Skip to main content
The referral campaign builder guides you through the following steps to launch your program. Go to Campaign hub > Campaigns to Create campaign and select Referral codes.
1

​
Program size

Start by defining the core identity of your campaign:
  1. Enter unique Campaign name.
  2. Optionally, select a Category to group this campaign.
  1. Optionally, provide a Description for internal reference.
  2. Optionally, enable Customers can join campaign only once to ensure each customer can own only one referral code in this campaign.
Next, define campaign size:
  • Set Code count to define how many referral codes are generated when the campaign is created.
  • Enable Auto-increase voucher count to automatically generate new referral codes when the initial pool is exhausted.
Set Code generation settings:
  • Define the pattern, format, charset, and other details for your codes.
2

​
Timeframe

You can add the following optional time limitations:
  • Starts on and Expires dates
  • Duration and interval time frame (for example, every 2 days for 3 hours)
  • Valid days of the week (for example, only Wednesdays)
  • Valid hours per day (for example, happy hours between 16:00 and 22:00 every Friday and Saturday)
  • Set Keep valid for a specific amount of time after publishing to ensure referral codes expire after a defined time once assigned to customers.
3

​
Incentive workflow

Select the conversion event and define if the referral program is single-single (referrer is rewarded) or double-sided (both referrer and referee are rewarded).
1

Choose conversion event

Select the event that marks a referral as successful.You can choose one of the following:
  • Code redemption
    The referee redeems the referral code (for example, during checkout).     A successful redemption means a successful referral.
  • Custom event
    Prerequisite: Developer setupTracking custom events in your system requires sending them to Voucherify through POST Track custom events API endpoint.
    The referral is confirmed by an API custom event (for example, subscription_paid, social_media_sign_up). Select a custom event or create a new one. Voucherify records a successful referral when it receives the event together with a referral code.
2

Choose who will be rewarded

Decide how incentives are distributed in your referral program:
  • Referrer (single-sided)
    Only the referrer receives a reward.
  • Referrer and referee (double-sided)
    Both the referrer and the invited customer receive rewards.
If you choose Referrer and referee, the referee-specific steps will be available later in the builder.
4

​
Referee eligibility

This step includes Referee reward panel only when you selected Referrer and referee in the Incentive workflow step.If you selected Referrer, you can also add a Validation rule.
Define how the referee is rewarded after a successful referral conversion.
1

Referee reward type

If Referrer and referee is selected in the Incentive workflow step, choose what the invited customer receives:
  • Discount coupon – apply a discount to the referee’s order.
  • Credits on gift card – add a balance to the referee’s gift card in an existing gift card campaign.
  • Points on loyalty card – add loyalty points to the referee’s loyalty card in an existing loyalty campaign.
2

Reward configuration

Configure the selected reward type:
  • Discount coupon
    • Define discount type, value, and conditions (validation rule).
    • Control when and how the discount is applied to orders.
  • Credits on gift card
    • Define the gift amount.
    • Select the target gift card campaign.
  • Points on loyalty card
    • Define the number of loyalty points.
    • Select the target loyalty campaign.
3

Validation rule

The Validation rule step is available only for Credits on gift card and Points on loyalty card. For Discount coupon, add a Validation rule in the Conditions step in the discount builder.You can also add a Validation rule when only the Referrer is rewarded.
Optionally, add or create a validation rule to restrict when the referee reward can be granted (for example, new customers only or order value conditions).
For single-sided referral campaigns, it’s recommended to set the Redemptions per customer in a campaign rule to less than or equal to 1. This way, each referee can use a referral code from this campaign only once. Referees won’t be able to redeem one code twice or use referral codes from several referrers.
Read Create validation rules to learn how to set the rules.Read Validation rules for a detailed description of all validation rules and other settings.
5

​
Referrer rewards

Create tier to configure rewards for referrers with referral tiers.
1

Tier criteria

Select how referrers qualify for rewards:
  • Each unique referee redemption – reward the referrer for every successful referral.
  • Minimum unique referee redemptions – reward the referrer after reaching a defined number of successful referrals. You can Add filter to create a customer segment that a referrer must be part of to receive a reward.
2

Reward configuration

Add a Digital (a discount coupon, credits on a gift card, points on a loyalty card) or Material (a product) reward. Optionally, create a new reward.
3

Channels

Add distribution channels that trigger notifications when all reward criteria are met and a reward is assigned to the referrer.
You can configure multiple referral tiers within one campaign.
6

​
Distributions (optional)

Set up automatic messages sent when referral events occur. Messages can be sent to customers or external systems using channels such as email, SMS, webhooks, or integrations.
The distribution builder is preconfigured for the selected event. The only step to configure is Channels.
1
Add distribution and select the event:
  • Successfully published – used when a voucher is successfully published to a customer.
  • Customer was referred – used when a new customer joins through a referral.
2
In the distribution builder, Name distribution.
3
Go to Channels to Add channels. You can add one or more distribution channels.
4
In Summary, review the configuration and Save the distribution.
You can add many distributions to a referral program.
7

​
Metadata (optional)

Add custom attributes to your campaign for tracking or integrations.You can either:
  • Use an existing metadata schema.
  • Add unknown property: metadata that isn’t defined and won’t be added to the schema.
  • Add to schema: define new metadata schema. Once saved, reload the schema to use the new metadata.
Read Metadata to learn more about custom attributes.
By default, the campaign uses Voucher metadata schema. This will set metadata for the campaign and its vouchers. If you’re editing the campaign, changes made to the metadata will apply only to the vouchers that haven’t been redeemed yet and haven’t been published to any customers.Uncheck Use the voucher’s metadata schema to use campaign metadata schemas. The metadata will apply only to the campaign and not to its vouchers.
8

​
Access settings

Check areas, stores, and all stores to limit the access to the campaign by restricted users and API keys.
Enterprise featureThis step is available for Enterprise clients who have the Areas and stores feature enabled.Contact your technical account manager or Voucherify support.Read Areas and stores to learn more about access settings.
9

​
Summary

Review your configuration if everything’s correct. If you see something that needs editing, go back to a given step.If the setup is correct, click Save to launch your campaign.
Campaign calendarOnce you save your campaign or save it as a draft, you can see when it will be active in Campaign Calendar in the Marketer Hub sidebar section. Campaign Calendar shows an overview of all campaigns and their time frames and additional information when you click on a given bar.
Explore additional features to improve referral performance.
Each referral code needs to be published to a referrer before referees can use it. Publication means that a referral code is assigned to a particular customer (referrer).Learn how you can publish referral codes.
If you want to build your referral program around a custom event, read the Custom events article first.
Once your campaign is live, you can track its progress in the dashboard. This way you can quickly react when it underperforms and tweak its settings or experiment with your setup.
Dev toolsDevs can use the following tools for campaign tracking:
Even best campaigns can be a target of fraud or exploited by customers who spot weak spots in the promotion setup.You can stop that from happing by using fraud prevention and tracking tools built in Voucherify.Learn more about stopping incentive fraud in:
Last modified on February 9, 2026