Track member referrals

Referrals from friends or contacts of your members are one of the most effective ways to grow your membership business. With Memberful, your members can spread the word about your site and receive discounts when new members sign up through their link.

In this help doc:

Learn how Memberful referrals work

Memberful allows you to offer rewards to members who refer others to join your membership program. These rewards come in the form of a discount that will be applied to a member’s active subscription. This discount operates almost exactly like a coupon, except that it’ll be applied automatically, so no coupon code is needed.

Please note: Members can only have either a coupon or a referral reward discount applied to their subscription, not both. Since referral rewards are applied automatically to the member’s most recent subscription, members who had already applied a coupon to their subscription will have the coupon removed. Learn more.

You have full freedom to choose the discount amount and how many people must have been referred by a member before they’ll receive the discount.

Paid transactions will count as referrals. Examples:
  • Purchasing a paid plan.
  • Signing up for a paid trial.
  • Making the first payment after a free trial.
Free signups will not be counted as referrals. Examples:
  • Free registration
  • A free trial
  • Signing up using a 100% discount coupon.

Enable referrals program

Navigate to Discounts → Referrals from your Memberful dashboard.

Click Enable referrals program.

Enable referrals program

After opening a referral link, members can be redirected to your Landing Page, Website URL, or a Custom URL. You might not see all these options if you haven’t set them up.

Select an option from the list and enter a custom URL if applicable.

Referral link redirect

Pick which Plans award referral credits

Members earn credit for referring purchases of all Plans and Downloads, or only for some of them. If you choose Selected Plans and Downloads, you’ll be able to select the eligible Plans and Downloads.

Eligible Plans and Downloads for referrals

Set up referral milestones

Milestones define when a member has accumulated enough referral credits to earn a reward, and they also define what that reward will be.

To create a milestone, click Add Milestone.

Add Milestone

Add Milestone details

  1. Enter the referral count that will unlock this reward.
  2. Pick between a percentage-based discount and a currency amount-based discount.
  3. Enter the discount amount.
  4. Select a coupon type
  5. Click Create milestone.

When editing an existing milestone, you’ll also be able to Delete or Disable it.

Disable or delete milestone

Disabling vs. Deleting a milestone

Disabling a milestone stops any members from reaching it in the future. This action is reversible and members that have already reached it won’t lose their reward.

Deleting a milestone, on the other hand, is not reversible, and will result in all members losing their reward if they had already earned it.

Track referral coupon usage

The statistics button for each milestone displays a counter of how many members have reached that particular milestone.

Referral coupon usage button

You can click the button to see a report of all the members who have had your milestone’s reward applied to their subscription.

Track referral coupon usage

Members can find their unique referral link, and share it via multiple apps, by visiting the Referrals section of their member account.

Members can copy their referral link

The link will also appear on Payment receipts and Posts.

Referral links

For Posts, the link will appear on the email but not the Memberful-hosted website. For receipts, the link will appear in the email and web version ("View invoice" button) but not the PDF download.

How does a member track their referrals and rewards?

Members can keep track of their referral credits and rewards from the Referrals section of their member account.

Members can track their referrals and rewards

How do members apply their reward discount?

Once a member has earned a referral reward, it will be applied automatically to their most recent subscription.

Can members apply a coupon and a referral reward discount to the same subscription?

Members can only have either a coupon or a referral reward discount applied to their subscription.

Since referral rewards are applied automatically to the member’s most recent subscription, members who had already applied a coupon to their subscription will have the coupon removed, and the referral reward discount will be automatically applied instead.

If coupon codes are a big part of your membership strategy, offering a referral program through Memberful might not be the right fit.

Related help docs:

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