Referral Program

X POS includes a referral system where existing customers can refer new customers, and both parties receive promotional rewards.

Overview

The referral system works through:

• Referral Codes — Unique codes assigned to customers
• POS Offers — Rewards for both the referrer and the referred customer
• POS Coupons — Auto-generated coupons linked to referral codes

Referral Code Setup

Each referral code is defined with:

How It Works

For the Referring Customer (Existing Customer)

1. A Referral Code is created and linked to the customer
2. The customer shares their referral code with friends/family
3. When a new customer uses the code, the primary customer receives their reward

For the Referred Customer (New Customer)

1. During customer creation at the POS, the cashier enters the referral code
2. The system validates the referral code
3. A POS Coupon is auto-generated for the new customer linked to the Customer Offers
4. The new customer can redeem this coupon on their first purchase

Reward Distribution

• Customer Offer — The reward (discount, free item, etc.) given to the new customer
• Primary Offer — The reward given to the existing customer who made the referral
• Both offers are configured as POS Offers with full flexibility (percentage discount, free product, etc.)

Automatic Referral Code Generation

When enabled in your POS Profile:

• Every new customer created at the POS automatically gets a referral code
• The code is stored on the customer record
• The customer can immediately start referring others

Customer Fields for Referrals

Using Referral Codes at POS

New Customer Registration

1. Open the Customer Selection Dialog
2. Click Create New Customer
3. Fill in the customer details
4. Enter the Referral Code in the referral code field
5. Click Create & Select
6. The referral is registered, and the appropriate coupon is generated

Redemption

• The referred customer's coupon appears in their applicable offers
• When Auto Fetch Coupon Gifts is enabled, the coupon is auto-applied
• The referring customer's reward coupon is created and available for their next purchase

Tips

• Referral programs are powerful for organic customer acquisition
• Set compelling offers for both parties to encourage sharing
• Link referrals to marketing campaigns for tracking effectiveness
• Monitor referral code usage through reporting
• Combine with loyalty programs for a comprehensive customer engagement strategy