Use Referral Setup to reward your existing members when they bring in new customers. Set up the reward — like bonus points or a discount — and the system tracks who referred whom automatically.

When to use this: When you want to reward members for bringing in new customers.

Prerequisites

• Membership Setup completed
• Reward rules defined

Referral Program List

📝 General Description

The Referral list shows all configured referral programs. Each program defines what rewards are given, to whom, and for how long. Referral programs are an effective tool for organic member growth — existing loyal customers do the recruiting.

⚙️ UI Elements

---

3.4.1 Data Grid Columns

---

3.4.2 Add / Edit Referral Program

Form Fields

Toggle Settings

Trigger Options

The trigger defines when the referral reward is actually issued:

---

3.4.3 Referral Cap Interaction

The Referral Invitation Cap configured in the Membership Group (Section 3.2) acts as a ceiling on the total referral rewards a member can accumulate across all programs.

Example:

• Gold Group has Referral Invitation Cap = $100
• "Refer a Friend" program gives referrer $20 per successful referral
• A Gold member can earn at most 5 successful referral rewards ($100 ÷ $20) before the cap is hit

[!NOTE] The cap works across ALL active referral programs. Once a member hits the cap for their group, they no longer earn referral rewards — even if they successfully recruit more members.

---

How to Edit a referral program

1. In the Referral Setup page, find the referral program you want to change.

2. Click the blue program name link. The edit form opens — it looks the same as the "Add New" form, but all fields are already filled in with the current values.

3. Change the fields you need to update.

4. Click Save to apply your changes.

✅ Expected Result: The referral program settings are saved.

[!TIP] To make changes, just click the name of any referral program in the list — the same form opens with everything already filled in. Change what you need and click Save.

---

💡 Example

Scenario: A fashion retailer launches a "Refer a Friend" campaign for 2 months.

Setup:

• Name: "July–Aug Referral Drive"
• Referrer Reward: 50 bonus points per successful referral
• Referee Reward: $5 welcome voucher on signup
• Trigger: On Signup
• Max Referrals: 10 per member
• Duration: July 1 – August 31, 2026

How it works:

1. Gold member Sarah receives a unique referral link/code via the loyalty app.
2. Sarah shares it with friend Alex.
3. Alex clicks the link and registers as a new member.

4. Immediately on registration:

• Alex receives a $5 welcome voucher (valid 30 days)
• Sarah receives 50 bonus points credited to her account

5. Sarah can refer up to 10 friends during the campaign period.

[!TIP] Referral programs work best when paired with Auto Drive SIGNUP triggers (Section 3.8) to automatically send the referee's welcome voucher and referrer's points confirmation via SMS or push notification — all without manual follow-up.

---

Access & Permissions

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.

---

Business Rules

• Records that are linked to active transactions or other modules cannot be permanently deleted
• Changes made here will take effect on POS terminals after the next sync
• Deleted records can be restored from the list using the Show Deleted filter
• All changes are logged with the user who made them and the timestamp

---

How to Delete a Referral

1. Navigate to Referral Setup from the sidebar menu.

2. Click the name or code link (blue text) of the record you want to delete. 3. In the edit form, scroll down to the bottom.

4. Click the Delete button (red button). 5. A confirmation dialog appears — click Yes to confirm deletion.

Expected Result: The record is soft-deleted — it is hidden from the active list and POS terminals but can be restored later using the "Show Deleted" filter.

[!WARNING] Records linked to active transactions or other modules cannot be deleted. The system will display an error if deletion is not allowed.

---

How to Add a New Referral

1. Navigate to Referral Setup from the sidebar menu.

2. Click the + Add New button (green button).

3. Fill in the required fields in the form.

4. Fill in any optional fields as needed.

5. Click Save to create the new referral.

✅ Expected Result: The new referral appears in the list and is available for use across the system.

---

FAQ

Q: Why is the member not receiving points? A: Check that the member's group has benefit rules configured in Membership Benefit. Also verify the transaction qualifies (minimum spend, eligible products).

Q: Can I merge duplicate member records? A: This must be done by your system administrator. Contact support with both member IDs for assistance.

Q: How do I transfer a member to a different group? A: Edit the member record and change the Membership Group field. The change takes effect immediately.

---

Troubleshooting

---

Related Menus

• Product Setup > Promotion Setup — member-only promotions
• Sales Setup > Discount Setup — member discount types
• Sales Setup > Voucher Setup — voucher redemption for members
• Setting > Membership Compulsory — require membership at checkout

---

Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

• Exact permission settings depend on your Privileges Setup configuration
• Sync timing to POS terminals depends on network conditions and sync schedule
• Some features may require additional licensing or module activation
• Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.