Help Center▶️ Tap To See Walkthrough Video
Objective
This SOP explains how to configure, activate, and monitor the referral program in FloLoyal. It also covers how customers send referral links, how rewards are earned, and how to review referral activity in the dashboard.
Key Steps
1. Open the Referrals section in FloLoyal 0:00
-
Log in to FloLoyal.
-
In the left navigation, go to Manager Club.
-
Click Referrals to open the referral program settings.
-
Confirm you are in the correct account/location before making changes.
2. Configure the referral offer and reward structure 0:15
-
Set the new friend reward (example shown: $5 off).
-
Define the welcome coupon that the referred friend will receive.
-
Set the referrer reward (example shown: $10 off).
-
Choose the referral milestone required to earn the reward (example shown: 3 referrals).
-
Adjust the milestone if needed to match your business goals (for example: 1, 3, or 5 referrals).
3. Set redemption rules and follow-up behavior 0:36
-
Select the redemption mode (example shown: PIN).
-
Confirm whether the coupon can be self-redeemed; in the example, self-redeem is disabled.
-
Review the referral reminder behavior so the system nudges the referrer when the referred friend has not redeemed the coupon.
-
Make sure the reminder message is clear and encourages the customer to follow up with their friend.
4. Save and activate the referral program 1:48
-
Review all referral text, reward amounts, and conditions for accuracy.
-
Click Save to store the configuration.
-
Toggle the referral program off/on as required so it is in the correct active state for launch.
-
After activation, monitor the dashboard for accumulating referrals and rewards.
5. Send a referral link from the customer experience 2:19
-
Confirm the referral program is active so customers can send links.
-
From the customer-facing flow, select Text to open the phone/contact entry field.
-
Enter the recipient’s name or phone number.
-
Send the referral text message to the intended friend or family member.
6. Review the referral message received by the friend 2:38
-
Verify the recipient receives the referral text message.
-
Confirm the message explains the benefit of joining and includes the referral incentive.
-
Ensure the message directs the friend to sign up for the program.
-
Check that the offer shown to the friend matches the configured welcome coupon.
7. Complete the friend sign-up and track the referral 2:48
-
Have the referred friend tap the link and complete sign-up.
-
Confirm the friend is added to the program and receives their own referral code/profile.
-
Verify the original customer can see referral activity associated with their account.
-
Use the Nudge option if the referred friend has not yet redeemed the coupon.
8. Redeem the referred friend’s coupon in-store 3:30
-
When the referred friend visits the store, locate their coupon or QR code.
-
Scan the coupon at checkout.
-
Enter the required PIN if prompted.
-
Complete redemption and confirm the coupon status changes to redeemed.
9. Confirm the referrer receives credit and reward progress 3:43
-
After redemption, verify the referrer receives a text notification.
-
Confirm the referral point is added to the customer’s account.
-
Check progress toward the reward threshold (example: 3 referrals for $10 off).
-
Continue tracking until the reward is earned.
10. Monitor the referral dashboard 4:11
-
Return to Manager Club > Referrals.
-
Review the referral dashboard to see top referrers and referral counts.
-
Confirm redeemed referrals appear in the activity list.
-
Use the dashboard to monitor program growth and identify high-performing customers.
Cautionary Notes
-
Do not activate the referral program until all reward amounts, redemption rules, and message text are reviewed for accuracy.
-
Ensure the referral reward and the friend reward are not confused; they are separate incentives.
-
If self-redeem is disabled, customers must redeem in the intended workflow (for example, in-store with a PIN/QR process).
-
Verify the referral reminder message is appropriate and compliant with your brand tone before saving.
-
Test the full flow with a demo contact before launching to customers.
Tips for Efficiency
-
Use a test account or internal phone number to verify the referral text, sign-up flow, and redemption process before launch.
-
Keep reward rules simple so customers understand them quickly.
-
Standardize referral message wording to reduce confusion and support requests.
-
Check the dashboard regularly to identify top referrers and follow up on inactive referrals.
-
If referral performance is low, consider adjusting the reward amount or referral threshold.