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How to Setup Referral Program in Woocommerce?

Posted by Monisha Thangavel on  November 24, 2020  in WooCommerce

Referral system for WooCommerce!! Indeed, it is a good and wise move to grab more potential customers to your WooCommerce store.

Though other promotional strategies put forth massive results, referral program and the word of mouth marketing has a special place in the WooCommerce realm. An amazing referral program benefits both the store and the customers.

So, what are you waiting for? If you are a WooCommerce store owner, then kickstarting a referral program won’t be hard if you use the best Referral plugin for WooCommerce.

Now let us see how to setup Referral program in WooCommerce store using Retainful.

Follow the enlisted ways to set up your referral program using Retainful.

  • Installation and Connection of Retainful to your WooCommerce Store
  • Setting up Retainful’s Referral program for your WooCommerce store

How to install Referral program?

In order to move forward with Referral program installation you need to first install Retainful and connect your WooCommerce store with it.

Let us go forward to install and connect Retainful to your WooCommerce store.

Install Retainful

Step 1:

Go to -> Plugins. Or, you can also go to the search bar.


Step 2:

Search “Retainful” plugin and download it


Step 3:

Once the download installation is complete, activate the plugin in your WordPress admin dashboard.

Installing retainful

Now, let us connect your WooCommerce store with Retainful to enjoy its features.

Connect WooCommerce store with Retainful

Step 1:

Log in to the Retainful’s dashboard. If you do not have a Retainful account, sign up here for free.

Sign up to retainful

Step 2:

Once done, you will be directed to the Retainful’s Dashboard

Retainful Dashboard

Step 3:

Go to Settings and copy your App ID and secret key.

App ID

Step 4:

Finally, bounce back to your WordPress dashboard and enter the copied credentials in it.

Retainful WordPress connect

Once done, click “Connect”. You are done. The connection has been successfully established. Do not forget to update the plugin.

Setting up Referral program for your WooCommerce store

Referral program, being a powerful magnet for potential customers, has higher chances of increasing the store’s revenue and brings more new customers as referrals. Not much, just three simple steps more to launch Retainful’s Referral program for your WooCommerce store.

Once Retainful has been successfully added to your WordPress dashboard, you can upgrade your plan from the below three options.

  • Starter
  • Growth
  • Professional

Adding flavor to the above upgrading plans, you can try it free in your 14 days trial period.

Step 1: Once you decide to start your referral program, log in to your “Retainful Dashboard”.

Retainful Dashboard

Click “Referral” and indulge in the enlisted configuration.


Here are the configuration steps to set up a Referral Program in Retainful for your WooCommerce store.

  • Advocate Reward Configuration (To your customers)
  • Friend Reward Configuration ( To their referrals)
  • Enabling Referral Program in a single go
Referral menu

Step 2: Advocate Reward Configuration

In the Advocate Reward Configuration, fix a reward to your potential customers who become brand ambassadors for your WooCommerce store.

Advocate reward configuration

As soon as you click “Add Reward”, you’ll be taken to the Reward configuration page. You can pick up the type of reward you wish to offer to your brand advocates.

Added, you can configure the rewards further with the peculiar options that include,

  • Reward Value
  • Discount validity
  • Prefix for the discount code
  • Minimum spending by the customer
Reward Configuration

Once you have done filling everything, you can click “Create” to save the Advocate reward. Importantly, you can also customize your reward’s name.

Step 3: Friend Reward Configuration

After creating the advocate rewards, the next thing to click is “ Friend Rewards.”

Friend Reward

Similar to the advocate reward, you can click “Add Reward” and configure the Friend Reward section. Once completed, you can click “ Next”

Step 4: Enabling the Retainful’s Referral Program

Now, we are just a step ahead of your Referral Program Launch. After setting up the reward criteria for the advocates and friends, you can click “Enable Program”.

Enable Program

Now your Referral program is active and customers will start earning the configured rewards when their referred friends complete a purchase.

Referral Metrics

You can check how your Referral program is performing through this dashboard. Get real-time insights on your program.

How to use a Referral program in WooCommerce?

Nowadays, Referral programs have become common in all eCommerce stores. There are a handful of uses of Referral program. But you can use it in your WooCommerce store for these following reasons.

  • Increase engagement with your customers
  • Retain existing customers
  • Acquire new customers via Word of mouth
  • Boost WOM sales
  • Foster customer loyalty
  • Increase brand awareness

Yes, you can accomplish all of these by running a Referral program but remember, you need the best referral plugin for WooCommerce to bring this to reality.

Congratulations on your Referral Program

Kudos!! You have successfully launched the Referral program for your WooCommerce store. Just three simple steps with Retainful will lead you to increase your store’s revenue.

Using Retainful’s Referral feature, you have witnessed how to set up a referral program on your WooCommerce store. Using flexible reward options, you can pick up the most suitable referral type and make your customers feel special.

On the run, do not forget to grab the attention of your new customers who would likely be interested in becoming your next brand advocates. Make your referrals happy and grow together.

Time is up!! Do not delay even a second; a second matter a customer!!

Author Bio
Monisha Thangavel 
Monisha Thangavel
Monisha Thangavel is an ardent writer and a blogger carrying years of experience in different realms including eCommerce, Tech, and SEO. Her brevity rich writings flash a light upon the uncovered yet important points about WordPress and eCommerce plugins. Apart from content, Monisha spends her free time learning calligraphic writing.

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