Hold referral rewards

You can hold a referral reward for a period after the friend’s qualifying purchase, so a refund or cancellation has a chance to happen before the points are paid. New programs hold the reward for 30 days.

Setting a hold

1. Go to Program › Refer a Friend.
2. Under Referral terms, check that Hold the referrer’s reward before paying it is on. It is on by default.
3. Set Hold the reward for, up to a maximum of 60 days. The default is 30 days.

Turn the switch off to approve the referrer’s points immediately after the friend’s qualifying purchase, with no hold before payout.

What customers see

While a referral is on hold, it shows as pending in your customer’s referral activity, with points described as pending rather than added to their balance. Once the hold period ends, or immediately if you have no hold set, points are approved automatically and added to their balance.

Good to know

• Changing the hold period applies to referrals from now on. A referral already on hold keeps the deadline it was given when it started.
• During the hold, a referral is checked again before it is paid. A canceled or fully refunded order does not qualify, even if you have no minimum purchase. A partial refund that leaves eligible spending below your minimum qualifying purchase also stops payment.
• A hold does not change whether a referral qualifies, only when a qualifying one is paid.

Related

• How referrals work
• Referrer reward and minimum purchase
• When referral points are reversed