • End customer FAQs
      • I'm unable to join a business' loyalty program. What should I do?
      • Freeing up your Gmail address if you accidentally created a duplicate account
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      • Protecting against password reuse
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      • Answering "How can I deactivate my Perkville points account?"
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    • Redemptions
      • A customer accidentally redeemed a reward. What should I do?
    • Referrals
      • Can you reward a customer for referring their friend?
      • Do referral offers expire and if so, is the referral notified?
      • I don't want customers to automatically get referral points. I want to manually complete referrals.
      • Referral submission error for front desk staff
      • How do I check if a referral has been submitted and its status?
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  • Completing referrals on Perkville
  • Membership restrictions and completing referrals
  • Multiple referrals count

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  1. Features
  2. Loyalty program rules
  3. Earning rules
  4. Referral

Completing a referral

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Last updated 1 month ago

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Completing referrals on Perkville

Referrals on Perkville are marked as "completed" when actions, specified by or , are fulfilled by the referee. You can decide which earning rules and activities complete a referral by toggling the "Completes Referral" setting to "Yes". Let's break it down:

  1. Earning rules: These are rules that earn points such as 1 point per dollar spent. Let's say that you have such an earning rule and its "Completes Referral" toggle is set to "Yes". If a customer refers someone and that person makes a purchase and earns points via this rule then the referral will be marked as complete, and the referrer will earn referral points.

    1. Exception: If the flag is True, and this is the reason points were not awarded, the referral is still completed.

  2. Activities: Alternatively, activities can also mark referrals as completed. This is useful when you want a certain action to complete a referral without necessarily earning points. For example, a gym might want "new membership joins" to complete a referral but not to earn points since the person just became a member and may not yet be aware of the loyalty program.

Example Scenario:

  • Dave refers his friend Melissa.

  • Melissa visits the business and makes a purchase, satisfying an earning rule that completes the referral.

  • Since the earning rule's "Completes Referral" toggle is set to "Yes", Dave earns points for the referral.

Membership restrictions and completing referrals

If rewards participation is this will affect how you can complete a referral.

  • Earning activities will not be awarded to non-members and not complete referrals

  • If you an earning activity to a non-member, any referrals will complete

  • will trigger referral completions for non-members

Multiple referrals count

If an individual is referred to your business by multiple other individuals, all of the referrers will receive bonus points.

For example, if Elise is referred to your business by Samantha and Sarah, both Samantha and Sarah will receive bonus points and their referrals will be marked as completed.

earning rules
activities
"Do not let users earn or redeem before they join the rewards program"
manually award
Activities
restricted only to members