With the referral program your existing customers can invite new customers to your courses. The new customer enters the inviter’s personal referral code when enrolling, and both can get a reward.
Each of them can be rewarded in one of four ways:
| Reward type | What the customer gets |
|---|---|
| Percentage discount | A discount of the given percentage. |
| Absolute value discount | A discount of a fixed amount of money. |
| Store credit | A fixed amount of store credit (account balance) at your school. |
| Store credit (% of course price) | Store credit equal to the given percentage of the course price. |
When the referee gets a discount, it comes off their enrollment straight away. All other rewards are given the morning after the course starts, once the referee’s enrollment is paid.
Go to the school settings, Courses tab. The other referral settings appear when you switch on Referral program enabled.
| Setting | Description |
|---|---|
| Referral program enabled | Turns the referral program on or off for your school. |
| Referee inactivity period (months) | 6, 9 or 12 months. Only a customer who has not enrolled in any course during this period can use a referral code, so existing regular customers cannot use the program to get a discount. Cancelled enrollments are not counted. |
| Referrer bonus type | How the referrer is rewarded: percentage discount, absolute value discount, store credit, or store credit (% of course price). |
| Referrer bonus value | The size of the referrer’s reward. The field shows whether the value is a percentage or an amount of money. |
| Referee bonus type | How the referee is rewarded (same four options). |
| Referee bonus value | The size of the referee’s reward. Set it to 0 to reward only the referrer. |
Referral codes only work on courses whose course category accepts them. Open each course category you want to include and set Courses accept referral codes:
This setting is visible only when the referral program is on.
A customer finds the Referral code field on the Profile tab of their own user page. The first time, they click Generate to create the code. The code is five characters long (for example K7M3P) and does not change after that. As an administrator, you can also generate a code from a customer’s user page.
Under the code, the customer can see how many times it has been used (Used), how many rewards are still waiting for a course to start (Pending) and how many have been given out (Paid). With store credit rewards the amounts are shown too.
The referral code field is shown only while the referral program is on.
The referee types the code into the enrollment form. If your school uses discount codes, there is one field for both, labelled Code or referral code. If discount codes are not in use, the field is labelled Referral code.
The system checks first whether the text is a valid discount code. If it isn’t, the system treats it as a referral code.
The field appears only for customers who can use it: the referral program is on, the course accepts referral codes, and the customer has not enrolled in any course during the inactivity period.
Note: A referral code cannot be combined with a discount code on the same enrollment.
If the referral code cannot be accepted, the enrollment is not created. The customer goes back to the form with an error message (for example “Referral code is invalid”), and they can remove the code or correct it. See the eligibility rules below.
The morning after the referred course starts, the system gives the referrer their reward and emails them:
The referrer gets a separate reward for every new customer who enrolls with their code.
Important: Rewards given at course start (both store credit and referrer rewards) need a paid payment on the referee’s enrollment. A cancelled enrollment gets no rewards. The system checks every night, so if the referee pays after the course has started, the rewards are given the morning after the payment. It keeps checking for 90 days after the course start. If you give a reward by hand instead, set Referral bonuses distributed to Yes on the enrollment, so the system doesn’t give it as well.
| Reward type | Email to the referrer | Email to the referee |
|---|---|---|
| Percentage discount | The morning after the course starts, with the new discount code | At enrollment, confirming the discount |
| Absolute value discount | The morning after the course starts, with the new discount code | At enrollment, confirming the discount |
| Store credit | The morning after the course starts, with the credit amount | The morning after the course starts, with the credit amount |
| Store credit (% of course price) | The morning after the course starts, with the credit amount | The morning after the course starts, with the credit amount |
If a reward cannot be given for a technical reason, the school’s administrators get an email listing the affected enrollments.
A referral code is accepted only when all of the following are true:
If a rule is not met, the customer gets an error message and the enrollment is not saved until they remove or correct the code.