The business benefits of the extension are clear and straightforward. It adds new customers and generate more sales, including additional sales made by brand-new customers and purchases from existing ones who act like brand advocates within refer-a-friend programs.
What Makes It Different
In addition to the business advantages brought by the idea of customer referral programs, the module stands out from the bulk of the same solutions with:
Refer a Friend Frontend Use
Before to offer your customers to take part in the refer-a-friend program, you need to configure the extension according to your needs and preferences. The whole process is described in the Backend Configuration section below. When the configuration finished all the eligible shoppers are able to participate quite easily.
Refer a Frind Frontend Interface
Following the process workflow, Refer a Friend offers brand advocates the Referral Program section added to their customer accounts so they could track and manage their referral activity.
The section includes:
In case if a customer leaves the referral group or is excluded from it by Magento admins, the rewards earned can still be applied but the ability to invite new friends is revoked.
The Configuration section is the first step to take when you start using the Refer a Friend extension. Please enter it following Stores > Configuration > Aheadworks Extensions > Refer a Friend > Configuration.
The section consists of two blocks: General and Email Options. The General block makes it possible to set up general settings of the extension as follows below.
Who Can Invite Friends
This configuration option determines the customers eligible to act as brand advocates. It allows you to avoid abuses of your refer-a-friend programs.
There two options you can choose between: a) All Registered Customers and b) Only Registered Customers with Previous Purchases. This way, only registered customers are allowed to invite friends. If the first option is selected, all the registered visitors with or without purchases may participate. The second option allows only customers with orders to enter the program. Additionally, you can determine the type of orders they should have to fit the requirements.
Customer Groups Which Can Join Referral Program
One more opportunity to shape and finalize the eligible circle of brand advocates is to select them among Magento customer groups. You can do this using the Customer Groups Which Can Join Referral Program configuration option. This way, the groups that do not participate in the program are not distracted with unnecessary tabs in their customer accounts.
Order Status to Give a Reward to Advocate
The Order Status to Give a Reward to Advocate option is useful, for example, in the case if you invoice orders outside of Magento but still want to award your brand advocates attracting new customers.
Maximum RAF Discount Which Can Be Applied to Subtotal, %.
Most active brand advocates may earn significant rewards and use them as discounts for their own purchases. So, you can limit its use during the checkout providing the maximum discount allowed per one order.
If Unused, Earned Discount Expires in, days
Use this configuration option in order to motivate brand advocates to actively spend their rewards. The expiration date is calculated since the last positive balance update, so it is updated each time a brand advocate attracts a new customer.
Static Block for Welcome Popup
If you want to facilitate the process of inviting new customers and allow brand advocates to show their attitude towards their friends, you can set up a welcome popup to be displayed for newly attracted visitors. The configuration option makes it possible to determine its content selecting among the Magento static blocks. The popup is not displayed if none of the static blocks are selected.
Send Email Reminder that the Balance Expires in X Days
If you set up expiration terms for brand advocates' rewards, you definitely need to notify them about this. Here, you can determine the moment when these notifications are going to be sent.
Email Options allow you to сonfigure the notification system of the extension.
As soon as the general settings of the extension are configured we can proceed to set refer-a-friend program rules. The main thing is that rules define the rewards earned by brand advocates and the discounts provided for new customers. The Rules section is located along the following path: Marketing > Refer a Friend by Aheadworks > Rules.
Each refer-a-friend rule is applied to one Magento website. So, in case if you manage one website, the module doesn't display the Rules page and grid. Instead, it redirects your immediately to the rule editing page. But, if you have several websites in one Magento installation, you can create a separate rule for each of them.
The Rules grid contains 4 columns:
The Rules grid is a Magento 2 grid so it allows you to sort and filter grid attributes, customize its view, etc. On this page, you can also create a new rule using the Add Rule button.
The Rule editing page contains the following configuration options:
Rule conditions are provided on the same page in a human-readable form.
That's it. The rules are configured. Now their terms are clearly displayed in the customer accounts of brand advocates on the frontend.
As soon as the rule configuration is finished, the extension is ready to work and invite new customers. So, the next backend section is mostly intended to provide you with additional options to track and manage the program more consciously.
The main page of the section contains the Advocates grid and referral program performance statistics.
The Performance area of the page contains two indicators. Quantity of Orders Made by Friends displays the share of orders made by friends in % out of the total number of orders in the store for last 30 days. Total Amount Made by Friends is the same indicator related to the monetary value of friends' and all website orders.
The Advocates grid comprises the following columns:
Advocate Information Page
The Advocate Information Page contains two distinct areas: Summary and Transactions History.
This area allows you to track the performance of individual brand advocates, including their number of invited friends, current reward balances, and nearest expiration dates.
The Transactions History section area shows the history of all transactions in a dedicated grid. The grid contains the following columns:
The same as any Magento grid, this one makes it possible to sort and filter data and customize the view.
The greatest benefit and value brought by this section is that it allows you to manually update particular reward balances. You can use this opportunity in case of order refunds or in order to additionally award particular brand advocates for their prominent achievements. Each such transaction can be accompanied by comments visible to admins only.