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:

• At $80 → Tier 1 is unlocked

• At $400 → Tier 2 is unlocked

• At $500 → Tier 3 is unlocked

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

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.

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.

Reward Value Settings

Enable this to define the reward amount given when the reward is unlocked. This can be a fixed amount, percentage, or custom item depending on your reward delivery method (e.g., gift card, coupon, manual credit, etc.).

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.

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.

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

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