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#   How to Set Up a Referral Program in loyalty Palms 

A step-by-step guide to setting up your **Referral Program** — rewarding customers when they invite friends who **place an order.**


### Step 1: Go to Programs
Click on **Programs** under **Loyalty Palm** in the sidebar, then click **Set up** next to the **Referral Program** card.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_vtdao7.png)

### Step 2: Activate the Program
Click the **Activate** button in the top right corner.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_hk2cox.png)

### Step 3: Referring Customer Reward
This is the reward your existing customer gets when their friend places an order using their referral link.
Click **Edit Reward** to set or change this reward.


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1vruemu.png)

### Step 4: Configure the Reward
Here you set the details for the referring customer's reward.
1. **Title** – name the reward (e.g., "Referral points")
2. **Reward value** – enter the points value customers will earn
3. Click **Create** to save


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_10otvhu.png)


### Step 5: Reward Saved
Your reward now shows **100 points**, active and ready.
Want to switch to a different reward format (like a discount) instead of points? Click **Change reward type**.


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_lr1c1u.png)

You can choose from **Online Store rewards** (amount discount, percentage off, free shipping, free product, gift card) or **Points Rewards**.


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_14zst4j.png)

### Step 6: Referred Friend Reward
This is the reward the invited friend gets (currently a **$50 amount discount**). Click **Edit Reward** here to change it, just like you did for the referring customer.


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1d8fzlm.png)

### Step 7: Set the Friend's Discount Details
1. **Title** – name the coupon (e.g., "$50 off coupon")
2. **Reward value** – enter the discount amount
3. **Purchase type** – choose one-time or subscription purchase


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1qfb4fu.png)


### Step 8: Fine-Tune the Discount Rules
1. **Applies to** – entire order or a specific collection
2. **Minimum requirement** – none, or set a minimum purchase amount
3. **Discount code** – optionally add a prefix to generated codes
4. **Combinations** – choose if it can combine with a shipping discount
5. **Reward expiry** – optionally set the reward to expire after a set time


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_uhdo29.png)


### Step 9: Review and Create
Check the **Summary** to confirm the reward details are correct, then click **Create** to save.


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_14ckwo9.png)


### Step 10: Program Activated 🎉
Your referred friend reward is now updated to **$25**, and you'll see a confirmation: **"Referral program activated."**
Your Referral Program is now live and ready to reward both referrers and their friends!


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_ftjzkj.png)
### Step 11: Additional Settings
1. **Social sharing** – edit how customers share their referral link (Facebook, X, Email)
2. **Referral link preview** – customize how your store appears when the link is shared
3. **Referral landing page** – set the URL referred customers land on, then **Save**


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1xevn6o.png)

### Step 12: Fraud Protection
Turn on **Anti cheat** to block suspicious referral claims before rewards are issued. You can enable options like blocking self-referrals, similar emails, repeated IPs/browsers, and more to keep your program secure. Click **Save** once you've made your selections.


![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_191hz6u.png)

### Step 13: You're All Set ✅
Back on the Programs page, your **Referral Program** now shows as **Active** with 2 of 2 rewards configured. You can return anytime and click **Manage** to review or update it.



![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_xo08jk.png)

***Thank you.***