To set up the referral program, in the Exely extranet, go to "Guest management" > "Loyalty program" > "Referral program".
Step 1: Select rewards for repeat guests (the referrers)
To activate the program, at least one reward condition must be set up. Choose when the referrer will be rewarded:
When a referred guest signs up
1. Select a reward type: a voucher (for a discount/free night) or points (for Exely Loyalty program: Points). The reward is credited only after the friend confirms their email (this protects against spam).
Note. To issue vouchers, you need to set up an active voucher group in advance in the “Vouchers” section.
2. Set a reward limit if you need to control the budget. For example, reward "only for the first 5 sign-ups".
When a referred guest completed the first stay
1. Select the reward type: a voucher (for a discount/free night), points (for Exely Loyalty program: Points, fixed amount or percentage of the cost), or a one-level loyalty level upgrade for the referrer.
Note. The reward is credited automatically 5 days after the friend’s check-out.
Step 2: Select rewards for referred guests (the referees)
After signing up via the link, the guest always receives benefits of the base loyalty program level.
To grant an additional reward, in the “Rewards for referred guests” section, select the reward type: a voucher (for a discount/free night) or points (for Exely Loyalty program: Points).
Step 3: Activate the referral program
1. Click the "Save" button at the top of the page.
2. Click the switch to activate the referral program.
Pay attention. When the referral program is activated, the system will automatically enable the option "Issue loyalty cards to guests automatically" in the loyalty program settings. To disable this option, first deactivate the referral program.
How to view referred guests of a repeat guest
To see who a particular guest has referred:
1. Go to "Guest management" > "Loyalty program" > "Cards list".
2. Open the referrer’s loyalty card. In the "Reward points" section, click the "Referred guests" link.
A sidebar will be opened on the right with the following information:
list of invited guests’ full names (referees);
referees’ sign-up dates;
email confirmation status;
information about completed stays.
Note. Referral program analytics can be downloaded in "Loyalty program" > “Cards list” > the "Guest card report" button. All operations are marked with the comment "referral program".
