> For the complete documentation index, see [llms.txt](https://docs.roadmap.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roadmap.so/loyalty-and-rewards/membership-tiers-and-referrals/manage-referrals.md).

# Manage referrals

Reward customers for referrals with Referral Program

Use **Referral Program** to reward both the existing customer who refers a friend and the friend who places their first order.

The existing customer receives their reward **once the friend makes their first order**.

<figure><img src="https://content.gitbook.com/content/J8asLD4FVCFagK40xEr4/blobs/RSNXqMMExSBM5bHYpMWt/Screenshot_2026%2002%2022_at_4.26.04_PM.png" alt=""><figcaption></figcaption></figure>

### Set the reward for the referring customer

Open the Customer reward settings

From **Referral Program**, find **Customer reward** and select **Edit**.

Choose what to reward

Select one option:

* **No reward** (turns off the customer reward)
* **Points** (enter the number of points)
* **Discount** (configure a coupon-style discount)

If you choose Discount, configure the rules

Fill in the available fields as needed:

* **Percentage** or **Fixed amount**
* **Code prefix** (the beginning of the generated code; the example updates underneath)
* **Applies to** (for example, **Specific products or variants**)
* **Select variants** (optional; select specific variants, or leave blank to match any product). Use **Browse** to pick items.
* **Purchase Type** (for example, **One-time purchase**)
* **Minimum spend**
* **Quantity limit**
* **Expires after** (leave as **No expiry** to keep codes active indefinitely)

Save your changes

Select **Save**.

<figure><img src="https://content.gitbook.com/content/J8asLD4FVCFagK40xEr4/blobs/aQdbIUeekZ25xQntrFq6/Screenshot_2026%2002%2022_at_4.26.23_PM.png" alt=""><figcaption></figcaption></figure>

### Set the reward for the referred friend

The **Friend reward** is what your customer’s friend receives to use on their **first purchase**.

Open the Friend reward settings

From **Referral Program**, find **Friend reward** and select **Edit**.

Choose Points or Discount

Pick **No reward**, **Points**, or **Discount**, then configure the same discount rule fields if you choose **Discount**.

Save your changes

Select **Save**.

<figure><img src="https://content.gitbook.com/content/J8asLD4FVCFagK40xEr4/blobs/TatoiLXoOeSchIAD0pgy/Screenshot_2026%2002%2022_at_4.26.45_PM.png" alt=""><figcaption></figcaption></figure>

### Activate your Referral Program

Check Referral status

On the **Referral Program** page, look for the **Referral status** section.

Turn it on

If it shows **inactive**, select **Activate**.

If you’re testing, set a small **Points** reward first (for example, 50–200) to verify the referral flow, then switch to a **Discount** once you’re ready.

### FAQ

<details>

<summary>When does the referring customer get rewarded?</summary>

The referring customer receives their reward after the friend makes their **first order**.

</details>

<details>

<summary>Do I have to use both rewards?</summary>

No. You can choose **No reward** for either **Customer reward** or **Friend reward**, and keep the other one active.

</details>

<details>

<summary>What does “Code prefix” do?</summary>

It sets the starting characters for generated discount codes. The example shown beneath the field updates to preview what the code will look like.

</details>


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