New module · Referrals

Your customers bring the next ones.

The recommendations already happening, now rewarded and automated. New customers get a discount, the people who invited them earn credit, and it all runs on the same engine as your promotions and loyalty program.

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Referral program Example
Mariana's unique codeFRIEND-400 of 1 use
  • MRMariana R.ReferrerCode and link created
  • LLuisHer friendGets the invite
What Mariana gets when her order arrivesYour order is here. Share your code with a friend: they get a discount and you earn credit.
No manual workAll on the same engine

How it works, in four steps.

From a delivered order to a new customer, with no one creating codes or handing out rewards by hand.

  1. Delivery confirmed

    Your ERP notifies Payloot through a webhook.

  2. They share a code

    Payloot generates a unique link and code to invite a friend.

  3. Everyone wins

    The new customer gets a discount and the referrer earns credit.

  4. The loop continues

    Every new order feeds the program automatically.

Ask at the right moment.

The invitation goes out once the order arrives, when your customer has the most reason to recommend you. Not at checkout, while they're still waiting, and not weeks later, when they've moved on.

When the invite goes out

Example of an online order
  1. Purchase
  2. Fulfillment
  3. Shipping
  4. Delivery confirmed

Wired into loyalty and promotions.

Referrals isn't a separate tool. Each reward lands in the module that already knows how to handle it.

LoyaltyReferrer credits land in their account, next to their points and store credit.
Referrals

One unique code per customer, generated automatically.

Payloot creates the code and link after every confirmed delivery and sends each side its reward.

ReferrerNew customer
PromotionsThe new customer's discount follows the same limits and checks as any Payloot promotion.

Real rewards, not free-for-all codes.

A referral program without controls is just one more coupon floating around the internet. Here's what Payloot already has in place.

Uses per code

Every code has a usage limit. Once it's used up, it stops working.

ExampleFRIEND-40, 1 use

Promotion rules

The new customer's discount follows the same limits and checks as any Payloot promotion.

Triggered by a real event

The code is created when your ERP confirms an actual delivery.

For your engineering team

It all starts with delivery.

The program plugs into your operation through the delivery event. Payloot handles the rest.

  • Trigger. Your ERP notifies Payloot through a webhook when an order is delivered.
  • Code and link. Generated dynamically, one per customer.
  • Rewards. Credits are recorded in the loyalty account, and the discount is evaluated like any other promotion.

API documentation

Walk through the delivery event, code generation and credit recording with your team.

Read the API docsSee integrations

Why not just share a coupon?

The two most common ways to reward referrals each leave something out: the referrer, or your data.

CriteriaShared promo codeStandalone referral toolPayloot
How the code is createdOne for everyoneIn an external systemUnique per customer, automatic
Who gets rewardedOnly the buyerBoth, outside your loyalty programBoth, on the same engine
You know who referred whomNoIn yet another dashboardNext to promotions and loyalty

This comparison describes common approaches. Individual tools may vary.

Questions about referrals.

What teams ask us most before turning the program on.

See all FAQs

How does the referral program work?

After a confirmed delivery, the customer gets a unique code. The friend they invite gets a discount, and they earn credit.

When does the customer get their code?

When your ERP tells Payloot through a webhook that the order was delivered, which is when they have the most reason to recommend you.

Where do the referrer's credits go?

Into their loyalty account, next to their points and store credit.

How do I keep a code from being overused?

Every code has a usage limit, and the new customer's discount goes through the same checks as any Payloot promotion.

Do I need a separate referral tool?

No. Referrals runs on the same engine as your promotions and loyalty program.

Works with

Turn word of mouth into measurable sales

We'll show you how the referral program would run on your current operation.

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