Set up the referral program
This guide shows how to enable the referral program for your bessa white-label app and choose which cards the referrer and the referred friend receive.
Prerequisites
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A bessa white-label app.
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Two cards to grant as rewards — one for the referrer and one for the referred friend. Prepare these in advance as Promotions; a value-discount card is a common choice. You can use the same card for both sides or two different ones.
Step 1: Open App settings
In the bessa Manager's left sidebar, under App, open App settings. The Referral program section is at the top of the page.
An info banner at the top of the section summarises the feature: "When active, referrer and referred friend each receive their assigned card upon registration."
Step 2: Configure the referral program
The Referral program section has three controls:
|
Control |
What it does |
|---|---|
|
Referral program active |
The toggle that turns the referral program on or off. |
|
Referrer card |
The card the person who refers someone receives. Click Change card to pick it. |
|
Referred friend card |
The card the referred friend receives upon registration. Click Change card to pick it. |
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Switch Referral program active on.
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At Referrer card, click Change card and select the reward for the referrer.
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At Referred friend card, click Change card and select the reward for the referred friend.
Once the toggle is on and both cards are assigned, the program is live in your app.
Important
Both cards must be active and belong to your company. If a card is missing or deactivated, the program does not run and no rewards are granted.
How the rewards are granted
When a referred friend accepts an invitation, both sides automatically receive a copy of the card assigned to them in the app.
Keep this in mind when choosing the reward: the referrer receives a separate reward for each friend they refer. A generous reward can therefore multiply if a user refers many friends.
For how the program works from your customers' perspective, see Referral program.
Troubleshooting
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No rewards are granted — The referral program is not active, or one of the two cards is missing, deactivated, or does not belong to your company.
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The referrer receives no reward — Their account may be deactivated; only active accounts are rewarded. The referred friend still receives their reward.
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A customer cannot redeem the code — The customer has already been referred (only once is possible) or is trying to redeem their own code.