Referral program

The referral program turns your customers into your marketing. A customer shares their card with a friend. When the friend joins, both can get a bonus.

Set it up#

1. Go to Cards and open your card (or create one).
2. Go to the Information step.
3. Under Referral program, choose Active.
4. Under Get bonus at the moment when, choose when the bonus is given.
5. Under Stamps count for referrer, choose how many stamps the customer who shares the card receives.
6. Under Stamps count for new customer, choose how many stamps the new friend receives when they join.
7. Save the card.

How a customer shares their card#

On iPhone (Apple Wallet):

1. Open the card in Wallet.
2. Tap the three-dot icon at the top right.
3. Tap Pass Details.
4. Tap Share card.
5. A QR code and sharing options appear. Choose how to send it.

On Android:

1. Open the card.
2. Tap Details.
3. Tap Share card.
4. Choose how to send it.

Track it#

On the Dashboard, the Referrals and Referral analytics tabs show how many cards were shared, how many were installed through referrals, how many new members came from referrals, and the revenue they brought.

Tips#

• Make the reward worth sharing for. One stamp is not much. Two or three stamps for both sides is better.
• Tell customers it exists. Many will not find Share card on their own. A line on the counter or in a push message is enough.