2. Configure Referral Reward Points

Go to Settings >Point Of Sale > Loyalty Membership Point

Here You can see that first, we configure the Referral Reward Points. Referrers will earn Loyalty Points when a referred customer successfully uses their referral code during a Purchase of a Product.

3. Assign Referral Code

All the present customers have a referral code assigned to them during installation time.

Note: Do not Uninstall POS Refer Customer And Earn Loyalty Point module if the module is uninstalled, and again you try to install then the referral code will change of all the customer.

4. Automatically Referral code Generate

4.1. Referral code Generate From Contact

When a new contact is created through the Contact application, a unique referral code will automatically be generated for the specific contact. This referral code will be associated with the contact and can be used for tracking referrals or other relevant activities. the contact will be notified via email with details of the referral code, ensuring they are informed and can utilize the Referral code as needed. The email notification will include all necessary information about the referral code, along with any applicable instructions or benefits tied to its use.

Mobile and Email Fields Are Required In Contact, without Filling it New Contact Will not created as shown in image.

If a mobile number entered in the contact form already exists, a pop-up notification will appear to inform the user. The notification will display the message: “This Mobile Number is already registered. Please use a different Mobile Number.”

If an email address entered in the contact form already exists in the database, a pop-up notification will appear to alert the user. The notification will display the message: “This email is already registered. Please use a different email address.”

4.2. Customer Name,Mobile and Email Fields Are Required

Customer Name,Mobile and Email Fields Are Required In POS customer create Form

If a mobile number entered in the contact form already exists, a pop-up notification will appear to inform the user. The notification will display the message: “This Mobile Number is already registered. Please use a different Mobile Number.”

If an email address entered in the contact form already exists, a pop-up notification will appear to alert the user. The notification will display the message: “This email is already registered. Please use a different email address.”

4.3. Referral code Generate From POS And Mail Will Be sent Automatically

When a new contact is created through the Point of Sale, a unique referral code will be automatically generated for that contact. This referral code will be linked directly to the contact and can be used for referral tracking or other related purposes. the contact will receive an email notification containing their referral code. The email will provide clear and detailed information about the referral code, including any benefits or instructions on how to use it. This process ensures that the contact is informed and can easily take advantage of the referral code.

5. Customer Purchase Product

Following validate the bill, if new Customer enter Referral Code Referral by will receive Referral Reward Points as configured.

6. Loyalty Card

Go to Point Of Sale > Products > Discount &Loyalty > Loyalty Program

In the Discount & Loyalty section, all the details and history of Referral loyalty cards are displayed under the Loyalty Cards tab. This feature provides a comprehensive overview of all loyalty cards associated with the loyalty program. It includes important information such as the unique loyalty card code, the current balance of Referral loyalty points, expiration dates (if applicable), and the customer or partner linked to each card. it allows businesses to easily track and manage loyalty cards, ensuring transparency and efficient customer service.

7. Automatically Added Referral Loyalty Points

7.1. Referral Loyalty Card Is Existing

Go to POS > Products > Discount & Loyalty >Loyalty Cards

In the Loyalty Card, if a customer is already registered, any new Referral loyalty points are automatically added to their existing Contact. The loyalty card list displays each customer's name along with their current balance of Referral loyalty points under the Loyalty Program section. For example, Travis Mendoza initially has 61 referral loyalty points. When Travis makes a purchase and uses a referral code, his Referral loyalty points are updated, increasing to 91 Loyalty Referral Points, reflecting the addition of 30 new referral points. This system ensures that all Referral loyalty points are tracked and updated automatically, providing a seamless experience for both the business and the customer.

An automated email is generated, including:

Points Earned for Referral: 30 points.

Current Referral Loyalty Points Balance: 91.0 points.

A personalized message thanking the customer for their referral and encouraging continued engagement.

7.2. Referral Loyalty Card Is Not Existing

Go to POS > Products > Discount & Loyalty > Loyalty Cards

The Loyalty Card system displays a list of all loyalty cards. If a customer, such as Theodore Gardner, does not have an existing loyalty card, the system indicates the absence of a loyalty card for that customer. When any new Customer makes a purchase and uses a referral code, a new loyalty card is automatically created for Theodore Gardner. This new card is generated as soon as Any New Customer makes a purchase With use of the referral code.

an automated email is sent to Theodore Gardner, which includes the following details:

Points Earned for Referral: 30 points.

Current Referral Loyalty Points Balance: 30 points.

A personalized message expressing gratitude for the referral and encouraging further engagement with the program. This process ensures a seamless and automated experience for customers, rewarding them promptly while keeping them informed and appreciated.

8. Referrals

In the Loyalty Card, you can track how many customers have used a specific referral code assigned to a particular customer. To do this, locate the specific customer in the Loyalty Card list and click on their name. In the customer details view, you will find a Referrals button. Clicking on this button will display a detailed list of all the customers who have used that specific customer's referral code. This feature provides a convenient and efficient way to monitor referral activity, helping businesses reward customers appropriately and analyze the effectiveness of their referral program.