Program
Needs attention
Orders whose credit has already been spent. If one is returned, deduct the amount shown from the refund. Also noted on the Shopify order.
| Order | Customer | Status | Credit earned | Deduct on return |
|---|
Credits set aside
Credits put toward orders
Recent activity
| When | Customer | Event | Order total | Card paid | Credit applied | Credit earned |
|---|
Customer lookup
Grant credit
Excluded customers
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| Customer | Why | Orders |
|---|
Launch credit
A one-time credit for existing customers to introduce the program. Wholesale customers and anyone who already holds credit are always skipped. Load the list, then narrow it with the filters below and untick anyone you'd rather leave out. Only subscribers receive the email.
Emails
Needs review
| When | Referrer | Friend | Order | Flags |
|---|
Referrers
Every customer gets a code (and link theleisurelab.com/?ref=CODE). Friend credit issues on their first paid order; referrer credit after the delay below once that order ships.
| Customer | Code | Clicks | Orders | Paid out | Status |
|---|
Subscriber event
For a set window, newsletter subscribers receive a higher rate on the products featured in that newsletter. Tag those products in Shopify with the tag below. Everything else, and everyone else, stays at the normal rate. Leave the dates blank to turn it off.
Earning
Exclusions
Customers with any of these tags, or attached to a B2B company, are skipped. The list of who that covers is under Customers → Excluded.
Referral protection
Flagged referrals hold both credits and pause the referrer until you approve or deny them under Referrals.