Follow the steps below to setup a referral program where the referrer receives a dollar credit for referring a new customer. Referral coupons numbers must be unique and will expire after 1 use. This coupon type can only be issued via email.
Note: All referral coupons are serialized and expire after one use.
- From the main menu, navigate to Admin > System Settings.
- Click Customer Settings and click Customer Referrals.
- Click Referral Programs.
- Click the Add New Referral Program link.
A setup window opens.
- Enter the name of the program in the Name field.
- Select the Active checkbox to make the program active in the system.
- Select the SKUs that apply to the coupon from the Qualifying SKU Filter drop-down list.
- Select the Coupon radio button as the Referral Type.
In the Referral Coupon field, select the POS coupon which will be automatically issued (via e-mail) as a reward to the referrer once the referee redeems their coupon.
Select the discount the referee will receive upon presentation of the coupon at check out from the Referred Discount drop-down.
Note: Only the discounts created at the location appear in the drop-down. To create a discount, read: Create a Discount.
All customer referral coupons are serializable. Serializable coupon codes have a prefix proceeded by a number. For example, to setup coupon code 'ABC100', 'ABC101', 'ABC102', 'ABC103', 'ABC104' and 'ABC105', the "Coupon Code Prefix" is 'ABC', the "Start Range" is '100' and the "End Range" is '105'.
Enter the coupon code prefix, start rage and end range using the fields provided.
[Optional] If there is no specific expiry date, you can specify a number of days the coupon can be used for. Note the countdown starts on the day the POS coupon is created. To setup, click the Valid For: radio button and enter the number of days in the field provided.
- Select the Restrict Same Day Redemption checkbox if the coupon should be redeemed the same day as it was issued.
- Click the Frank Redemption checkbox to frank the coupon when it has been redeemed.
Note: To frank the redemption of the coupon, Epson printer TM-H6000II is required.