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GuidesReferrals

Referral programs

This page covers the end-customer referral program — the loyalty feature where your own customers refer each other and earn loyalty points. It lives under Loyalty in the admin and the route is /dashboard/{workspaceSlug}/referrals.

Different from Settings → Refer & Earn — that’s where you refer Active Reach to other businesses for credits / cash / strategic partnership terms. See Refer & Earn. The two concepts share the word “referral” but the audience and motion are opposite: here, your customer refers another customer for loyalty points; there, you refer Active Reach to peers for platform commissions.

Go to Loyalty → Referrals to manage your referral tracking and rewards.

How it works

  1. An existing contact gets a unique referral link or referral code
  2. They share it with friends via WhatsApp, email, or social media
  3. The friend signs up or makes a purchase using the link/code
  4. Both the referrer and referee receive their configured rewards (points, discounts, or credits)

Setup

  • Referrer reward — what the existing contact gets (loyalty points, credit, or discount)
  • Referee reward — what the new contact gets (welcome bonus, first-purchase discount)
  • Qualifying event — what the referee must do to trigger rewards (signup, first purchase, minimum spend)
  • Limits — max referrals per contact (prevent abuse), cooldown between referrals

Dashboard

The referral dashboard shows:

  • Total referrals — all-time and this month
  • Conversion rate — % of referred contacts who completed the qualifying event
  • Revenue attributed — total revenue from referred contacts
  • Top referrers — leaderboard of most successful advocates
  • Referral source breakdown — which channels (WhatsApp, email, link) drive the most referrals

Integration with loyalty

End-customer referrals are a loyalty feature — referral rewards are issued as loyalty points (not as cash or platform credits). The referral event (referral_converted) also triggers loyalty earning rules automatically. Aggregations surface under the loyalty admin at /loyalty/referrals.

Integration with journeys

Create a journey triggered by referral_link_shared or referral_converted to automate follow-up:

  • Thank the referrer immediately
  • Nudge the referee to complete their first purchase
  • Send a milestone message when a referrer hits 10 successful referrals

What’s next

Loyalty communicationsOverview