Introduction

circuly enables you to reward loyal customers for helping you grow your customer base. With the Refer-a-Friend feature, customers with an active subscription can share a unique code with friends and receive credit when that code is used for a new order. This article explains how your customers use this feature and how the process works behind the scenes.

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Feature overview

• The feature is only available to customers with an active subscription that has passed the early cancellation period.
• Customers generate a unique referral code via the Self-Service Portal.
• Friends use the code during checkout for a discount.
• The referrer receives account credit once the order is placed.
• This credit is automatically applied to the next recurring payment.

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Customer Journey: Generating and Sharing a Referral Code

• The customer logs in to the Self-Service Portal.
• Clicks on the "REFER A FRIEND" button.
• In the voucher window, clicks "CREATE REFERRAL CODE".

Customer Journey: Friend Using the Referral Code

• The friend visits the checkout page.
• Adds the referral code in the voucher input field.

• Clicks "VALIDATE".

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• To verify the code, the friend adds their email address and clicks "VALIDATE" again.
  • Note: The voucher is only valid for new customers.
• Once verified, the discounted price is shown on the checkout page.

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• The friend proceeds to payment to complete the order.

• Proceed to the payment process to finalise the checkout.

What happens next

• Once the referred friend completes their order:
  • The original customer (referrer) receives a credit on their account.
  • This credit is not transferable or withdrawable.
  • It is automatically applied to the next recurring payment.
  • The customer receives an invoice with the adjusted amount reflecting the credit.

Note: Credit cannot be transferred to a bank account and is strictly applied to future subscription payments.