Odoo Website Refer and Earn

Odoo Website Refer and Earn

Introduction

Odoo Website Refer and Earn: Refer us! To your connections (friend and family) and earn Rewards. Through our Refer and Earn program, you just need to share your auto-generated Unique Referral Code (Referral code will be generated automatically once you sign-up with us) with your connections. Once your referred connections join us using your referral code. You will be rewarded by us. You can even track your referrals and the reward earned in the real time via our personalized dashboard.

Features

  • This module helps to earn reward points for referral.
  • Helps to engage like-minded customers for your store which eventually results in increasing your sales.
  • Easy to Share Referral link in just a single click
  • Customisable Reward policies(either on Sign-up or after the first sale order)
  • Customisable Rewarding Policies (Either to both Referral and Referrer or to anyone of them)
  • Referral Code: Unlimited Sharing and has no expiration.
  • Earned referral points can be redeemed at any time.
  • Helps to track and maintain real-time stats of referral earnings with details on the auto-generated personalized dashboard.
  • Allows Admin to set Reward Points for Referral and Referrer separately.
  • Allows admin to define the amount allocated as per reward point earned.

Installation

After buying Odoo Website Refer and Earn you will get a zip file, which contains module. Unzip the file and now just copy `refer_and_earn` module folder into your Odoo addons. Now enable developers mode on your Odoo

  • Go to settings menu and Click on Activate the developer mode.
  • Now Go to Apps menu and Click on ‘Update Modules List
  • Remove the Apps filter

Now you will be able to see the module, just install it. After installing you will be able to handle different functionality as mentioned in module’s Workflow.

Workflow

Configuration 

Once the module is installed, click on Referral Manager menu> under Settings menu define landing page content which you want to display. Now, select the type to auto approve or to on successful completion of the first order. This will help in the allocation of referral points. Define the number of referral points earned by referral and number of referral points earned by referrer under referred points field and referral points equivalent amount i.e calculated on per point basis. 

Admin View 

Once a customer comes up with the reference then it’s referral details which will include referral code, referred by and referral earnings will be added automatically to its account under Referral Details tab.

Maintain Transaction History

Under Referral Manager menu> Click on Transaction History menu to check the Referral transaction history with the corresponding state.

Website View  

Now on website home page, click on Refer and Earn link which will redirect to the refer and earn page. 

Click on start earning now button which will help you to sign up using a referral code.

Please note: you need to enter your referrer code under “Do you have referral code?” field while sign-up to earn referral points which will automatically attach to your account.

How to get and share your referral code? 

Under My account, click on refer and earn option. It will redirect you to refer and earn page which contains your referral code which you can share with your friends using email or by communicating directly. Your earning amount will also be displayed on the same page and number of friends will also be displayed who signup using your referral code. 

When you click on Detailed view button, it will redirect you to the reward stats page.

Payment using earned referral points

While ordering the product online, you can use earned referral points for payment on payment page simply by enabling “Use Referral Earnings” option.

It also displays your current balance and used referral earning points.

Support

For any kind of technical assistance, just raise a ticket at https://webkul.uvdesk.com/ and for any doubt contact us at support@webkul.com