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Configure referring customer or advocate reward
Configure referring customer or advocate reward

How to set up a referring customer reward

Maggie avatar
Written by Maggie
Updated over a week ago


Having your customers refer their friends is a great way to increase traffic to your store. Ensuring that these same customers, both existing and new, are rewarded is supercharging this process and setting it up for success.


πŸ“‹ Note: A default Advocate reward of $5 is automatically set up upon activating a Smile referral program. To customize your Advocate reward, you must first delete the existing Advocate reward from the Referrals Page

What a Referring Customer (Advocate) reward is

Customer Advocates are the customers who send a referral URL to their friend(s). They can access their referral URL by clicking the launcher and scrolling down to the referral section. You can see how that works here.

The Advocate refers their friend(s) by sending them their referral URL. When the Friend clicks the URL and enters their email to join the loyalty program they will get their reward. If the Friend goes on to make a purchase, the Advocate will get their reward.

How to set an Referring Customer reward

To set up the Advocate (or referral sender) reward for your program, select Change in the Referring Customer Reward section of your referral program page - delete the current reward, then add a new reward.

You then have the choice of any of the following rewards:

  • Fixed amount discount ($ off)

  • Free shipping discount

  • Percentage off discount

  • Free product at checkout (βœ… - available on the Smile Growth plan or above -- see pricing)

  • Points

πŸ“ Smile Pro Tip: If you're running the Recharge Smile App, you can also offer a Recharge discount as a reward!

To set up an Advocate reward:

1. Select the one you'd like by clicking the Add reward button next to the corresponding reward

2. Fill in the required fields to complete the reward setup (fields may differ based on the reward selected):

πŸ“‹ Note: If you are a Shopify merchant, you have the option of putting conditions on when the Advocate reward may be redeemed. This could be either limiting the reward to certain product Collections or orders over a specific amount, and can be set in the Reward details section.
πŸ“ Smile Pro Tip: To help prevent referral fraud we strongly recommend that you set a minimum order amount and set your referral reward to 10-20% of your average order value.

3. Click Save to activate your reward

Once the reward is created, customers will be able to see it in in your customer Panel's Referral card.

Additional customization

You can take your Advocate reward to the next level by customizing its Display:

  • Reward name

  • Reward details (shown in the customer Panel)

  • Reward instructions (included in email notification)

  • Custom reward icon

Once you've saved your desired Display changes, customers will be able to see them in your customer Panel and email notifications after successful referrals.

What's next?

Configure referred friend reward
​Learn more

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