How does the referral program work?

Introduction

Roadmap Loyalty includes a built-in referral program to help you acquire new customers through word-of-mouth. Existing customers (the referrer) share your store with friends, and both parties earn rewards when the friend makes their first purchase.

How It Works

1. Referrer shares a link/code
   • Existing customers get a referral link or code to share with friends.
2. Friend makes their first purchase
   • The friend places an order using the referral code or link.
   • They receive a reward (discount, points, or both).
3. Referrer receives their reward
   • After the friend’s purchase is confirmed, the original customer automatically gets their reward.

👉 Everyone wins: the friend gets a deal, and the loyal customer gets rewarded for spreading the word.

Rewards Setup

You define the rewards in the Referral Rewards settings:

Referrer Reward (existing customer)

• Options:
  • Points (add to their balance).
  • Discount (fixed or percentage).
• Can apply to specific products, variants, or collections.
• Can require a minimum spend.
• Example: Referrer gets 20% off their next order over $50.

Friend Reward (new customer)

• Options:
  • Points (credited after first order).
  • Discount (fixed or percentage).
• Can apply to specific collections or products.
• Can require a minimum spend.
• Example: Friend gets $15 off their first order of $100+.

Purchase Types

• Rewards can apply to one-time purchases only.
• Subscription/recurring order support may be added in future releases.

Example Flow

• You (referrer): Share your referral code with a friend.
• Your Friend: Uses the code on their first order of $150 from the Perfume Minis collection and gets 100% off one item.
• You (referrer): Automatically get a 20% discount code for your next purchase.

Why Use the Referral Program?

• Customer acquisition → Turn happy customers into brand advocates.
• Trust-building → People trust recommendations from friends more than ads.
• Win-win → Both referrer and friend benefit, encouraging more sharing.
• Automated → Roadmap generates and applies discount codes automatically — no manual setup required.

Common Questions

• When does the referrer get their reward?
  • After the friend completes their first purchase successfully.
• Can I give different rewards to referrer vs. friend?
  • Yes — you set up each side separately (points or discounts).
• Can I set a minimum spend for rewards?
  • Yes — you can define thresholds for both the referrer’s reward and the friend’s reward.
• Do referral rewards stack with loyalty points?
  • Yes — customers can earn points and referral rewards at the same time.

Summary

The referral program in Roadmap works by:

• ✅ Customers sharing a referral link or code.
• ✅ Friends receiving a reward for their first purchase.
• ✅ Referrers earning their reward once the purchase is confirmed.

Rewards are fully customizable — you decide if they’re points, discounts, or both, and you can limit them by products, collections, and minimum spend.