Refer a Friend - Moodle and Totara

Modified on Mon, 19 Dec, 2022 at 5:34 AM

Learners can refer your program to their friends and earn coins for successful registrations.


How it works:


1.  The learner clicks on the "Refer a friend" button:



2.  The learner enters their friend's email address:



3.  The friend receives an invitation email with a special registration link:



4.  The friend registers on your site with the same email address and creates an account:


5.  The learner earns coins for their friend's successful registration:




Setup Instructions:


Please follow these instructions to use this add-on:

  • Install the plugin Shortcodes
  • Install the Refer a friend Plugin Add-on (purchased separately)
  • Create at least one referral email template for the default language en on your Moodle/Totara site 


  • Include the shortcode [coinreferafriend] in a page somewhere (ex:  In the Mootivated block in the Footer section)

Please note how the referral system works:

  • Users who can earn coins can refer friends, others won't see the referral button.
  • Admin users will always see the referral button, however, if they are not allowed to earn coins referrals won't be allowed.
  • Users can send an infinite amount of referrals unless they already received the maximum amount of coins allowed.
  • A user cannot send the referral email to the same person twice.
  • When a user refers someone who is already registered, the system will pretend that a referral email was sent so as not to disclose the identity of registered users.
  • The referral link in the email must be clicked.
  • The email address of the person signing up must exactly match the one the referral was sent to.
  • When someone is referred by multiple people, the last referral link they clicked will determine who gets the reward.
  • Coins are awarded asynchronously (during cron), a delay of a few minutes may occur before coins are awarded.
  • For privacy reasons, email addresses are not collected during referrals.




A list of the referrals sent can be viewed on this page:


Users' referral stats and overrides can be viewed and set on this page. 



FAQ:


1.  Can we change the message and/or language in the pop-ups?


Yes, go to:  Site administration/Language/Language customization.  Then install the language pack of your choice, then filter the strings for the Refer a friend add-on.  Edit the strings or translate them to any language.



2.  Can we change the email language and/or message?


Yes, in the Refer a friend plugin add-on, you can customize the email.  Create email templates in different languages, and those will be sent based on the language setting of the student.


3.  How do I access this Refer a friend add-on?


This plugin add-on requires an additional annual fee.  Contact us for further details.

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