Running a referral program is a tried-and-tested technique to acquire new customers and grow your business smoothly.

With Automizely Loyalty, you can easily initiate a referral program to turn current customers into brand advocates for better brand promotion and high sales growth.

Steps to kick off a referral campaign:

Note: Make sure your store is connected, as this referral program feature will work only then.
Just login to your Automizely Loyalty account and click on the ‘Enabled’ option of the ‘Referral status’ section.

Set the ‘Discount value’ for your advocates (referrers). Be careful while entering the value because your brand advocates will get a coupon code on their email ID as a reward when a referee makes the first successful purchase from your store.

In case you want to offer a discount based on a particular cart value, click on the given checkbox and define the value. For example:


Now mention the discount value for referees (referred friends). Again, be attentive while setting this value because when a referee visits your store after clicking on a referral link, he/she will get a coupon code of the amount you’ve mentioned in the ‘Discount value’ field.

In case you want to offer a discount based on a particular cart value, click on the given checkbox and define the value.


Tap on the ‘Save’ button to finish the process.

Now, you’ll see a referral program running on your store like this:


Are there any other details that I need to be aware of?

In case your customer has already logged in to your store, their email address will automatically be saved. It means they don’t have to enter their email ID again to get the referral invite link.

Once your customers click on the ‘Get invite link’ button, a unique link will be generated. It can be shared via Email, Facebook, and Twitter. Even your customers can copy it to the clipboard and share it in a way they like.

Once a successful referral connection is established, your customers-cum-brand advocates will receive their reward (discount coupon) in the following email template.


In case you come across any issue, contact our support team now. They would love to lend you a hand 👍
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