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These docs are for v2024.01. Click to read the latest docs for v2024.08.01.

Refer a Friend

Allows an existing customer to supply a code to a friend to then use to sign up to a product or service at a promotional rate/discount.

When a customer uses a refer a friend code, we can check if it is valid and available and when it is entered during a sales subscription, it will be validated and any promotion/discount will be applied at checkout to the subscription.

The refer a friend rules and eligibility are managed within Singula® Subscriber Management.

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Applies to roles:

System Administrator System Administrator (NO CRM)

What is refer a friend?

Allows an existing customer to supply a code to a friend to then gain a discount to a product or service. When a customer uses a refer a friend code, we can check it is valid and available and apply any promotion/discount at checkout.

What rules can i manage?

  • Set the status of the customer’s Refer a Friend based on a period of consecutive months where the subscription is Active
  • Set the period of months before a customer can purchase a new Subscription using a Refer a Friend code
  • Set the rules for new and existing customers who can use a Refer a Friend code
  • Manually activate a Refer a Friend code outside of the automated rules
  • Connect Refer a Friend codes to one or more offers (See Discounts section)

Set the period of months where a subscription has to be active before the customer can give out a Refer a Friend code:

  1. Click ‘Configuration’
  2. Click 'System Options'

The Settings page will now appear

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  1. Click the ‘Expand’ icon on Refer a Friend:
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  1. Choose the number of months of successful billing periods required before the customer can give out a Refer a Friend code
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  1. Click ‘Save’ to confirm the changes

A success message will appear at the top of the screen:

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Set the period of months before a customer can purchase a new subscription using a Refer a Friend code:

  1. Click ‘Configuration’
  2. Click 'System Options'

The Settings page will now appear

  1. Click the ‘Expand’ icon on Refer a Friend
  2. Choose the number of months before a customer can purchase a new subscription using a Refer a Friend code
  3. Click ‘Save’ to confirm the changes
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Set the rules for new and existing customers who can purchase a subscription using a Refer a Friend code:

  1. Click ‘Configuration’
  2. Click 'System Options'

The Settings page will now appear

  1. Click the ‘Expand’ icon on Refer a Friend
  2. Choose the rules for New customer and Existing customer and ‘tick’ the rules that you want applied
  3. Click ‘Save’ to confirm the changes
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Manually activate a Refer a Friend code outside of the automated rules:

  1. Click ‘CRM’
  2. Search for the customer’s account
  3. Once in the customer’s account, click ’Manage’ within the Customer Details section:
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Note: If the code is manually changed then the automated rules will not revert setting later.

For example:
If you manually make the code active and the parameters are changed later meaning the code should be made inactive, it will not be made inactive.

  1. Click the checkbox for ‘Active’ and click ’Save’
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A Success confirmation message will appear and the Refer a friend code status will show as ’Active’ in the Customer Details section:

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Updated 12 months ago