Setup Reward Rules

Learn how to create your reward logic

Updated over a week ago

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

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


Adding a new Reward Rule

Note: While you can have multiple member reward rules, there can only be one referral reward rule.

  1. Select Add Member Rule or Add Referral Rule.

  2. On the left sidebar, you can Enable or Disable the rule and optionally add an internal Description.

  3. If you would like this particular reward to only be earned within a certain time frame, then check the Limit by Date button (for Member Rules only) and select the desired date range. If you would like the reward to be earned at any time, leave the option unchecked.


Choose the Type of Reward

Under the "Reward Member with" or "Reward Referral with" Sections, determine the type of reward that this rule will trigger. A list of all available options is below.

An image showing the different types of payout options when creating a reward rule
  1. Choose Add New Reward

    1. Reward types marked as Premium are available on our Growth and Established Business plans.

    2. Click here for an explanation of the settings found under each reward type.

  2. Determine your desired settings, then select Finish in the top right corner.

An image pointing to the Finish button on a section of the Reward Rule editor

Trigger reward when...

  1. Select Setup

  2. Determine your desired Status Trigger. This reward will be earned by the Member or Referral when the referral’s status is the chosen Referral Event Trigger: Pending, Qualified, Approved.

When a referral goes from Pending Status to Approved Status, the referral will also pass through Qualified status at the same time and therefore will trigger any Qualified Status rewards.

Additional Options

  • Number of Referrals Tier (For member reward rules only): Use a referral tier for a rule to only apply to certain referrals. For example, if you only want this reward rule to apply to the first 10 referrals.

An image showing the Number of Referrals Tier option drop down
  • Referral Sales Amount Tier: The reward will only be earned if the referral’s amount is meets the set requirements.

An image showing the Referral Sales Amount tier option drop down
  1. Determine desired settings and then select Finish in the top right corner.


Reward Delivery

An image showing the options for reward delivery

Review & Issue

Manual Review

After a reward is triggered and earned, it will enter the Pending Rewards queue where it can be reviewed and issued to the member. This is helpful to prevent fraud and a best practice when using a new reward rule to make sure it’s functioning as expected.

  • Add Issue Delay (Optional): A delay can be added below if you want to prevent a member from getting a reward within a return policy time frame. After the delay passes, the reward can be issued to the member.

Issue Instantly

Automatic Rewards, no manual review needed. Rewards will immediately be delivered to the member. This option is best used after a Reward Rule has been tested using Review & Issue to ensure it’s functioning as expected and rewards are not issued on accident.

  1. Double-check to ensure your reward is Enabled, and all sections are Finished, and select Save.

    An image showing a created Reward Rule on the Rewards page of the program editor

You have created your first Reward!

On the Reward page of the Program Editor, your reward will now be displayed. Under Actions, you can edit the reward, clone it, or delete it.

When your reward logic is met, your rule(s) will create a reward inside of Referral Rock, but you will still need to set up your payout account to fulfill the reward. Learn about setting up your payout account.


Settings based on Reward Type

Coupons

Upload a bank of coupons into Referral Rock and we will distribute them on your behalf.

  • Coupon Name: The title will be used in the reward delivery email to the member letting them know they have received this reward.

Custom Reward

A reward that you will fulfill outside of Referral Rock. Cash, swag, etc.

  • The Reward Title is used in reward delivery emails to the member letting them know they received the reward.

  • Reward amount: Fixed amount or percentage of sale. For singular items like a t-shirt or mug, this amount should be equal to "1" for one t-shirt. For things like points or currency, input any numerical value.

Gift Cards (Premium)

Choose from hundreds of gift cards, fulfilled through our partner Tango.

  • Choose a gift card option.

  • Reward amount: Fixed amount or percentage of sale.

PayPal (Premium)

You can choose the currency the reward will be delivered but if the recipient currency is different than your PayPal account’s set currency, a conversion fee will be applied on top of the cost of the reward.

  • Choose the Reward Currency that recipients will receive the reward.

  • Reward amount: Fixed amount or percentage of sale.

Wise (Premium)

You can choose the currency the reward will be delivered in but if the recipient currency is different than your Wise account’s set currency, a conversion fee will be applied on top of the cost of the reward.

  • Choose your Wise account currency as well as the recipient currency and recipients will receive the reward in.

  • Reward amount: Fixed amount or percentage of sale.


Update Reward Emails

Once your rewards are configured, don't forget to update the Reward Emails. You can do this by going to the Emails section of your Program Editor.

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

Emails with our payment partners, Tango Giftcards, Wise, and Paypal will open an editor that looks like this:

Reward emails for coupons or other custom reward options will look like this:

Edit Reward Rule

To update your reward rule(s):

  1. Navigate to the Rewards page of the Program Editor (or click here).

  2. Select the Edit icon next to the reward rule that you wish to update.

  3. Inside the Edit Reward Rule modal, select Setup next to the section of the rule that needs to be updated.

  4. Once finished, Save your reward rule.

Note: All updates to reward rules take into effect immediately to any new reward that is earned.

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