In this article:

What is Referral Marketing?
Steps on how to create a new referral
Where can you get the reports of your Referrals?

1. What is Referral Marketing?

Referral Marketing is a quick and convenient feature for businesses that would like to boost their sales using referral marketing. You can generate a unique link for different people (e.g influencers, agents, salespersons, friends) and assign different commission percentages. The commission will be auto-calculated and displayed on the referral setting page, order page and also the order export file.

💡Do you know 92% of the consumers will tend to believe referrals from the people they know and people are 4 times more likely to purchase a product or service when referred by a friend?

📌 Note: This feature is available in EasyStore Business plan & Growth plan only

2. Steps on how to setup referral program

Step 1: EasyStore Admin Panel > Channels > Referral Program > click Enable Referal Marketing


Step 2: Click Add Referral


Step 3: Fill in all the information to manage referral


Step 4: Set up your commission settings

Commission option - By percentage or Amount (will be following your default currency from your EasyStore admin panel > Settings > Currency Click here for more information
Add in the minimum purchase amount required to earn a commission. (If you don’t want to set a minimum, simply leave the minimum purchase amount column as '0'.)
Number of days taken for a commission to be confirmed / approved (If the commission is confirmed instantly, enter '0' days for the pending period.)



Step 5: Save! Once you have save, you will be able to see another 4 new sections:

Referral links
Commissions
Dashboard
Payouts


Step 6: You may now copy the link and share with your referral to get them started with promoting!

💡 Tips:
You can now copy the referral links for Online Store, WhatsApp, LINE, WeChat and Telegram Order Form.
Ensure that you have enabled the respective channels to get the referral links


How the referral commission is earned?
Referral commissions are calculated based on the order subtotal. For example, if the order subtotal is RM100 and the referral commission rate is 10%, the referral would earn RM10.
Please note that commissions are calculated from the product price only and do not include shipping, taxes, or transaction fees.


Step 7: Add payout.
You may click add payout

to release the commission. Fill in the name (can be edited) & amount accordingly. Once you have save it, the amount of paid commission will be updated instantly!

GIF as reference:

3. Where can you get the reports of your Referrals?

If there are any sales referred by them, you will see it in the:

Referral setting page > under Commissions & Dashboard (for total confirm commission)


You can also view the total commission earned by referrals in the referral list


Order page (in the order details)

You can view the referral's commission (e.g., RM 7.60) in the order details only when the order payment status is marked as PAID. Click here to learn more about Order Status.



Additionally, an email will be automatically sent to your referral(s) once their referred order is marked as PAID. This email serves as a notification to let the referrals know that their referred orders have been acknowledged



Order export file
You can export the order file and filter it by referral code for easier tracking.

Updated on: 06/12/2024