A customer referral link is established in one of three ways:
- A customer enters a referring customer's ID in the referral field during account creation.
- A customer creates an account by shopping from a referring customer's shopping cart link (the link must have the referring customer's ID in the URL).
- A back office user adds a referring customer ID when editing an existing customer's account in the back office.
¶ Referral Field
Freedom setting to enable the Referred By Customer field:
X2_NEWCUSTOMER_SHOW_REFERCUST
This will show on the New Customer - Create Account form in the shopping cart.
¶ Shopping Cart Link
Freedom setting to enable sharing from product detail page:
JSCART_PRODUCT_DETAIL_SHARE_FEATURE
When viewing and item in the shopping cart (detailed view), there is a section to share the item. This will include the customer id in the link.
Example link that is shared:
https://shop.bydesign.com/{CLIENTNAME}/share.php?productDID=1502&repDID=417097&customerDID=1456984&url=/shop/detail/1502/from/417097?ReferringCustomerDID=1456984
Note that this has the ReferringCustomerDID=1456984 as one of the variables. So, if a new customer is created after visiting this link, the new customer will have this ID set for their referring customer.
¶ Backoffice Edit
From the Customer's Back office page, click Administration Menu > Change Refer Customers.
This will now show what is currently set.
You can enter a new referring Customer ID number or use the checkbox to set it to None.
¶ Promotion Conditions
Here are two promotion conditions that take advantage of the Referred Customer Field:
¶ Referred Customer Order
This will return true if the order is from a referred customer.
¶ Customer Referred Count
This will check to see how many referred customers the shopper has. If it is above the minumum set, then the condition will return true.
¶ Additional Information
For additional information about Customer Referrals, please see the following pages: