✨ Please note: Discount set options are available on the Lite plan or above.
Attract more attendees with a referral scheme. When someone recommends your event, they receive a discount on their next ticket, and the person they refer gets a chance to try something new. This helps grow your audience and increase revenue.
Setting up this referral discount is simple, using booking form fields, the Customer List, and discount codes.
This article covers:
Set up a 'Referred by:' booking form field
To set up a booking form field that allows your customers to indicate who referred them:
Select Settings, then Booking fields from the left-hand menu.
Select Create a field:
Select Attendee details as the Field type. You can also choose Booking details if you prefer that customers only answer the question once per booking and not each attendee on the booking.
Select Plain text - Single-line as the Data type, then Continue:
Add a Field question, such as "If someone recommended this event to you, please enter their name."
Add any Additional details, such as "Please enter the full name of the person who referred you to this event."
Select Create field once completed:
If you would like to add the field to all entries, open the field again, then Edit field:
Scroll down and select Add to all entries:
This automatically adds the field to all of the entries on your account.
If you only want to add the booking form field to specific entries:
Open your Scheduling page.
Select each one from your Schedule page, then Edit entry:
Select the Booking form tab, then Select & reorder fields:
Use the '+' and '-' buttons to add/remove fields from the form:
Select Save form when you have finished editing, then Save or Save & Exit.
Use the Bookings and Customer List exports to determine who has referred new attendees
After your customers have had time to refer friends and family, you can export your booking list to review the list. To do this:
Select Bookings from the left-hand menu on your account.
Add a Start date and End date to filter your search by a specific period.
Select Search to generate the results.
Once loaded, select the Options drop-down menu, then Export attendances (CSV) if you made the field an attendee field, or Export bookings (CSV) if you made the field a booking field:
For example, if you aim to issue referrer discounts every two weeks, you may wish to add the Start date to 2 weeks ago.
This downloads a CSV file that you can open in the spreadsheet software of your choosing (Google Sheets, Excel, etc.).
CSV export
On the .csv export, check the column related to your booking form field to review if new attendees have added referrer names.
If you find any names on your export, you can search for the customer on your account via the Customer List. To do this:
Select Customers from the left-hand menu on your account.
Add any search filters at the top, such as the name the customer provided, and then select Search to generate the results.
Issue a discount code to the referrer
Once you are happy that your customer qualifies for a discount code, you can issue a code for the value you have decided on.
💡 If you only wish to offer one referrer discount per customer, you may want to keep an external list of those who have already received one to keep a record.
When setting up your code, we recommend the following settings:
Code: Something which identifies the customer and the discount is for, e.g. "referraljoeytribbiani"
Type of discount: However much you want the discount to be.
Expiry: Your choice, but generally, an expiry of 1 month is reasonable.
How many times can the code be used?: 1
Restrict to single use per booker email address?: Yes
💬 Any questions or feedback? There are two ways to get in touch:
For a quicker response, please contact us via live chat on our homepage or your account.
Or send us an email
Thank you! 🕺