In this campaign, existing customers can invite new users by sharing a personal referral code generated in the app.
The referral program is designed to increase both the customer base and retention through word-of-mouth. Each customer receives a personal code they can share with friends, family, or followers. When the code is applied during registration, both the inviter and the new user automatically receive a predefined reward. To adjust the bonus points for referrals, contact your CS manager.
The reward in this campaign is set as the welcome gift and replaces the default welcome gift, if one is configured. Each user can receive only one welcome offer, so the referral code must be applied before any other welcome offer is issued.
❗Disclaimer: If the campaign is not visible, use the ‘CRM Access’ hotkey in the CRM Support Hub.
Step 1: Create the Referral Program Draft
To get started, log in to your LoyaltyPlant account and navigate to the Campaigns section in the top menu.
In the top right corner, click Create New Campaign
Choose Referral Program from the list of available scenarios
Step 2: Set Campaign Parameters
After selecting the Referral Program, the Campaign scenario section opens. This is where you set the campaign timing and offer availability.
Note: Only one referral campaign can be active at a time.
1. Enter a campaign name
In the top-left field (under Draft · Referral Program), enter a name for internal reference. This name is only visible inside the CRM.
2. Set the campaign period
Date
Specify the start and optional end date to define when the referral campaign is running. During this period, the system issues rewards when a referral code is used.
❗Important: If no end date is set, the campaign will continue running indefinitely. Set a Campaign end (optional) if the reward is tied to a limited-time promotion or seasonal offer.
3. Set the offer duration
Enter how many days or hours the reward is available after a referral code is used. The reward is sent immediately after the code is applied. If it’s not redeemed within the selected period, it will expire automatically.
❗Note: If the campaign is stopped before the offer period ends, users who have already received the reward will still be able to redeem it until their personal expiration date.
Step 3: Set App Content
The main focus of this step is on how the referral reward will be shown in the app. The goal is to make the offer clear, appealing, and easy for users to notice and redeem.
1. Offer mechanics
Select a type of reward
If discount rewards are enabled in the account, this section will display two options: Choose a menu item as a present or Apply a discount. If not, the reward will be configured as a menu item by default.
Note: This guide covers the menu item reward setup. For information on configuring discounts, see How to Enable and Configure Discount Rewards.
Menu items
In this section, select the menu item to be used as the referral reward. Depending on the setup, one or both of the following redemption fields may appear:
Menu items for in-store orders
Menu items for online orders
The gift must be selected in every field where it should be available. Use the search bar to find items by name or POS code.
❗Important: To ensure the reward is available at all locations, select all matching items by POS code. It helps to avoid mismatches, especially when menu templates differ or items have been renamed.
How can a customer receive this gift?
In this section, check one or more boxes to select where the customer can redeem the reward. Depending on the setup, the following options may appear:
In store (show QR code) — redeemable during an in-person visit by scanning a QR code at the cashier
In application — redeemable only through orders placed in the app
Web ordering — redeemable only through orders placed on your website
Depending on the selected channels, additional fields may appear:
This section may look detailed, but most fields appear only after certain options are selected. You’ll only need to configure what’s relevant to your setup.
1. If only In store (show QR code) is selected:
Minimum order amount — required order total to receive the reward in-store
Note: This setting applies only to the selected gift item — not to the full order total.
2. If Web ordering, In application, or both are selected:
Minimum online order amount — required order total to receive the reward online
Depending on the selected condition, two additional fields may appear:
Menu items for orders — items that must be in the cart to unlock the reward
How to get — message shown at checkout explaining how to unlock the reward
3. If both in-store and online ordering (app and/or web) are selected:
Minimum order amount — required order total to receive the reward in-store
Minimum online order amount — required order total to receive the reward online
Reward cost (for analytics only)
In the Reward cost field, enter the estimated cost of the reward item — not the price shown to users. This value is essential for internal analytics and is used to evaluate campaign performance and calculate ROI.
It does not affect how the reward appears to users and is used solely for calculating campaign statistics and efficiency.
💡Tip: If you’re unsure of the exact amount, use a 30% food cost estimate. For example, if the menu price is $10, enter $3.
2. Offer settings
This section defines how the reward will be presented to the user in the app.
Title
Enter a short headline that communicates the value of the offer. This is the first thing the user sees on the reward card.
💡 Tip: Use 2–4 impactful words that clearly convey the benefit, e.g., “Free Margherita Pizza”
Description
Add a short message (up to 128 characters) that supports the title and provides context for the reward. This text becomes visible when the user opens the coupon in the app.
Use it to express urgency, personalization, or additional context, e.g., “Available with your next order this week.”
Detailed Description (optional)
This field is not shown by default in the reward preview but becomes visible when the user scrolls down the opened coupon. Use it to specify any important conditions (e.g., minimum order amount, expiration rules) or to add further context.
Cover Image
Upload a high-quality vertical image (at least 1080×1920 px) that visually supports the offer. This image appears at the top of the reward card and helps attract user attention.
Consider using a photo of the menu item with a short message like “Welcome gift,” along with visual elements such as a gift icon or a time tag (e.g. “3 days”) to highlight that the offer is time-limited.
Note: Instructions for designing and uploading images are provided in a separate presentation: How to design and upload app coupon images.
3. Coupon availability
App section
In this dropdown, choose where the reward will appear in the app. It will only be shown to users who meet all campaign conditions.
Step 4: Push Notifications
The first push notification is sent automatically after a referral code is applied.
In Notification text, include a short message confirming the reward. The key value should appear within the first 3–4 words, as this part is shown in the push preview (e.g. “Welcome gift unlocked 🎁”).
1. Reminders
Reminders are optional push messages that can be sent after the referral reward is applied. They can be used to follow up if the user hasn’t redeemed it.
To add a reminder, click Add another reminder in the notification settings.
Note: Follow-up messages are sent only to users who haven’t redeemed the reward.
Time
Set the exact time when the reminder should be delivered on the selected day.
For better visibility, avoid sending reminders at typical times like 12:00. Use less predictable options, such as 12:13 or 14:07, to reduce overlap with other notifications.
Final Step: Launch or Save the Campaign
Once all sections are filled out, go to the top right and click Create campaign to activate it immediately.
If you’re not ready to launch, click the arrow next to Create campaign and choose Save and exit to return later.