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Setup Reward Rules

Learn how to create your reward logic

Updated over 5 months ago

Rewarding your members and referrals is a vital part of your referral program. Referral Rock offers many customizable reward options.

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Adding a new Reward Rule

On the Rewards tab of the Program Editor, you can add multiple member rewards and a single referral reward.

  1. Select Add Member Rule or Add Referral Rule

  2. Update the Reward Rule Summary (Enable/Disable, Limit by Date, and optionally add an internal description)

  3. Go through the reward steps

Limit by Date (member rules only) lets you set a time frame for when that reward is eligible to be earned. Leave it unchecked and the reward will always be available.

Reward With

Choose the type of reward you are offering. See Payouts Explained for a list of available reward types.

  1. Choose β€œAdd New Reward” or β€œExisting Reward” (if you already set one up)

  2. Complete Additional Details

  3. Select Finish

Trigger reward when...

  1. Select Setup, then determine your desired Referral Event Trigger (referral status or recurring referral action),

  2. Configure Additional Conditions (optional) - see tiers below

  3. Select Finish

Referrals go through prior statuses and earn any associated rewards. For example, if a referral moves from Pending to Approved, the referral will trigger any Qualified Status rewards.

Tiers Explained

See Common Reward Structures for more details on setting up different rewards (including tiered and milestone rewards).

  • Number of Referrals Tier - trigger the reward based on the # of referrals earned (see example structure)

  • Referral Sales Amount Tier - triggers the reward based on the referral amount value (see example structure)

Reward Delivery

Determine when you want rewards to be issued: Review & Issue or Issue Instantly.

Review & Issue

All triggered rewards are listed as Pending Rewards where they can be reviewed and then issued. You can also find the list of pending rewards on the Reward List.

  • Add Issue Delay (Optional): the reward is only eligible to be issued after the set number of days has passed.

We recommend selecting Review & Issue to make sure your reward rules are set correctly and to help prevent any fraudulent rewards.

Issue Instantly

All triggered rewards are issued as soon as they are earned. You can see these rewards on the Reward List (Issued).

This option is best after your program has been running and you're confident that your Reward Rules work as expected. It can also be helpful if you're dealing with large volumes of smaller (or low risk) rewards


Setup Payouts

Payouts are the methods for distributing and fulfilling the reward (based on the reward type selected). See Payouts Explained for more details.

To configure your payouts, you can visit our Payouts page. This page lets you:

  • Manage payout balances

  • Configure payout emails

  • Manually issue payouts individually or in bulk

  • Schedule payouts

You can choose from the following types of payouts:

  • Gift Cards

  • PayPal

  • Wise

  • Coupons

  • Custom or Manual Rewards


Update Reward Emails

Once your rewards are configured, don't forget to update the Reward Emails. For more info, check out our article on setting up reward emails.

This section will populate based on the Reward rules you have set up. Be sure to edit all of the Reward emails to align with your brand.


Edit Reward Rule

To update your reward rule(s):

  1. Navigate to the Rewards tab of the Program Editor

  2. Click the Edit icon next to the rule you wish to update

  3. Select Setup next to the section of the rule that needs updating

  4. Once finished, hit Save

Reward rule updates immediately go into effect and will be applied to any new reward that is earned. They do not affect existing rewards.

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