1. Documentation /
  2. Refer a Friend

Refer a Friend

Setup a simple referral program to let your customers refer their friends to earn discounts.

Installation

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  1. Download the .zip file from your WooCommerce account.
  2. Go toWordPress Admin > Plugins > Add New and Upload Plugin.
  3. Choose file with the file you have downloaded in step 1.
  4. Install Now and Activate Plugin.

More information at Install and Activate Plugins/Extensions.


After activating the Refer a Friend extension, you will see a new “Refer a Friend” option under the WooCommerce menu in your WordPress Admin panel. Click to access the extension settings.

Referrer Discount Settings:

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Go to WooCommerce > Refer a Friend > Referrer Discounts tab to access referrer settings. Here you can customize the following options:

  • Record referral via link or referral code at registration
  • Customize coupon prefix and expiry date
  • Offer discount in fixed or percentage amount
  • Add minimum/maximum cart limit to grant discount coupon
  • Include/exclude categories for discount
  • Restrict referral program by user roles
  • Reward referrer on signup or after first order
  • Shortcode to display referral program details on any page

Note: Percentage amount is the percentage value of first order placed by referee. The discount will be awarded once the order is assigned the “Completed” status.

Referrer Discount Coupons Log

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The Refer a Friend extension maintains a log of generated discount coupons for referrers’ along with the coupon expiry date, status and referee email addresses.

Referee Discount Settings:

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Go to WooCommerce > Refer a Friend > Referee Discounts tab to access referrer settings. Here you can customize the following options:

  • Enable option to offer discounts to referee
  • Add coupon prefix and expiry date
  • Offer discount in fixed amount or percentage off first order value
  • Add min/max cart range to grant discount coupon
  • Add custom heading to display referral code field on signup form
  • Include/exclude categories for discount
  • Restrict referral program by user roles
  • Reward referrer on signup or after first order

Referee Discount Coupons Log

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Refer a Friend maintains a log of generated discount coupons for referees’ along with the coupon expiry date, status and referee email addresses.

Social Sharing Settings

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You can enable specific social sharing buttons to let customers share the referral code/link with a single click with their friends and family members.

General Settings

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Using the general settings tab, you can customize heading and other content displayed in Referral details section displayed in My-Account or any other page using the short code.

Email Settings

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Once the extension is installed, 5 emails are automatically created in order to share referral codes and discount coupons generated for referrer and referee.

You can manage emails (under WooCommerce > Settings > Emails) to customize email content or the template. The extension offers multiple variables to customize email content as per your needs.

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