Learn how to configure the Referral Program in Zylu and set the rules for rewarding customers who refer new customers.

The Referral Program allows an existing customer to refer a new customer. When the new customer completes a qualifying purchase, both the referrer and the new customer (referee) can receive a bonus.

Important:

• The Referral Program can be turned ON or OFF
• A minimum billing amount can be set
• You can set a bonus for the referrer
• You can set a bonus for the referee
• A maximum bonus can be set for both
• Bonuses can be configured as a percentage or fixed amount
• The referral bonus is applied when the new customer's purchase meets the minimum billing amount

Open Referral Program Settings

From the main menu, go to:

Loyalty Programs → Referral Programs

Referral Programs Screen

Here you can:

• Enable or disable the Referral Program
• Set the minimum billing amount
• Set the referrer bonus
• Set the maximum referrer bonus
• Set the referee bonus
• Set the maximum referee bonus

Configure Referral Program

Step 1 — Enable the Referral Program

Turn ON:

Enable Referral Program

When enabled, customers can participate in the referral program.

Step 2 — Set the Minimum Billing Amount

Enter the minimum amount the new customer must spend for the referral bonus to apply.

For example:

Minimum Billing Amount: $1,500

If the new customer spends less than $1,500, the referral bonus will not apply.

If the customer spends $1,500 or more, the referral bonus can be given.

Step 3 — Set the Referrer Bonus

The Referrer is the existing customer who refers a new customer.

Enter the bonus amount or percentage the referrer should receive.

For example:

Referrer Bonus: 10%

If the eligible purchase is $2,000, the referrer receives a 10% bonus.

Step 4 — Set the Maximum Referrer Bonus

Set the maximum bonus the referrer can receive.

For example:

Referrer Bonus: 10%
Maximum Referrer Bonus: $500

If 10% of the eligible purchase is $700, the referrer will receive only $500 because that is the maximum allowed.

Step 5 — Set the Referee Bonus

The Referee is the new customer who was referred.

Enter the bonus amount or percentage the new customer should receive.

For example:

Referee Bonus: 10%

If the eligible purchase is $2,000, the new customer receives a 10% bonus.

Step 6 — Set the Maximum Referee Bonus

Set the maximum bonus the new customer can receive.

For example:

Referee Bonus: 10%
Maximum Referee Bonus: $500

If 10% of the eligible purchase is $700, the new customer will receive only $500.

Step 7 — Save the Changes

After configuring the referral settings:

• Review the minimum billing amount
• Review the referrer bonus
• Review the referee bonus
• Check the maximum bonus limits
• Click Save

The Referral Program will use these settings for eligible referrals.

How Referral Bonuses Work

A referral works in the following way:

Existing Customer → Refers New Customer → New Customer Makes a Qualifying Purchase → Bonuses Are Given

Example

Minimum Billing Amount: $1,500

Referrer Bonus: 10%
Maximum Referrer Bonus: $500

Referee Bonus: 10%
Maximum Referee Bonus: $500

If the new customer makes a qualifying purchase of $2,000:

• Referrer receives $200
• New customer receives $200

Both bonuses are within the $500 maximum.

Understanding the Bonus Limits

The maximum bonus prevents the referral reward from becoming too large.

For example:

• Purchase amount: $10,000
• Bonus: 10%
• Calculated bonus: $1,000
• Maximum bonus: $500

The customer receives $500, not $1,000.

Disable the Referral Program

If you do not want to offer referral rewards, turn OFF:

Enable Referral Program

The referral program will no longer be active.

Important Notes

• The minimum billing amount determines when a referral qualifies.
• The referrer is the customer who makes the referral.
• The referee is the new customer who is referred.
• Referrer and referee bonuses can be configured separately.
• A maximum bonus can be set for both customers.
• The bonus can be configured using the available percentage or amount option.
• Click Save after making changes.