{"id":92696,"date":"2017-09-08T12:13:37","date_gmt":"2017-09-08T12:13:37","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=92696"},"modified":"2024-05-16T13:14:34","modified_gmt":"2024-05-16T13:14:34","slug":"odoo-website-refer-and-earn","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-website-refer-and-earn\/","title":{"rendered":"Odoo Website Refer and Earn"},"content":{"rendered":"\n

INTRODUCTION<\/h2>\n\n\n\n

Referring to a website by customers to other users can be beneficial for you in long run. it will attract a huge no. of audience towards your website leading you to increased sales. To make that happen, Odoo Website Refer and Earn Module lets you share your auto-generated Unique Referral Code (Referral code will be generated automatically once you sign-up with us) with your connections.<\/p>\n\n\n\n

Refer us! To your connections (friend and family) and earn Rewards.<\/em><\/strong><\/p>\n\n\n\n

With the help of this module, the referred connections can join using the generated referral code. Hence, the new users will be rewarded that will compel them to purchase from your website. Also, you will keep a track on the referrals and the reward earned in the real time via personalized dashboard.<\/p>\n\n\n\n

FEATURES<\/h2>\n\n\n\n
    \n
  1. The Odoo Website Refer and Earn Module is an easy to use module that lets your customers earn rewards and increase your store sales.<\/li>\n\n\n\n
  2. You can easily track your Stats from the backend.<\/li>\n\n\n\n
  3. The module lets you share a referral link in just a single click<\/li>\n\n\n\n
  4. You will be leveraged with customizable Reward policies either on Sign-up or after the first sale order or to both Referral and Referrer or anyone of them.<\/li>\n\n\n\n
  5. The module lets the Unlimited Sharing of Referral Code.<\/li>\n\n\n\n
  6. It provides an auto-generated Personalised dashboard for your customer to track their reward stats.<\/li>\n\n\n\n
  7. There is no Expiration Date for the referral code.<\/li>\n\n\n\n
  8. There is no time limit on the reward.<\/li>\n\n\n\n
  9. Once the money is credited to the account can be used anytime in the future.<\/li>\n\n\n\n
  10. It is open for all and everyone can be invited who still have not joined your store.<\/li>\n\n\n\n
  11. There are real-time stats of earnings with details.<\/li>\n\n\n\n
  12. It allows you to set the different Reward Points for Referral and Referrer.<\/li>\n\n\n\n
  13. The Odoo Website Refer and Earn module lets you configure the Reward point value, like 1 Reward Point = 10$.<\/li>\n\n\n\n
  14. The module provides you a quick and Easy Installation Process.<\/li>\n\n\n\n
  15. You can confirm the Transactions manually or auto-approve.<\/li>\n\n\n\n
  16. The module lets you define\/update welcome page Content.<\/li>\n\n\n\n
  17. You have full control over Refer and Earn Policies.<\/li>\n\n\n\n
  18. The module lets you track the transaction history of every customer.<\/li>\n<\/ol>\n\n\n\n

    INSTALLATION<\/h2>\n\n\n\n
      \n
    1. Once you have purchased the module from our Webkul store, you will receive a link to download the zip file of the module.<\/li>\n\n\n\n
    2. Extract the file on your system after the download finishes. You will be able to see a folder named- \u2018refer_and_earn<\/strong>\u2019.<\/li>\n\n\n\n
    3. Copy and paste this folder inside your Odoo Add-Ons path.<\/li>\n\n\n\n
    4. Now, open the Odoo and click on the Settings menu. Here, click on Activate the Developer Mode. You can activate the developer mode by typing \u2018debug<\/strong>\u2019 after \u2018web?<\/strong>\u2019 in the URL as well.<\/li>\n\n\n\n
    5. Now, open the Apps menu and click on \u2018Update Modules List<\/strong>\u2019.<\/li>\n\n\n\n
    6. In the search bar, remove all the filters and search \u2018refer_and_earn<\/strong>\u2019.<\/li>\n\n\n\n
    7. You will be able to see the module in the search result. Click on \u2018Install<\/strong>\u2019 to install it.<\/li>\n<\/ol>\n\n\n\n

      WORKFLOW<\/h2>\n\n\n\n

      Configuration <\/strong><\/h3>\n\n\n\n
        \n
      1. Once the installation is completed, visit the\u00a0Referral Manager<\/strong>\u00a0app from the backend. Follow the path Configuration>>Settings<\/strong>. <\/li>\n<\/ol>\n\n\n
        \n
        \"navigate<\/figure>\n<\/div>\n\n\n

        <\/p>\n\n\n\n

          \n
        1. Under\u00a0Settings<\/strong>\u00a0menu, click on the ‘Configure Landing Page<\/strong>‘.<\/li>\n<\/ol>\n\n\n
          \n
          \"Configuring<\/figure>\n<\/div>\n\n\n

          <\/p>\n\n\n\n

            \n
          1. Define\u00a0landing page content<\/strong>\u00a0that you want to display. <\/li>\n<\/ol>\n\n\n
            \n
            \"Add<\/figure>\n<\/div>\n\n\n

            <\/p>\n\n\n\n

              \n
            1. Now, select the type to\u00a0auto-approve<\/strong>\u00a0or to\u00a0on successful completion of the first order<\/strong>. This will help in the allocation of referral points. Define the number of\u00a0referral points<\/strong>\u00a0earned by referral and\u00a0number of referral points earned by referrer under\u00a0referred points<\/strong>\u00a0field and referral points\u00a0equivalent amount<\/strong>\u00a0i.e calculated on per point basis.\u00a0<\/li>\n<\/ol>\n\n\n
              \n
              \"select<\/figure>\n<\/div>\n\n\n

              <\/p>\n\n\n\n

              Admin View <\/strong><\/h3>\n\n\n\n
                \n
              1. Visit the Sales app and create a customer under the Order>>Customers<\/strong> option. Once a customer comes up with the reference then its referral details which will include\u00a0referral code,\u00a0referred<\/strong> by,\u00a0and\u00a0referral earnings\u00a0will be added automatically to its account under\u00a0the Referral Details<\/strong>\u00a0tab.<\/li>\n<\/ol>\n\n\n
                \n
                \"referral<\/figure>\n<\/div>\n\n\n

                <\/p>\n\n\n\n

                Maintain Transaction History<\/strong><\/h3>\n\n\n\n
                  \n
                1. Under\u00a0the Referral Manager\u00a0menu>> Click on\u00a0the<\/strong> Transaction History<\/strong>\u00a0menu to check the Referral transaction history with the corresponding state.<\/li>\n<\/ol>\n\n\n
                  \n
                  \"referral<\/figure>\n<\/div>\n\n\n

                  <\/p>\n\n\n\n

                  Website View  <\/strong><\/h3>\n\n\n\n
                    \n
                  1. Now on website home page, click on\u00a0Refer and Earn<\/strong>\u00a0link in the footer which will redirect to the refer and earn page.<\/li>\n<\/ol>\n\n\n
                    \n
                    \"Refer<\/figure>\n<\/div>\n\n\n

                    <\/p>\n\n\n\n

                      \n
                    1. Click on\u00a0start earning now<\/strong>\u00a0button which will help you to sign up using a referral code.<\/li>\n<\/ol>\n\n\n
                      \n
                      \"refer<\/figure>\n<\/div>\n\n\n

                      <\/p>\n\n\n\n

                      Please note<\/strong>: you need to enter your referrer code under the \u201cDo you have referral code?<\/strong>\u201d field while sign-up to earn referral points which will automatically attach to your account.<\/em><\/p>\n\n\n

                      \n
                      \"Do<\/figure>\n<\/div>\n\n\n

                      <\/p>\n\n\n\n

                      How To Get And Share Your Referral Code? <\/strong><\/h3>\n\n\n\n
                        \n
                      1. For my account, click on\u00a0the refer and earn\u00a0option. It will redirect you to the refer and earn page which contains your referral code which you can share with your friends using email or by communicating directly.<\/li>\n<\/ol>\n\n\n
                        \n
                        \"Refer<\/figure>\n<\/div>\n\n\n

                        <\/p>\n\n\n\n

                          \n
                        1. The amount earned\u00a0will be displayed at the same page, And\u00a0“number of friends<\/strong>”\u00a0will also be displayed to the person who signed up using your referral code.\u00a0 <\/li>\n<\/ol>\n\n\n
                          \n
                          \"number<\/figure>\n<\/div>\n\n\n

                          <\/p>\n\n\n\n

                            \n
                          1. When you click on\u00a0Detailed view<\/strong>\u00a0button, it will redirect you to the reward stats page.<\/li>\n<\/ol>\n\n\n
                            \n
                            \"REWARD-STATS\"<\/figure>\n<\/div>\n\n\n

                            <\/p>\n\n\n\n

                            Payment Using Earned Referral Points<\/strong><\/h3>\n\n\n\n
                              \n
                            1. While ordering the product online, you can use earned referral points for payment on the payment page simply by enabling the \u201cUse Referral Earnings<\/strong>\u201d option. It also displays your\u00a0current balance<\/strong>\u00a0and\u00a0used<\/strong>\u00a0referral earning points.<\/li>\n<\/ol>\n\n\n
                              \n
                              \"use<\/figure>\n<\/div>\n\n\n

                              <\/p>\n\n\n\n

                              OTHER RELATED MODULES FOR ODOO<\/h2>\n\n\n\n