Refer & Earn flow Setup

To enable the Refer & Earn flow on the Bot, you need to follow these 3 steps

Step 1 - Check Flow Settings

Once you open the App, you'll be shown the list of settings required to configure the Referral Flow. The following settings are a must and should be verified before you enable the referral flow.

• Reward Points which referrer gets on successfully referring

• Reward Points which the referee gets when invited by someone as a welcome bonus

Here are some other settings which you can modify

• After how many hours the coupon generated by a user should expire

• Rewards Coin Multiplier - How many points equal 1 rupee? You can set the multiplier as 10, which will ensure users get 1 rupee to redeem for 10 points that they earn

• You can set that if a user purchases "X" days prior, should the user be considered a new user or not?

Step 2 - Manage Credits

This window provides you to perform the following operations

• Add / Subtract credits for a particular user

• Ban a user from the Referral Program

• Export the current credits of existing users

• Import credits from 3rd party referral programs like smile

1. Add / Subtract credits for a particular user

You can enter the phone number of a user and choose the points you want to add. Set the expiry date of the credits and click on Update Credits.

In case you want to remove certain credits for a particular user, click the delete button to the right-hand side of the table row, this will make those points invalid and won't be considered for the referral program.

2. Ban a user from the Referral Program.

If you find a referral program being misused by a certain user, you can enter their number and click on Ban User.

3. Export the current credits of existing users.

You can click on export credits and can take the export of credits earned by users for easy viewing.

4. Import credits from 3rd party referral programs

if you want to migrate the reward points earned by your users from some 3rd party app, you can simply take a CSV export from that app and click on import credits on the app. The credits will be migrated instantly.

Step 3

Once you are satisfied, click on Push Changes to Bot