Set up your referral offer and issue rewards

Say what a referred friend and the referrer each get, make the offer live, and choose whether rewards are issued by a person or automatically.

Who can do this: Anyone with View marketing can see referrals; changing the offer needs Manage marketing; issuing rewards needs Work referrals or Manage marketing
Where in Oben: /marketing/referrals

Clients share a link from Refer a friend in their portal. The offer you set here is what they and their friend see.

Steps

Open Marketing and select the Referrals tab.
In The offer, fill in The friend gets and The referrer gets. For each, enter What they get, and choose a Kind and Value ($).
In Where your share link sends friends, choose a published funnel.
Set Friend’s offer good for (days) and Earned credit good for (days). Leave No cap on what a client can earn ticked, or untick it and set a cap.
Optional: in What clients send, write the Share message and Email subject (use `{{clinic.name}}`, `{{friend.offer}}`, `{{link}}`). Preview shows the result. Empty means the standard wording.
Under Issuing the referrer’s reward, choose A person issues it or Oben issues it automatically when the friend’s first paid purchase goes through. Only the clinic owner can change this.
Tick Offer is live and select Save offer. The badge shows Live when everything is ready.
If a person issues rewards: when a friend becomes a client, find them under Connections, select Issue the offer (or Mark reward) and Save.
When a free-service or product credit, or such a friend's offer, is used, select Mark used.

Both sides must be filled in before the offer can go live. If the funnel is not open to visitors, clients do not see the Refer a friend card.
Clients can edit the message; the link and thank-you-credit line are always added.
Friends opening a link see what they get, never who sent it (untick Show friends who open a client's link what they get to hide it).
Ask texts can use `{{referral.link}}`.
A referral moves to converted by itself when the friend’s purchase makes them a client.
Automatic issuing is off until you turn it on. Oben then issues each reward once, within your cap, only for a purchase paid through Oben, never for self-referrals. Anything else waits in Connections. Check with your counsel first.
Oben's rewards show Issued automatically. A full refund before the credit is used takes it back (Taken back).
Dollar welcome offers, and with automatic issuing on dollar referrer credits, come off the next order at checkout. Staff apply the rest.
Worth asking lists clients who may be happy to refer. Prepare referral ask only drafts a message for approval; it does not send.