The referral feature functions just like Advanced Billing’s coupon feature. The referral feature provides a mutual discount to subscribers in the case of a referral. Additionally, we provide a report of the history of your referrals for reference.
The referral feature is intended to be a two way / mutual referral program that benefits both the referrer and the customer that’s referring. However, if you’d like to not credit either of the subscriber, simply set the credit to $0.00.
In order to set up the referrals feature, you’ll need to define the following:
- The discount for the referring customer
- The discount for the new customer that’s been referred
- When to delay the credit
- Whether or not to limit the discount
- If the credit should be recurring.
The screen grab below depicts how to edit the referring customer discount and the coupon discount for the new customer.
Configure Referral Settings
One Time Credit for Referring Customer
Subscribers will receive a one-time credit applied to their subscription when a new customer signs up using their referral code. The credit will be given immediately, regardless of whether the new customer’s subscription has a trial period or is free.
When a credit is available for the referring customer, you have two options:
- Apply credit immediately at signup, regardless of trial periods or free plans.
- Only apply credit once the referred subscription is active and a payment has been made.
In most cases, you’ll want to make sure that the subscription that has referred transitions to the active state before applying the credit to the referrer. The intention here is to ensure that the referred subscription has accrued revenue for yout site. However, in an effort to be as flexible as possible, Advanced Billing gives you the option to delay the credit or apply it immediately.
Coupon Discount for the New Customer
New customers will have a coupon applied to their subscription when signing up with a valid referral code. Here you’ll define the Coupon Discount for the New Customer. This is the discount that anyone signing up with a referral code will receive. The discount works exactly like our existing coupon functionality.
- Discount: Specify a percentage discount for the new customer
- Flat Dollar Amount: Specify a dollar amount discount for the new customer
For the new customer, you can limit the amount of discounts that are applied.
- Limit discount (discount may not exceed total of the charges)
Example: Karen uses her referral discount for $100 on a $10 product. She receives a discount of $10 and the remaining discount is discarded.
- Do not limit the discount (credits will carry forward to the next billing)
Example: Karen uses her referral discount for $100 on a $10 product. She receives a discount of $10 and the $90 remaining discount is placed as a negative balance on her subscription for use in the future.
For the referred new customer, Advanced Billing gives you the option of designating the referral coupon to recur, or not. The simple choices below will allow you to reward your new subscriber again and again, or give them a huge discount up front for purchasing your product.
- Apply the discount only at signup
- Apply the discount at signup and every renewal
- Apply the discount at signup and for X renewal periods?
Excluding Discount On Mid Period Allocations
This option specifies whether or not the coupon should apply to component allocations that are generated mid period.
If you have defined multiple currencies for your site, you will be able to define how the referrer credit and coupon (for amount-based coupons only) will convert in non-primary currencies. You will see the option to either “Use Definitive Pricing” or use the site level exchange rate. If you choose to use definitive pricing, you will see the option to define a specific discount amount for each currency that is defined on the site.
If you choose to use the site exchange rate, we will either use the custom rate that you defined on the site currency, or our hourly cached exchange rate to calculate the amount based on the primary pricing. For amounts using the site level exchange rate, you will see a preview of what the amount would be right now by selecting “View Converted Prices”.
- Once your settings are saved, click the ‘Enable Referrals’ button on Setup –> Referrals.
How To Obtain Referral Codes
Once referrals have been enabled, a unique referral code will be created for every subscription. You can obtain the referral code by visiting the subscription summary page for the subscription, or by fetching the subscription from the API.
Using Referral Codes in Email Templates
Referral codes can also be inserted into the emails that Advanced Billing sends to your customers by using the
For example, in the signup email, you might want to provide a signup link that your new customer can give out to their friends. You can do this by appending
?ref= and the referral code to the URL of any one of your Public Signup Pages:
Alternately, you may want to append the referral code to a URL on your own site, and then pass it back to Advanced Billing after the customer selects which product they would like to subscribe to.
Referral Signup Flow via URL Parameter (Public Pages)
- A user navigates to a Public Signup Page with a referral code
tcj3r9in the URL.
The customer is shown a preview of the referral discount that will be applied to their subscription.
Referral Signup Flow via Signup Form (Public Pages)
- A user navigates to a Public Signup Page. For example:
http://acme.chargifypay.com/subscribe/5p3wn7w7/basic. The customer can enter their referral code and validate it, while seeing preview of the referral discount that will be applied to their subscription.
- The new customer completes their signup and the referral discount is applied; from this point on the behavior is the same as Referral Signup Flow via URL Parameter.