Advanced Referral Program Settings

Welcome to the Advanced Referral Program Settings guide! 🌟

This setup allows you to collect contact information (either an email address or a phone number) from the referred friend — adding validation, personalization, and control to your referral program. Unlike the basic setup, where referrals were frictionless, this version gives you more verification and customization options — ensuring higher-quality leads and more reliable tracking.

Let’s walk through the process! 💫

Step 1 -Overview of Advanced Referral Settings

In the earlier referral setup, friends didn’t need to share their contact information — making the process quick but harder to track. Now, you can collect either a phone number or an email address from the referred customer, ensuring a secure and traceable flow.

Step 2 - Edit Referral Settings

From your Referral Program Dashboard, click Edit Referral Setting to open the advanced configuration panel.

Step 3 - Review Current Status and Rules

Here, you’ll see your existing referral configuration and earning rules. We’ll now adjust these to collect information from referred friends.

💡 Tip: Before changing settings, note down your current configuration for future reference.

Step 4 - Enable Contact Collection

Under the Friend Information section, choose to collect either an email address or a phone number from the referred friend.

Step 5 - Select “Email Address” Option

For this example, select Email Address as the required field. You can choose Phone Number instead if that suits your brand or region better.

💡 Tip: Requiring an email helps you personalize communication and send automated onboarding messages.

Step 6 - Choose When to Reward the Referrer

Define when the referring customer receives their reward based on the friend’s order status.

Available options include:

• 🛒 Order Paid
• ✅ Order Completed
• 📦 Order Delivered

Step 7 - Add Conditional Reward Triggers

You can add conditions to trigger rewards only under specific scenarios. Click the Add Tag Condition box to define when a reward should apply — for example, only when the order is marked “Delivered.”

💡 Example: Reward only after delivery to prevent reward abuse from cancelled orders.

Step 8 - Input Tag Conditions

Enter your desired tag name (e.g., Delivered or Completed) in the provided field. This tag ensures only qualified orders trigger the reward.

Step 9 - Define Conditional Logic

Choose whether the system should:

• Trigger rewards when any one condition is met, or
• Require all conditions (status + tag) to be fulfilled.

Step 10 - Understand Combined Conditions

If both are selected, the customer will only receive the reward when:

• The order meets the status criteria (e.g., Delivered), and
• The specific tag condition is satisfied.

Step 11 - Optional – Leave Blank for Simplicity

If you prefer a straightforward flow, you can leave this section blank. Rewards will then trigger automatically based on the standard order status.

Step 12 - Save Your Advanced Settings

After defining your rules and logic, click Save to finalize your configuration. This ensures all updates are applied to your live referral program.

Step 13 - Wait and Verify

Allow about five minutes for changes to reflect on the front end. Then, return to your storefront to verify that the new referral behavior appears correctly.

Step 14 - Preview on Storefront

On the store interface, scroll to the bottom to view the Referral Program widget. Customers can still copy and share their referral links with friends.

Step 15 - Experience the New Referral Flow

When a friend opens the shared referral link, they’ll be redirected to a landing page where they’ll:

1. Enter their name and email address (or phone number).
2. Claim their discount coupon instantly.

This simple step helps you collect customer data for communication and tracking — while keeping the referral experience seamless.

Wrap-Up: You’ve Enhanced Your Referral Program!

Congratulations! 🎉 You’ve successfully configured Advanced Referral Settings in Nector.

Here’s what you’ve achieved: ✅ Collected friend contact details (email or phone) for better tracking ✅ Added order-based reward conditions for accuracy ✅ Ensured a balance between verification and user experience

With these advanced settings, your referral program is now smarter, more secure, and perfectly tuned for real customer engagement! 💚