Reward Settings

ReferralHero's advanced reward settings allow you to configure additional types of rewards and custom reward rules. These settings give you greater control over who receives rewards, when rewards are triggered, and how they’re delivered.

Reward Overview Settings

Manually Add Eligibility

Enable this option to manually apply reward eligibility to specific advocates via their subscriber profile.

• By default (when this is disabled), all subscribers are eligible for the reward.

• When enabled, rewards will not be available to any subscriber unless eligibility is manually granted.

To manually assign reward eligibility:

1. Go to the subscriber profile

2. Click the 3-dot dropdown in the Campaign Info section

3. Select Edit Info

4. In the popup, check or uncheck rewards in the Eligible Rewards dropdown

Reward Conditions Settings

Reward Tiers

Enable this option to set minimum and maximum conditions for a reward. Commonly used to increase reward amounts as users reach higher tiers.

• Referral count-based rewards: Unlock the reward when the number of referrals falls between X and Y

• Transaction-based rewards: Unlock the reward when the total transaction value of referred users falls between $X and $Y

Example tier setup:

Tier	Transaction Range	Reward
Tier 1	$0–$200	$5
Tier 2	$201–$400	$10
Tier 3	$401–$600	$15

• At $80 → Tier 1 is unlocked

• At $400 → Tier 2 is unlocked

• At $500 → Tier 3 is unlocked

NOTES:

• The referrals’ accumulated transaction value is the sum of all referred users’ transaction amounts.

• All values are inclusive. To avoid triggering multiple rewards at once, make sure the same number isn't used as both the upper limit of one tier and the lower limit of the next (e.g., avoid using $200 as both the upper limit of $0–$200 and the lower limit of $200–$400).

Time-Based Reset Period

When enabled, referral counts used for unlocking rewards automatically reset at the start of each selected calendar period.

This condition only applies if the reward is triggered by generating a referral (not available when triggered by referral transactions).

Options:

• Monthly – Referral counts reset on the first day of every month

• Quarterly – Referral counts reset on the first day of each calendar quarter (Jan 1, Apr 1, Jul 1, Oct 1)

• Yearly – Referral counts reset on the first day of every year (Jan 1)

Example:

• Reward trigger: Every 1 referral

• Reward tiers:

  • Tier 1: 1–3 referrals → Reward value: 1000.00

  • Tier 2: 4–7 referrals → Reward value: 1500.00

  • Tier 3: 8+ referrals → Reward value: 2000.00

• Time-based reset period: Monthly

• Behavior: A reward from the appropriate tier is unlocked every time a referral is added during August. At the start of September, referral counts reset, and new rewards begin tracking for the month

  • Rewards triggered under “Reward Reset” for Tier 1 (1000.00), Tier 2 (1500.00), and Tier 3 (2000.00)

  • On Aug 27, confirmed rewards were sent for Tier 1–3 depending on referral counts

  • On Sep 8, new rewards were triggered again for Tier 1–3, showing the reset in action

Subscriber Tag

Apply tag-based restrictions to this reward to limit eligibility to specific segments.

• Advocate Tag: Filters who can earn the reward

• Referral Tag: Filters who can trigger the reward

Tag match options:

• ALL – Includes all subscribers (tagged and untagged)

• ANY – Includes only subscribers with at least one tag

• NONE – Includes only untagged subscribers

Date Range

When enabled, this condition restricts a reward to only be earned within a specified date range.

This condition is available for both reward triggers: generating a referral and referral transactions.

Configuration:

• Start Date – The first date when the reward can be earned

• End Date – The last date when the reward can be earned

NOTE: Dates are inclusive, meaning rewards can be unlocked on both the start date and the end date.

Example:

• Reward trigger: Every 1 referral

• Date range: Aug 09, 2025 – Aug 31, 2025

• Behavior: Rewards are only unlocked for referrals generated within the defined period (Aug 09–Aug 31). If a referral is added on Sep 1 or later, no reward will be triggered.

Conversion Value

Enable this to unlock a reward only when the referred user’s conversion amount exceeds a defined threshold.

Example: Unlock a reward only if the referred user spends more than $50.

Product Condition Settings

Unlock the reward only when a referred subscriber purchases a specific product.

A single reward can include multiple eligible product IDs, and ANY of the listed products will count toward unlocking the reward.

This applies to all reward types (conversion bonus, transaction reward, and referral-based advocate rewards).

NOTE: If Reward Tier conditions are enabled, tier calculations aggregate totals across all listed product IDs.

Supported methods:

• Product ID: Matches a product ID sent via the API or added manually in the Transactions section

• Stripe Product: If using Stripe integration, the reward is unlocked when the designated Stripe product is purchased

Useful when rewards should only be issued for specific product purchases, now with the flexibility to include multiple products under a single reward.

Reward Value Settings

Enable this to define the reward amount given when the reward is unlocked. Depending on your reward type, you can choose from the following options:

• Fixed Amount: A specific reward amount is given when the reward is unlocked.

• Percentage: The reward amount is calculated as a percentage of the applicable referral conversion value or transaction amount.

• Defined in Transaction: For transaction rewards, the reward amount is defined directly in the transaction passed through the API.

NOTES:

• If selecting ‘percentage of referral conversion value’, the conversion value must be set in the subscriber profile to calculate the reward value. Otherwise, the reward value will return as 0.

• If selecting ‘percentage of each transaction’, the transaction amount must be set in the Transactions section to calculate the reward value. Otherwise, the reward value will return as 0.

• This feature is not available in points-based campaigns.

Reward Duration Settings

1. For referral-based campaigns

   1. Referral count-based rewards: Enable duration to allow the same reward to unlock multiple times over a set time period.

   2. Transaction-based rewards: Enable duration to make the reward recur based on referred user transactions. You can set a maximum total reward value per referral.

   Example: An advocate earns 10% on every referral transaction, up to a maximum of $100 per referral. If a referral completes 12 transactions at $100 each:

   1. The advocate earns rewards for the first 10 transactions only (10 × $10 = $100).

   2. Rewards for transactions 11 and 12 will not be unlocked.

NOTE: This feature is not available when using Reward Tiers.

1. For points-based campaigns:

Enable duration to allow the same reward to unlock multiple times over a time period. The reward will recur at the specified interval, for a set number of times.

Reward Delivery Settings

Choose how and when rewards are released:

• Immediately upon unlocking, or

• After a time delay, which includes:

  • Held until manually reviewed and released

  • Held for a specified number of days before being released

These delays act as a security buffer to ensure the referral passes a refund or chargeback window.

When a delay is applied, rewards are unlocked with a Pending status. Pending rewards can be sent or canceled at any time from the ReferralHero dashboard. (Reward notifications can also include a QR code, allowing authorized users to scan and securely update the reward status. This provides an additional way to manage Pending rewards before they are marked as Sent. For full details, see the Reward QR support guide. )

Additional Delivery Options

• Group reward payouts and hold until (available if a reward value is set): Unlocked rewards can be grouped and released together either:

  • When manually reviewed and released, or

  • When a specified payout amount is reached

• Stripe integration (available if Stripe integration is enabled): Hold unlocked reward for set days, and if the Stripe customer is active, send the reward—otherwise, cancel it. This helps ensure the referral is valid and the customer remains active.

Advanced Reward Settings Examples

Example 1

Reward Value: $10 fixed amount Reward Frequency: recur every 1 month, total 3 times Reward Delivery: release immediately

Results:

REWARD	TRIGGER DATE	SENT DATE	SUBSCRIBER	VALUE	TOTAL	STATUS
Name	Apr 19, 2023	Apr 19, 2023	Email	10	10 of 30	Sent
Name	Apr 19, 2023	Est. May 19, 2023	Email	10	20 of 30	Pending
Name	Apr 19, 2023	Est. Jun 19, 2023	Email	10	30 of 30	Pending

Example 2

Reward Value: 10% of the conversion value Reward Frequency: $300 conversion value, recur every 1 month, total 3 times Reward Delivery: release immediately

Results:

REWARD	TRIGGER DATE	SENT DATE	SUBSCRIBER	VALUE	TOTAL	STATUS
Name	Apr 19, 2023	Apr 19, 2023	Email	30	30 of 90	Sent
Name	Apr 19, 2023	Est. May 19, 2023	Email	30	60 of 90	Pending
Name	Apr 19, 2023	Est. Jun 19, 2023	Email	30	90 of 90	Pending

NOTE: If a reward triggers every time a subscriber refers three referrals and the reward value is based on the percent of referral conversion value, the sum of all three referral conversion values will be used to calculate the reward value.

Example 3

Reward Frequency: Every 1 referral Reward Tiers: Tier 1–2 Time-Based Reset: Monthly Date Range: Aug 15, 2026 – Sep 15, 2026

Results:

• A referral generated before Aug 15 did not unlock a reward because it was before the start of the defined date range.

• Between Aug 15 and Aug 31, the first referral unlocked Tier 1, and the second referral unlocked Tier 2.

• A third referral between Aug 15 and Aug 31 did not unlock a reward because the maximum tier for the August monthly cycle had been reached.

• On Sep 1, the reward tiers reset for the new monthly cycle.

• Between Sep 1 and Sep 15, the first referral unlocked Tier 1, and the second referral unlocked Tier 2.

• Additional referrals between Sep 1 and Sep 15 after Tier 2 was reached did not unlock a reward.

• A referral generated after Sep 15 did not unlock a reward because it was outside the defined date range.

NOTE: Time-Based Reset provides a new tier allowance at the start of each monthly cycle, while the Date Range determines the period during which the reward can be earned.