Customer referral programme

A customer shares a identifiable invitation, for example, via a link or code, with someone who might be interested in your offer. The programme then tracks the process until the scheduled event to validate the referral. The benefits for both the referrer and the referred customer are awarded according to the stated conditions.

A referral is validated when the selected business event meets the programme's requirements. This could be a confirmed purchase, an activated contract, or another verifiable milestone. Therefore, simply registering or making contact does not necessarily constitute a conversion, and the validation timeframe must be explained to the participant.

The rules define priority allocation, excluded situations, and the handling of canceled conversions. We work with your teams to define the information needed to detect these situations and the controls to implement. Participants must be able to understand why their request is pending, approved, or rejected.

The choice depends on the expected role of each benefit in your acquisition funnel. A reward can recognize the referrer's recommendation, while a benefit for the referred friend facilitates discovery of the offer. The combination must remain clear and consistent with the acceptable cost for a completed conversion.

Tracking requires linking the invitation, the participants' relevant identifiers, and the conversion status. The framework specifies the source of this information, its transmission frequency, and the teams that validate the events. We limit the process to the information necessary for the agreed-upon operation.

The report distinguishes between invitations, requests received, and conversions actually validated. It also examines the validation time, the reasons for refusal, and the total cost of the benefits awarded. This analysis allows you to identify any difficulties with referrals, conversions, or processing before adjusting the system.