Referral Offer

Reward satisfied customers for making introductions by giving both sides something worth the social risk of vouching.

Pro involved Funnel-Stage Offers

What it adds

From your source files the builder constructs a two-sided reward structure, a share surface placed at the moment of customer satisfaction, and tracking that attributes new customers back to the person who sent them. It converts because the referrer's reputation is protected — the friend receives real value first, so the introduction reads as generosity rather than as a favor being extracted. The conversion event is a referred visitor who completes a qualifying first purchase, attributed to a specific referrer.

What your builder is told to do

The actual instructions, in order.

1
Read the source files to locate the natural moment of satisfaction — a completed delivery, a reached milestone, a renewed subscription — and place the ask there rather than on a generic account page.
2
Design the friend-side benefit first and make it substantial enough to stand alone; a referral that only rewards the sender reads as a solicitation and suppresses sharing.
3
Set the referrer reward to trigger on a qualifying event you can verify, define that event exactly, and state the timing of payout in the offer copy.
4
Write the shareable message on the customer's behalf in their voice, short enough to send unedited, and make it editable rather than locked.
5
Build the share surface with a personal link plus two or three channel actions, and show the referrer a live status list of invitations sent, pending, and qualified.
6
Specify layout: mobile presents native share actions and a one-tap copy control with the link truncated but fully selectable; tablet shows the status list beside the share panel; desktop displays the full referral history table with the personal link persistently visible.
7
Enforce attribution and abuse rules: first-touch or last-touch decided explicitly, self-referral blocked, existing customers excluded from friend-side rewards, and duplicate accounts detected.
8
Track invitations, clicks, signups, and qualified conversions as a linked chain so reward payout is auditable.

Edge cases it handles

The things an agent skips when you only say "build a referral offer".

The referred friend is already a customer: honor the visit but withhold the new-customer benefit and inform both parties.
A referred order is refunded: reverse or withhold the referrer reward per a stated rule.
The referrer shares a link that gets forwarded widely: cap rewards per referrer per period using a limit stated up front.
The friend clicks the link but buys days later on a different device: define the attribution window explicitly.
Reward fulfillment requires manual action: surface pending status honestly rather than showing an unearned balance.

Definition of done

Your builder is required to check every one of these before reporting the work finished.

Both referrer and friend receive a defined benefit, with the friend's benefit stated first.
The ask is placed at a satisfaction milestone identified in the source files.
Personal links attribute reliably, with attribution window and self-referral rules enforced.
Mobile, tablet, and desktop each provide a working share and status experience.
Referrer sees accurate pending versus qualified status at all times.
Refund reversal and per-referrer caps are implemented and disclosed.
The builder names the source files used for milestones and entitlements and lists unresolved reward assumptions.

Related offer files

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Cart Recovery Offer

Close an abandoned checkout by returning the shopper to their exact cart and resolving the friction that stopped them.

How it works

1

Copy the link

Grab the Markdown blueprint URL for this offer type.
2

Give it to your builder

Paste it into Claude Code, Cursor, Codex, or whatever AI builder is already working in your app.
3

It maps, then builds

Your agent reads the blueprint first, then builds the offer into your app around the product, audience, and stack.

Works with your stack

These blueprints are written to adapt. They tell the agent to detect your framework, match your existing design system, and use your source files instead of guessing the offer.

Need it tighter than that? Customize the offer file and tell it exactly which source docs and stack to use.