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The Referrals module enables a structured member acquisition program. Each enrolled member receives a unique referral code. When they share that code and a new person joins and completes a qualifying action, both the referrer and the new member earn points. Loyalife handles the code generation, tracking, reward distribution, and performance reporting automatically.

Why use referrals?

Referral programs drive organic, trust-based growth. A person who joins because a friend recommended the program is typically more engaged than someone acquired through a paid channel — they were motivated by a trusted recommendation, not an advertisement. What Loyalife’s referral program offers:
  • Unique codes automatically assigned to every enrolled member
  • Flexible reward triggers (on sign-up or on first transaction)
  • Configurable point amounts for both the referrer and the new member
  • Caps on how many referrals a single member can earn rewards for
  • Anti-fraud controls — no self-referrals, no double-rewarding
  • A dedicated Performance Dashboard for tracking results

How a referral works — end-to-end

From the member’s perspective (mobile app)

Members access the Refer & Earn screen from their profile or home screen. The screen shows:
  • A value proposition banner (e.g., “Invite a friend and earn 200 points!”)
  • The member’s unique referral code
  • A Copy Code button that copies the code to the clipboard with a confirmation toast
  • A Share Invite button that opens the device’s native share sheet
  • An expandable How It Works section for education
  • A Referral History section showing past referrals and points earned

Sharing the referral code

When the member taps Share Invite, the native share sheet opens with a pre-filled message containing the referral link (deep link) and embedded code. The member selects their channel — WhatsApp, SMS, email, or any social app — and sends it. Pre-filled share message example:
“Hey! Join [Program Name] using my code GYREJHBDF67895R and earn 200 points on your first transaction. Download the app here: [app link]”
The member can also copy the code manually and paste it anywhere.

The referred friend’s journey

1

Click the referral link

The friend taps the link. If the app is not installed, they are redirected to the App Store or Play Store. If installed, the app opens directly.
2

Sign up with the code

On the sign-up screen, the referral code is either auto-applied from the deep link or available for manual entry. The system validates the code — invalid codes show an error; valid codes proceed.
3

Complete a qualifying action

Depending on your program’s reward trigger setting, the reward fires on sign-up activation or on the friend’s first qualifying transaction.
4

Both parties earn rewards

When the trigger condition is met:
  • The referrer receives their configured point reward
  • The new member receives their welcome bonus points (if configured)
Both receive a notification. The referral appears in the referrer’s Referral History.

Fraud controls

Loyalife enforces the following rules to prevent referral abuse:
RuleBehavior
No self-referralsA member cannot use their own referral code
No duplicate referralsThe same person cannot be referred twice
Rewards granted onceEach referred friend can trigger rewards for the referrer only once
Referral capA configurable maximum number of qualifying referrals per member per month or lifetime
Loyalife supports deep link generation through AppsFlyer OneLink. When enabled, referral links are OneLink URLs that:
  • Redirect to the correct app store based on the device (iOS or Android)
  • Open the app directly with the referral context if already installed
  • Attribute the install correctly to the referring member for analytics
This integration is configured during program setup. Contact your Loyalife implementation team to enable it.

Referral history and pagination

The referral history section in the member app shows all successful referrals with:
  • The referred friend’s name
  • Date of the referral
  • Points earned
History is paginated when a member has accumulated a large number of referrals, so the list loads quickly regardless of volume.

Getting started

Referral reward points are posted as Credit By Bonus entries on the referrer’s ledger. To report on referral-driven point awards, filter Transactional reports by Credit By Bonus and check the Narration column for the referral source.