Referrals
The referral program turns your happiest customers into your acquisition channel: every customer gets a personal code to share, the new customer (the referee) gets a welcome benefit, and the referrer is rewarded once their friend’s first qualifying order completes. Word of mouth already happens — referrals just make sure it lands in your app, with both sides rewarded automatically and no manual tracking on your end.
Setting up the program
Section titled “Setting up the program”- Open Dashboard → Settings → Features → Referral.
- Enable the program and configure both sides of the incentive — what the referrer earns and what the referee receives.
- Save. Every customer immediately gets a shareable code in your app.
How a referral plays out
Section titled “How a referral plays out”- An existing customer opens Customer app → Accounts → Referral and shares their personal code — by message, social, or just reading it out.
- The new customer signs up with the code.
- The new customer places their first qualifying order. The order has to actually complete — cancelled orders don’t qualify, so a placed-then-cancelled order triggers nothing.
- Both rewards are granted automatically: the referee’s welcome benefit and the referrer’s reward.
There’s nothing for your staff to verify or approve — eligibility, the first-order check, and the payout all happen automatically. Built-in safeguards prevent the same referral benefit from being claimed twice.
A concrete example
Section titled “A concrete example”Maria orders from you every Friday. She shares her code with a coworker; the coworker signs up with it and orders lunch the following week. The moment that order completes, the coworker’s welcome benefit and Maria’s reward are both granted — your team did nothing, and the reports recorded everything.
Where customers see it
Section titled “Where customers see it”Everything customer-facing lives in Customer app → Accounts → Referral: their personal code, sharing options, and the status of their referrals. Promote the program beyond that screen — a marketing campaign announcing “give a friend their first order discount” to your regulars is the cheapest acquisition push you can run.
Making the program perform
Section titled “Making the program perform”Referral programs rarely fail on mechanics — they fail on discovery and momentum:
- Announce it more than once. One campaign at launch, then periodic reminders to your most active customers. The people most likely to refer are the ones ordering this week.
- Time the ask. The best moment to mention referrals is right after a great experience — your post-order communications and promotion slots are the natural place.
- Reward your champions. Watch the top referrers report; a personal thank-you (a wallet credit or a targeted voucher) to the top handful keeps your best advocates sharing.
- Mind the referee’s first impression. The welcome benefit funds someone’s first order with you — make sure the rest of the experience (menu photos, delivery time) is ready to convert that trial into a habit.
Reports
Section titled “Reports”Referral performance is reported under Dashboard → Reports in the referral reports:
| Report | Route | What it shows |
|---|---|---|
| Codes list | /reports/referral-reports/codes-list | Every referral code and its usage |
| Orders list | /reports/referral-reports/orders-list | Orders that came in through referrals |
| Top referrers | /reports/referral-reports/top-referrers | Your best advocates, ranked |
| Summary | /reports/referral-reports/summary | Program-level performance at a glance |
The top referrers report deserves a monthly look: your top five advocates are candidates for a personal thank-you — a voucher campaign or a wallet credit — which keeps them sharing.
Troubleshooting
Section titled “Troubleshooting”| Symptom | Try this |
|---|---|
| Customer can’t find their code | It’s in Customer app → Accounts → Referral |
| Referrer says their reward never arrived | Check the referee’s first order in the orders list report — it must have completed; cancelled orders don’t qualify |
| New customer’s code “didn’t work” | The code must be applied at sign-up; check it was entered correctly against the codes list report |
| Reward seems delayed | Rewards are granted when the first qualifying order completes — not when it’s placed |
| Suspected gaming (self-referrals) | Duplicate benefit claims are blocked automatically; review the orders list report for patterns and contact support if something looks systematic |
| Program isn’t getting traction | Check the incentive on both sides, then promote it with a marketing campaign — most customers never scroll to the referral screen on their own |
Related: Marketing campaigns · Coupons · Store wallet · What customers experience