> For the complete documentation index, see [llms.txt](https://docs.perkville.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.perkville.com/features/referrals.md).

# Referrals

The **Referrals** feature in Perkville enables businesses to grow organically by rewarding members for bringing in new customers. With this system, existing members can refer friends, family, or colleagues and earn points when their referrals sign up and complete qualifying activities. This helps increase membership while rewarding customer advocacy.

Referrals can be shared via email, social media, or personalized referral links, making it easy for members to promote your business. Referred friends can receive a referral offer, and the referring customer can earn a reward when the referral is completed according to your program settings.

{% hint style="info" %}
Use referrals to...

* Encourage member-driven growth
* Reward loyalty and advocacy
* Track referral success and performance
* Customize referral messages and point values
  {% endhint %}

{% hint style="info" %}
Want referred prospects to appear in your CRM, sales, or membership platform? See [Referral lead syncs](/features/referrals/referral-lead-syncs.md). Referral capture in Perkville and prospect creation in another system are separate steps.
{% endhint %}

## Referral flow

{% stepper %}
{% step %}

### Share referral offer

Your customers view the referral page where they are prompted to share your referral offer with their friends. Perkville prompts customers to visit this page on your loyalty program's web pages and in program emails.

<figure><img src="https://2181708597-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSiE75SeColbiBVbet0NZ%2Fuploads%2FtjBConmJ8rw9l8WuxTq3%2FPerkville_share_referral_offer_page.png?alt=media&#x26;token=4ff1fdd6-7d25-4cdb-8585-2660d96ec7da" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

## Receive referral offer

Your customer's friend receives the referral offer, typically via text message or email.

<figure><img src="https://2181708597-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSiE75SeColbiBVbet0NZ%2Fuploads%2Fk0KgqgiQoaMRbXtLYkQJ%2FReferral_offer_sent_by_text.png?alt=media&#x26;token=2525ec99-0e46-4de5-9ee5-661ba5e05d24" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

## View offer details

The friend clicks on the referral offer to view its details.

<figure><img src="https://2181708597-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSiE75SeColbiBVbet0NZ%2Fuploads%2F3rniNCa82Z5erBu8tA9r%2Fimage.png?alt=media&#x26;token=65544117-120b-487c-9797-27d2cd249d52" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

## Claim Offer

The friend claims the referral offer.

If your business has a supported [referral lead sync](/features/referrals/referral-lead-syncs.md), this claim can also trigger creation of the prospect in the configured destination system.

<figure><img src="https://2181708597-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSiE75SeColbiBVbet0NZ%2Fuploads%2FMvCEzTd4soWzoBv5zX20%2Fimage.png?alt=media&#x26;token=cb18115b-4827-4fe8-9800-43871b5584e5" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Receive Voucher

The friend receives the referral offer voucher with instructions on how to use it. Perkville vouchers support various redemption methods, including manual processing, single-use or multi-use coupon codes, and in some cases, automatic integration with your point of sale or membership system.

<figure><img src="https://2181708597-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSiE75SeColbiBVbet0NZ%2Fuploads%2FWM1uu0TmQ2k1phzDpV7a%2Fimage.png?alt=media&#x26;token=dcf501d9-81fe-4b58-89c2-06c7f4a4497b" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Earn points for completed referral

When the friend completes a qualifying action defined by you, such as making a purchase or buying a membership, your customer earns the configured reward for the completed referral.
{% endstep %}
{% endstepper %}


---

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