01Set up the working rule
Specify who receives the benefit, the qualifying purchase and limits. Test attribution, duplicate accounts, self-referrals and reversal of canceled purchases through the supported flow.
02Separate an invitation from a qualifying referral
A shared link alone should not automatically earn a reward. Define the new customer action, eligibility and duplicate-account handling. Before launch, test the inviter and invited customer paths and confirm that the supported engine records the qualifying event.
03Worked example and decisions
A proposed referral grants a benefit after the invited person completes a first eligible purchase. Both sides see the terms before participating.
Rehearse before launch
Use a demo account and the currently supported configuration. These are checks to perform, not claims that the workflow has passed.
- Create separate demo accounts for inviter and invited customer using the supported invitation method.
- Check that opening a link alone does not accidentally satisfy your intended qualifying action.
- Complete the required new-customer action and inspect both reward records.
- Try a repeated or ineligible referral and verify the configured control before launch.
Keep it practical
Referral attribution and production payouts remain feature-verification dependencies. Do not launch an incentive based only on an untested link.