Refer a friend

Reward your customers for bringing in new ones, with a bonus for the referrer and a bonus for the friend who joins.

The referral program turns your existing customers into a way to grow. When a customer refers a friend and that friend joins and makes their first purchase, both of them get a bonus on their card. It is set up per card, so you decide the rewards for each program you run.

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Turning it on

Referral is a setting on the card, not a separate page. You set it when you create a card or by editing an existing one.

1. Open the card's settings

   From Passes, open the card and click Edit Card. You are on the Settings tab.

2. Turn on Referral Program

   Switch on Referral Program (“Reward customers who refer new customers to your business”).

3. Set the two bonuses

   • Bonus for referrer: what the existing customer gets when their friend joins and buys.
   • Bonus for new customer: what the friend gets.

   On a stamp card these are in stamps, on a points card in points. On a cashback card the fields are Bonus for referrer and Bonus for new customer, followed by your currency code, for example (EUR). You type credit in your currency, for example 1,00 € or 25 Kč. On a discount card they are spend in your currency: the bonus counts toward the customer’s next discount level.

   Each field shows the highest bonus you can set. On a cashback card that is about 50 EUR in your currency (for example 1 250 Kč or 20 000 Ft).

4. Save

   Click Save. The referral program is now live on that card.

The Referral Program setting on a card

Want to reward only the new customer and not the referrer? Set Bonus for referrer to 0. The program then works as a one-sided welcome incentive.

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How it works for your customers

When referral is on, a customer invites friends in two ways:

• The QR code on their wallet card. With referral on, it is also their referral code, so they share the card they already have.
• Their personal referral link. They share it with the Share your link button on their profile.

With the QR code it works like this:

1. The customer opens their card

   They open their card in Apple Wallet or Google Wallet and find their referral QR code on it.

2. They share the QR with a friend

   They let the friend scan the QR with their phone camera, or send a screenshot (in a message, WhatsApp, Messenger, Instagram).

3. The friend scans it and joins

   Scanning opens the card’s sign-up page, which shows who referred them (for example “Referred by: Jana K.”, first name and the initial of the last name). Below it, Reward shows what the friend gets on the first purchase, for example +1 stamp. The friend joins as normal and gets their own card.

4. Both get their bonus

   When the new friend makes their first purchase, the bonuses are applied: the friend gets the new customer bonus and the referrer gets the referrer bonus. Both cards update and both get a notification.

   On a cashback card the notifications show the credit:

   Who	Notification
   Referrer	”🎉 +€1.00 for a referral • Credit: €3.40”
   New customer	”🎁 +€1.00 referral bonus • Credit: €1.25”

The bonuses are credited on the friend’s first purchase, not the moment they sign up, so a referral only pays out when it turns into a real customer.

A referral waits 90 days for that first purchase. After 90 days it expires, and a later purchase pays no bonus.

The bonuses are fixed when the friend signs up. If you later change the bonuses or turn the program off, friends who already signed up still get the bonuses that applied at their sign-up.

To prevent self-referral, VEXiON checks each referral for warning signs: the friend’s browser details match another friend of the same referrer, the friend’s Apple Wallet card is on the same device as the referrer’s, or one referrer brings many friends in one day. One warning sign holds the bonus for at most 7 days. After the hold, the bonus is paid on the friend’s next purchase. A purchase the friend makes during the hold does not earn the bonus. A referral is held only once.

When the matching browser details and the same Apple Wallet device both appear, the referral is cancelled and no bonus is paid. VEXiON never takes back a bonus that was already paid.

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The customer’s profile

The customer opens their profile from the card (View profile). On a card with referral on, the profile shows a Referrals box below the statistics. It tells the customer what they and their friend get, how many friends joined, what they earned, and how many friends are still waiting for a first purchase. The Share your link button opens the phone’s share menu, or copies the link. The link opens the sign-up page of this card with the customer as the referrer. The box shows only on cards with referral on.

In WhatsApp, iMessage, Messenger and other chat apps the link shows a preview: your card banner with a badge of the friend’s reward (for example +1 stamp, or +€1.00 credit on a cashback card), the title “Jana K. invites you to Brew Haven”, and what the friend gets on the first purchase. The text follows the card’s language. With referral off or a friend bonus of 0, the preview shows the plain banner and invite text.

The Referrals box on the customer's profile

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Where you see referrals

• Customer profile, Lifetime Analytics: the tile Referred friends shows how many friends made their first purchase. Below the number you see what the customer earned and how many friends are still waiting (pending). See The Customer Profile.
• Customer profile, header: a customer who joined through a referral shows Referred by with the referrer’s name. Click the name to open the referrer’s profile.
• Transactions: open Filter, then Event, and tick Referrals to list only the referral bonuses (Referral bonus and Welcome bonus (referral)). The option appears when this customer or card has such transactions.

A friend counts in Referred friends after their first purchase, also when the referrer bonus is 0.

With referral on, the card QR is a web address. The Dotykačka mobile waiter cannot read it, so use a physical barcode scanner (see Dotykačka: connecting & setup).

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Which cards support it

Card type	Referral
Stamp	✅ (in stamps)
Reward	✅ (in points)
Cashback (one level or more)	✅ (credit in your currency)
Discount	✅ (spend in your currency)
Coupon, Gift card, Membership, Employee cards	Not available

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Need help?

Anything on the VEXiON cards side: [e-mail], [phone].