- A USD 100 monthly add-on subscription is required. If the subscription is stopped, a grace period is shown; resubscribing restores access.<\/li>
- The invitee coupon applies to all products in one-time purchases. It cannot be combined with other discounts or used for subscriptions.<\/li>
- To appear in the store, add a referral app block to your public theme.<\/li><\/ul>\n
Create a Campaign<\/h2>\n
1. Activate the add-on to open the compose screen<\/h3>\n
Go to Referrals on the left menu and activate the add-on from the user guide. Select Create Campaign from the list of campaigns.<\/p>\n
![\"Step](\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-referral-create-real-v9-20260928.jpg\")
<\/a>Step 1: Create a referral campaign<\/figcaption><\/figure>\n 2. Configure basic information and the campaign period<\/h3>\n
Set the campaign name, start date and time, optional end date and time, and sharing message. A newly created campaign is saved as a draft and is not available in the store until you publish it from the campaign list.<\/p>\n
![\"Set](\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-referral-basic-real-v9-20260928.jpg\")
<\/a>Set the campaign name and period<\/figcaption><\/figure>\n 3. Configure the invitee coupon<\/h3>\n
Set the percentage or fixed discount, minimum purchase amount, and usage limit. The invitee coupon remains valid until the campaign ends. Discount conditions cannot be changed after publication, so review them while the campaign is still a draft.<\/p>\n
![\"Configure](\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-referral-invitee-coupon-real-v9-20260928.jpg\")
<\/a>Configure the invitee coupon<\/figcaption><\/figure>\n\n 4. Configure referrer and invitee eligibility<\/h3>\n
Use a segment to limit which customers can make referrals, then set invitee eligibility to First purchase only or First purchase or dormant customer. When dormant customers are included, specify the number of months and, if needed, exclude customers with the same phone number. Invitee eligibility applies to both the invitee discount and the referrer reward.<\/p>\n
![\"Configure](\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-referral-eligibility-real-v9-20260928.jpg\")
<\/a>Configure referrer and invitee eligibility.<\/figcaption><\/figure>\n 5. Set outcome conditions and approvals<\/h3>\n
Choose Payment completed or Fulfillment completed as the conversion trigger, then select manual or automatic approval. For automatic approval, specify the waiting period. When fulfillment is required, the waiting period starts after both payment and fulfillment are complete.<\/p>\n
![\"Configure](\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-referral-conversion-real-v9-20260928.jpg\")
<\/a>Configure conversion and approval<\/figcaption><\/figure>\n 6. Set up rewards for your referrals<\/h3>\n
Set the discount type, discount value, minimum purchase amount, validity period, and code prefix for the referrer reward coupon. Enable Email the reward coupon when needed.<\/p>\n
![\"Configure](\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-referral-reward-real-v9-20260928.jpg\")
<\/a>Configure the referrer reward coupon and email notification.<\/figcaption><\/figure>\n 7. Set limits<\/h3>\n
Set limits per referrer and for the entire campaign. These limits cannot be changed after publication, so review the expected number of participants and your budget first.<\/p>\n
![\"Set](\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/09\/main-storecrm-en-referral-limits-real-v9-20260928.jpg\")
<\/a>Set per-referrer and campaign limits<\/figcaption><\/figure>\n 8. Publish<\/h3>\n