Member Referrals

An overview of the capabilities of member referrals in the Rinsed platform

Referral programs are programs that incentivize current members to refer their friends and family to sign up for memberships. 

How Member Referrals Work

Each member in Rinsed has a unique referral code assigned to them. Rinsed tenants can share those referral codes with their members, who can then send them out to friends and family.

Rinsed tenants can then add a "referral code" field to their checkout forms, and we can track the number of checkouts associated with a referral code. Data can then create a dashboard showing each member's number of referrals.

To make the process simpler, tenants can also send out referral links that dynamically populate the referral code. That way, customers can easily share out a link with friends, rather than having them copy/paste a code. 

We cannot automatically send a voucher or apply a discount after a member reaches X number of referrals. For this reason, tenants may need to get creative with their referral programs (sweepstakes for a free car, swag, Amazon gift card, etc.)

How to Set Up Member Referrals

1. Add a "Referral Code" field to your checkout form
   1. Create a new checkout form, or open an existing one and click Actions> Edit. 
   2. Under Custom Fields click Add Custom field.
   3. Now, fill in the field_code (you can make this up- for example, "member_referral_code") as well as the field label (this is the user-facing name of the field, for example, "Member Referral Code."
   4. Save changes.
   5. Make sure to have the URL for the checkout form page handy as you will need it later.
2. Distribute referral codes/referral links to members in an email or text message. Note that this can be done in a variety of ways through Rinsed- in a checkout confirmation, a scheduled or campaign message, a contact form confirmation etc.
   1. Create the text or email template you would like to use. 
   2. To send the code directly, simply add the "Membership referral code" merge tag to the template ("Here's your referral code-____)
   3. To send a referral link that pre-populates the referral code:
      1. Insert the link to the checkout form in the email or text.
      2. At the end of the URL, add the following: /?custom_field={{membership_referral_code]]
         1. The referral code will populate at the end of the URL once sent. When the customer opens this link, they'll see the referral code already populated in the custom field. 
3. Submit a data request to your CSM to be able to track the referral code analytics.
4. Members distribute their code/link as they please.
5. When a friend/family of the member goes to make a purchase, they should ensure that a referral code is properly entered into the referral code field.
6. When a successful purchase is made and a referral code is entered, that purchase will be attributed to the original member in the dashboard. 

For more information on Rinsed referral capabilities, please reach out to your CSM!