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Configuring a Basic Referral Reward

Configure rewards for the referring customer and the referred friend in Basic Referrals.

Written by Kris - Mage Loyalty
Updated this week

📋 Before You Start

Basic Referrals must be enabled before configuring rewards. See: Widget Referrals - Overview & Setup.

Opening the Reward Editor

  1. Open Mage Loyalty > Referrals > Basic Referrals.

  2. Click Edit next to the reward you want to configure.


Reward Name

The internal name for this reward. Shown to merchants in the admin and to customers in the widget alongside the reward card. Keep it short and clear — e.g. "$10 Referral Discount" or "$20 Off Your First Order".

Discount Amount

The value of the discount issued when the referral converts. Enter the amount in dollars — e.g. 10 for a $10 discount.


Applies To

Controls which products in your store the reward discount can be applied to.

Field

What It Does

Notes

All Products

The discount applies to any product in the store.

Default — recommended for most stores

Specific collections

The discount only applies to products within selected collections.

Select collections after choosing this option

Specific products

The discount only applies to individually selected products.

Select products after choosing this option

✅ Tip

Use All Products unless you have a specific reason to restrict the reward. Limiting rewards to certain products can reduce redemption rates and frustrate customers who want to use their reward on something else.


Combinations

Controls whether this reward discount can be combined with other discounts at checkout.

Field

What It Does

Notes

Product discounts

Allow this reward to be combined with product-level discounts.

Off by default

Order discounts

Allow this reward to be combined with order-level discounts.

Off by default

Shipping discounts

Allow this reward to be combined with shipping discounts.

Off by default


Purchase Type

Controls which types of orders the reward can be applied to.

Field

What It Does

Notes

One-time purchase

The reward can only be used on standard one-time orders.

Default

Subscription

The reward can only be used on subscription orders.

Use if you run a subscription program

Both

The reward can be used on both one-time and subscription orders.

Most flexible option

Minimum Spend

The minimum order value required before the reward can be applied. Set to 0 for no minimum. The reward can be used on any order regardless of value.

✅ Tip

Setting a minimum spend slightly above your average order value can increase order sizes. For example, if your AOV is $45, a minimum spend of $50 encourages customers to add one more item.


Expiry Days

How many days the reward discount code remains valid after it is issued. Set to 0 for no expiry — the code never expires.

Reactivate Discount Code on Full Refund

When checked, if a customer receives a full refund on an order where they used this reward, the discount code is reactivated and can be used again. This prevents customers from losing their reward due to a return.

✅ Tip

Leave this enabled for most stores. It is a positive customer experience touch, customers should not be penalised for returning an order.


Summary Panel

The Summary panel on the right of the reward editor updates in real time as you make changes. It shows:

  • Reward coupon: the discount value as it will appear on the generated code

  • Minimum requirement: the minimum spend set, or None

  • Applies to: which products the reward covers

✅ Tip

Check the Summary panel before clicking Update Reward to confirm everything looks correct.


Saving the Reward

  1. Once all fields are configured, click Update Reward in the Preview panel on the right.

  2. You will be returned to the Basic Referrals page where the reward slot now shows the updated reward name, issued count, and redeemed count.


Common Mistakes to Avoid

⚠️ Common Mistake

Setting Applies To as Specific products or collections without carefully selecting the right items. Customers will receive a reward they cannot use on most of your store. Default to All Products.

⚠️ Common Mistake

Setting Expiry Days too short: 7 or 14 days is rarely enough time for a referred friend to return and make a purchase. Set at least 90 days.

⚠️ Common Mistake

Leaving Purchase Type as One-time purchase if you run subscriptions. Subscription customers will not be able to use the reward. Set to Both if subscriptions are part of your business.


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🗨️ Still need help or can’t find the answers you’re looking for? Reach out to the Mage Loyalty team through our live chat support.

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