Overview
Launch a self-serve referral program so existing users can invite friends and both sides receive a reward. Target: Growth team Q2 OKR (sign-up rate +8%). Owner: Marco Rivera (PM). Target launch: end of this week (launch readiness review today).
Goals
- Reduce CAC by driving sign-ups through organic referrals
- Reach 5% of new sign-ups attributed to referrals within 30 days of launch
User flow
- Existing user opens "Invite friends" in account settings
- System generates a unique referral code and shareable link
- Referee signs up via the link; code attribution captured at sign-up
- On qualifying event (see Ambiguities §1), both referrer and referee receive reward
Requirements
- New UI entry point in Account Settings → Invite friends
- Backend: referral code generation service; attribution tracking; reward grant on qualifying event
- Share surfaces: copy link, email, WhatsApp/SMS (mobile only?)
- Analytics events: referral_link_generated, referral_link_shared, referee_signup_attributed, reward_granted
Open questions / ambiguities
- Qualifying event for reward — sign-up only, or first paid action? (Legal + Finance input needed)
- Reward amount and form — fixed credit, percent-off, or tiered? Per-referrer cap?
- Fraud prevention — device fingerprinting, email-domain blocklist, or manual review threshold?
- Mobile vs web parity — launch both, or web first?