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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.

  1. Open Dashboard → Settings → Features → Referral.
  2. Enable the program and configure both sides of the incentive — what the referrer earns and what the referee receives.
  3. Save. Every customer immediately gets a shareable code in your app.
  1. An existing customer opens Customer app → Accounts → Referral and shares their personal code — by message, social, or just reading it out.
  2. The new customer signs up with the code.
  3. 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.
  4. 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.

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.

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.

Referral programs rarely fail on mechanics — they fail on discovery and momentum:

  1. 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.
  2. 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.
  3. 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.
  4. 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.

Referral performance is reported under Dashboard → Reports in the referral reports:

ReportRouteWhat it shows
Codes list/reports/referral-reports/codes-listEvery referral code and its usage
Orders list/reports/referral-reports/orders-listOrders that came in through referrals
Top referrers/reports/referral-reports/top-referrersYour best advocates, ranked
Summary/reports/referral-reports/summaryProgram-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.

SymptomTry this
Customer can’t find their codeIt’s in Customer app → Accounts → Referral
Referrer says their reward never arrivedCheck 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 delayedRewards 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 tractionCheck 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