👯Referral program

How It Works and How to Set It Up

Referral program settings

The referral program allows your existing customers to invite new customers and automatically receive rewards. A customer shares their digital card → the new customer installs the card → then performs their first action → the system gives rewards according to your settings.

You decide who receives the reward: only the referrer, only the new customer, or both.

Installing the card is a required step. Without installation, the referral logic does not work.

The system tracks referrals automatically. No integrations or manual actions are required.

⭐ How the Referral Program Works

1. The customer (referrer) opens their digital card and taps Share card.

2. The system generates a unique referral link or QR code.

3. The new customer installs the card using this referral link — this step is mandatory.

4. The new customer performs their first action (first stamp, cashback transaction, points action, etc.).

5. The system issues rewards based on your configuration:

   • only the referrer,

   • only the new customer,

   • or both.

⚠ Important

Referral rewards are given only to new customers within the same business (subaccount). If the person already exists in your customer list, no referral bonus will be awarded.

🔧 How to Enable the Referral Program

1. Open the Cards module.

2. Select the card where you want to enable the referral program.

3. Open the card editing mode.

4. Go to the Information tab.

5. Scroll down to the Referral Program section.

6. Switch the program to Active.

After activation, additional referral settings become available.

⚙️ Referral Program Settings

1. When the Reward Is Given

Choose the moment when the system should award the bonus:

• After card installation

• After first visit / first card use

2. Reward for the Referrer

Set how many stamps, points, or cashback the existing customer (referrer) receives for inviting a new user.

3. Reward for the New Customer

This is not a welcome bonus.

This is a bonus for joining your loyalty program through a referral link, awarded after installing the card and completing the first action.

You can configure:

• reward only for the referrer,

• reward only for the new customer,

• or rewards for both.

📲 How Customers Can Share Their Card

Sharing works through Apple Wallet and Google Wallet.

iOS

1. Open the card in Apple Wallet.

2. Tap the three dots (…).

3. Select Pass Details.

4. Tap Share card.

5. Choose a sharing method or copy the link.

Android

If the card is opened in Google Wallet:

1. Open the card.

2. Tap the three dots in the top-right corner (this is the Details button).

3. The back side of the card will open.

4. Tap Share card.

5. Choose a sharing method or copy the link.

If the card is added to the home screen (PWA):

1. Open the card.

2. Tap Details.

3. The back side of the card will open.

4. Tap Share card.

5. Choose a sharing method or copy the link.

Each link is unique and tied to the specific customer.

🧩 Supported Card Types

The referral program is supported on:

✔ Discount Card ✔ Stamp Card ✔ Cashback Card ✔ Multipass Card ✔ Reward / Points Card

Not supported:

✘ Coupon Card ✘ Gift Card ✘ Membership Card

These card types do not support new customer event tracking.

📝 Notes & Limitations

• Referral rewards apply only to new customers.

• If the user already exists in your business, no rewards will be issued.

• The Share card button must be enabled in card settings.

• Make sure your stamps, cashback rules, and points logic are configured correctly — they determine the rewards.

🎉 Summary

The referral program helps your business grow organically through customer recommendations. Customers share their card, new users join, and rewards are issued automatically according to your rules.

If you need help configuring your referral program, we’re always here to support you..