Watch this tutorial to learn how to: Customer Referral.
Steps in this tutorial
- Welcome to this tutorial on the Customer Referral Program in your Trinavo Shop admin panel.
- From the sidebar, click on Settings.
- Open the Customer Referrals settings page.
- When enabled, each customer gets a unique referral link. If someone registers through that link and makes a paid order, the referrer earns a commission to their wallet.
- Turn on the Enable Customer Referrals toggle.
- Set the commission percentage applied to every paid order placed by a referred customer.
- Save the settings.
- Now let us see how customers find their referral dashboard on the storefront.
- A new Referrals item appears in the menu once the program is enabled.
- This is the referral dashboard - everything the customer needs in one place.
- The customer shares this unique referral link with friends. One click copies it to the clipboard.
- Open the Profits tab to see earnings and commission history.
- Referred users, total orders, total earned, and recent ranges all appear here.
- The Users tab lists every person referred through the link.
- No referred users yet - this table fills in as people sign up and place orders.
- Let us simulate what happens: a friend signs up through the link and places a paid order.
- The dashboard now shows the new referred user and the commission credited to the referrer.
- The referred user appears in the table with their orders count.
- And if you want to review every referral in detail, there is an admin page for that too. Let us see how to open it.
- From the admin sidebar, click Modules to see every feature the store has.
- Open the Marketing & Content group.
- Click Customer Referrals to open the commissions page.
- Every commission shows here: date, referrer, referred buyer, order, and amount - searchable and filterable by date or referrer.
- Commissions are credited automatically on every paid order placed by referred customers, for the lifetime of the account.
