Completing a referral

Key Concepts

Completed Referral: A referral that has met the required conditions such that the referrer is eligible for their reward.

Referrer / Referee: These terms distinguish the two parties in a referral. The referrer is the existing member who refers someone else to the business. The referee is the friend/new customer who was referred.

Earning Rules: The configurable rules that determine how customers earn points in the loyalty program.

Activities: A special type of earning rule used to track certain customer activities without awarding points for them.

Completing referrals on Perkville

Referrals on Perkville are marked as "completed" when referral-eligible earning rules or activities, are earned by the referee. You can decide which earning rules and activities complete a referral by toggling the Completes Referral setting on.

By toggle Completes Referrals to Yes you are making the activity eligible to complete referrals when the referred friend earns the activity

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.

Reviewing referral-eligible perks

You can get a high-level overview of which activities are elgible to complete referrals via your Rewards Program page. You will see a completes referral icon next to the earning activity.

The icon of two people indicates an activity is eligible to complete referrals

Membership restrictions and completing referrals

If rewards participation is restricted only to members this will affect how you can complete a referral.

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

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

• Activities 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.

The "Join restriction" and referrals

The join restriction setting prevents users from earning points until they join the rewards program. Ordinarily, a referred person must earn points or receive an activity to complete any pending referrals. However, if the a point earning transaction is attempted for a referred person and rejected only because they haven't joined Perkville yet, the referral is completed anyway.

In this way, the join restriction does not prevent referrals, and referred persons do not need to join Perkville before their referrals are completed.

For example, if Ted is referred to your business by Olivia, and Ted completes a purchase, which would award points, except that Ted hasn't joined Perkville yet, the referral by Olivia would still be completed, and if that referral awards points, Olivia would be awarded points.