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Referral management software

Referral software to develop referral marketing programs of any size

Make customers your brand ambassadors and build a loyal community with scalable, API-first referral software
Referral program software use cases

Perform all the critical actions of the loyalty program manager

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Create various referral campaigns for different customer segments

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Reward successful referrals with loyalty units, such as points or stars

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Easily track and measure your referral campaign effectiveness with an analytics dashboard

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Compensate successful referrals with material rewards or coupons

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Reward referrers for the referee’s transactions and behaviors, such as registration

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Introduce gamified referral programs based on milestones and challenges

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Create two-sided referral rules for the referrer and referee

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Implement referral programs in any channel, e.g., mobile or eCommerce

Achievements based on referrals

Enrich your referrals with robust gamification mechanics

Referrals are a powerful promotional tactic, helping businesses acquire customers more easily and cost-effectively.
Referral also blends well with gamification, which rewards customers for specific actions, albeit in a more fun way.
Our achievements feature combines the strengths of the referrals and gamification, enabling loyalty program owners to scale up their campaigns. Reward users for acting as brand ambassadors and reward them with gifts and a fun time.
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Open Loyalty Campaign Language

Configure any kind of customer referral campaign with Open Loyalty's referral campaign language

You can set multiple rules and conditions such as time, customer segment, event details, transaction details, details of the referrer, referee, or others.
Trigger referral campaigns in multiple ways: by the transactions, internally detected events such as registration, or any custom-defined event received from a third-party system. Define your ideal referral program strategy and use transactional and non-transactional rules.
Various types of segments

Create engaging referral programs for different segments of your customers

Thanks to the Open Loyalty Campaign Language, you can create and mix multiple highly personalized referral campaigns to engage your customers.
Group referrals by category and type, and keep your customer loyalty software running smoothly.
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Automate referral programs

Referral process configuration examples

Two-sided referral campaign: The Referrer gets a reward after a new member signs up; the Referee gets extra points after joining from the recommendation.

“Earn when a referee buys” campaign: The Referrer gets points every time the new member buys something.
Referral milestones campaign: The Referrer gets reward A after inviting three members and reward B after referring ten new customers.
Referral from any touchpoint

Add referral program features to eCommerce, POS, mobile application, or any other touchpoint

Thanks to the API-first approach, you can easily add referral program capabilities to any frontend application.
With our advanced Referral Program API, you can easily connect the referral campaign system with any internal or external platform.
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FAQ

Referral software frequently asked questions

What is a referral management software, and how does it work for businesses?

A referral program incentivizes existing customers to refer new customers to your business in exchange for rewards like discounts, points, or other perks. This referral system leverages word-of-mouth marketing, turning satisfied customers into advocates for your brand. The Open Loyalty referral program software allows businesses to set custom rules and rewards to fit their unique needs, making it easy to manage and scale referral-based growth.

How can Open Loyalty’s referral software benefit my business?

Open Loyalty helps businesses grow their customer base through word-of-mouth marketing. By rewarding existing customers for successful referrals, you can create a steady stream of highly-motivated members. The platform allows full customization of referral rules and rewards, ensuring that your referral program aligns with your business objectives while enhancing customer loyalty.

Can I customize the rewards in Open Loyalty’s referral program software?

Yes, Open Loyalty provides flexibility to customize the rewards you offer for successful referrals. You can tailor incentives based on your business goals, offering anything from loyalty points to cash rewards or exclusive perks. Customizing rewards ensures that your referral program resonates with your target audience and drives maximum participation.

What types of businesses benefit from referral programs?

Referral programs are highly effective for businesses across many industries, from eCommerce and retail to SaaS and healthtech. Any business that values customer acquisition and retention can benefit from referral programs. They are especially useful for businesses with strong customer satisfaction, where existing customers are likely to recommend the brand to friends and family.

How can I ensure that my referral program is secure and prevents fraud?

Open Loyalty’s referral program software includes built-in features to help detect and prevent fraudulent referrals. You can set specific validation rules and monitor suspicious activity to protect your program from abuse. These security measures help ensure the integrity of your referral system and maintain trust with your customers.

How does Open Loyalty’s referral program software integrate with my existing systems?

Open Loyalty’s referral program software is designed to integrate seamlessly via API with your existing CRM, e-commerce, and marketing tools. This allows businesses to manage their referral program within their current tech stack, ensuring smooth operations and a unified experience for both customers and employees.
Loyalty features

Add loyalty and gamification features to your products and services and drive results

Success stories

See how Open Loyalty helps brands grow their business

limango

limango used gamification to drive user engagement and triple buying frequency
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EQUIVA

EQUIVA doubled purchase frequency and saved EUR 68.000 with loyalty app-powered referrals

dacadoo

dacadoo’s digital health app boosted user activation by 62% with gamification